|
|
 |
|
Viewing report
|
|
|
|
New Family Office: Strategies for Consulting to the Affluent
Euromoney Institutional Investor, Jan 2004, Pages: 176
An invaluable educational tool, New Family Office: Strategies for Consulting to the Affluent provides investment and wealth management consultants with the skills and knowledge to exploit the new environment in private wealth management.
The author tracks the changing demands from the marketplace, explaining how you can take advantage of the upheavals in the financial services industry to move from a role of investment management advisor to that of wealth optimization consultant – fully developing the family office model and providing optimal solutions to the changing needs of your clients.
- What needs to be put in place to attain and maintain business success?
- Discover the new options for accomplishing family office business objectives.
- What are the factors that make family office models so attractive?
- How do you optimise the wealth of your clients, in order to maximize your personal financial returns?
- What is the required technology, the costs and education to move to a new wealth optimization model?
With a complete examination of the histories of the family office and financial services industry, this book explains the state of the industry, the choices and opportunities open to today's high level advisors, and, step-by-step, the process to establish advisors as the consultants to today's demanding clients.
Reviews
'...The book brings together all the possibilities - in terms of servicing mechanisms - advisors and consultants have available to them. In successfully bringing together all of these elements, the author has created an invaluable resource book.'
Frank L. Campanale, former President and CEO, Salomon Smith Barney Consulting Group
'This book does an excellent job of tracing the history of the family office, identifying the unique attributes of the service models in use, and providing helpful suggestions that a practitioner can adapt for daily use. In an environment where individual investors are becoming more sophisticated ad selective, this book can provide a distinct competitive edge.'
J. Richard Joyner, President, Private Wealth Management, Tolleson Wealth Management
'Lisa Gray has done an excellent job of presenting a comprehensive history of the wealth management field and the challenges that both institutions and family offices face in the years to come in her book 'The New Family Office.' This is an invaluable resource for all family office executives and practitioners in the field who should be striving to create the type of wealth optimization models she introduces in her writing.'
Lee Hausner, Ph.D., Partner, DoudHausnerVistar
'With more and more entrants in the high-net-worth-client sweepstakes, Lisa Gray's round-up could not be more timely. 'The New Family Office' provides a clear analysis of the genesis of family offices—then and now—and of the difference in approach and scope of services offered by true family office and their myriad derivative hybrids. It is a useful survey of the current wealth management scene.'
Stanley H. Pantowich, Partner, CEO, TAG Associates
Author Biography
Lisa Gray is a 15-year veteran of the investment industry. She began her career at Union Planters Investment Bankers Group working with individual investors in the fixed income markets in 1988. She continued her career at Morgan Keegan and Company, Inc. During her tenure with the firm, she became a student of technical analysis of equities and the financial markets. Ms. Gray continued that study at PaineWebber, Inc. (now UBS) where she completed Level 1 of the requirement for earning the Chartered Market Technician (CMT) designation. She began a career in financial journalism in 2001.
Ms. Gray offers in-the-trenches experience and expertise in a variety of areas including creating and developing business initiatives, strategic marketing, business and investment planning, alternative investments, the financial markets, fostering ultra high net worth client relationships, and family wealth optimization. She holds the Certified Investment Management Consultant (CIMC) designation and is a member of the Investment Management Consultants Association (IMCA). She is also a Level 1 CFA candidate and is a member of the Association for Investment Management and Research (AIMR) and the Memphis Society for Financial Analysts. She has recently been selected as a member of the editorial board for AIMR's Financial Journalist e-Newsletter, a global newsletter 'providing educational insight for journalists on the intricacies of the financial world.' Ms. Gray has an extensive industry training background, and is actively involved in promoting internet-based training and education throughout the industry. In 2002, she founded graymatter STRATEGIES LLC, a financial marketing consulting firm which leverages educational and relationship marketing through the written word.
Customers who bought this item also bought
The New Family Office: Strategies for Consulting to the Affluent
European Mass Affluent Strategies 2001
Corporate Finance For Family Businesses - A Guide For UK Family Managed Companies
Financial Services for Affluent Customers in Europe 2003
UK Mass Affluent Customers 2002
UK Mass Affluent 2001
Office Furniture Market Report 2004
The UK Wealth Management And Private Banking Market Outlook: Optimising Customer Value In A Demanding Marketplace
|
|
|
|
