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Generational Wealth Management: A Guide for Fostering Global Family Wealth
Euromoney Trading Ltd, Sep 2010, Pages: 368
It is a guidebook for families and advisors alike, healing broken family relationships around the wealth and illuminating gaps in the family client-advisory relationship which threaten the achievement of family wealth management goals.
Generational Wealth Management, by Lisa Gray, author of the best-selling The New Family Office, offers a new view of wealth for families who wish to preserve their heritage and to extend the benefits of the gift of wealth for five generations and beyond. It is a guidebook for families and advisors alike, healing broken family relationships around the wealth and illuminating gaps in the family client-advisory relationship which threaten the achievement of family wealth management goals.
The book broadens the scope of wealth management and more directly aligns it with the family's authenticity. The influence of generational and behavioural biases on the wealth management process determines families' ability to circumvent the fulfillment of the 'Rags to riches to rags in three generations' proverb. It is an essential exposé on the elements that sabotage family success but it does not leave families there; it leads them toward a path where they are more optimally served by their wealth and by the advisors who guide them.
Generational Wealth Management
A new approach called the Generational Wealth Management Continuum incorporates family assets which are often overlooked into a more effectively integrated family wealth portfolio and outlines a wealth management process that sheds new light on risk management and asset protection strategies. In a changing world, this book offers families access to the tools they need to safely and successfully navigate the waters toward family wealth flourishing.
The book is designed to serve families of wealth who are experiencing transition or who are facing other challenging issues. Such issues may include:
Families of wealth wishing their wealth to serve them for five generations or longer.
- Families whose governance systems do not serve them as well as they would wish; families who are looking to set up a governance system for their families.
- Families who do not fully understand what governance is or what it is supposed to do for them.
- Families who are thinking of creating a family office or a family office entity.
- Families of wealth who have yet to find an optimal wealth management solution.
- Families of wealth who have difficulty making decisions together or who have members who are unhappy with the decisions that are made and more.
It is also designed to benefit:
- Advisors to families of wealth who desire deeper relationships with their clients.
- Advisors to families of wealth wishing to foster relationships with multiple generations.
- Advisors to families of wealth working with multi-cultural families.
- Advisors wishing to clearly distinguish their services from those of their competitors.
Product samples
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