Strategy The Wealthy Family

Strategy the Wealthy Family provides a clear framework highly inmed strategic management of the family, the family business, the family's financial assets, the family's trust and tax management activities, philanthropic activities, risk factors and the family's surround ecosystem of institutions, advisors, friends and influencers. It also provides an approach to ensure the important individuality of all family members is fully reflected in every aspect of strategy the greater family. Defining true family wealth as far more than pure financial capital, Strategy the Wealthy Family sets out insights and inmation to help you grow, protect, transfer and share all aspects of your own family wealth successfully across future generations. Ultimately, this is a book those who wish to understand and manage their own family wealth to join the club of the world's bestmanaged wealthy families and stay there.

Contents:

A Framework Family Strategy:

The Elements of Strategy

Defining True Family Wealth

Categories of Financial Wealth and Their Implications

Evolution Across Generations

Process and Content of Family Strategy

Family Organization and Leadership:

Family Identity, Vision, and Values

Organization, Governance, and the Family Constitution

"Heir Conditioning": Preparing the Next Generation

The Family "Ecosystem"

The Family Office

Private Banks, MFOs, and Elite Family Investment Managers

Family Leadership and Engagement

Family Wealth Preservation:

The Lessons of Risk and History

Financial Discipline and Distribution Patterns

Tax Management and Asset Structuring

Establishing and Managing a Trust System

Estate Planning and the Ethical Will Risks to Family Wealth and WellbeingFamily Wealth Management:

The Wealth Management Process

Investor Profile and Objectives

Strategic Asset Allocation

Tactical Selection of Investments

Risk and Cost Management

The Family Business:

The Importance and Permance of Family Businesses

Family Issues in Business Strategy

Strategic Success a Family Business

Managing the Family in a Family Business

Family Business Role in Family Wealth Management

Effective Philanthropy:

The History of Generosity

New Philosophy and Approaches to Philanthropy

Practicalities and Benefits of Family Giving

Living a Truly Wealthy Life: