More Than Money

A Guide To Sustaining Wealth and Preserving the Family
Standards Information Network (Verlag)
  • erschienen am 30. März 2017
  • |
  • 192 Seiten
E-Book | PDF mit Adobe-DRM | Systemvoraussetzungen
978-1-119-26473-6 (ISBN)
A new, more comprehensive approach to long-term family wealth management
More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family's assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you'll improve your ability to preserve your family's resources over multiple generations.
With an expert's perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation.
* Develop a shared family vision and mission
* Improve communication and trust among members
* Merge strategic and tactical planning
* Ensure the longevity of your family's wealth
The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves--this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
weitere Ausgaben werden ermittelt
MICHAEL A. COLE is the president and founder of Ascent Private Capital Management of U.S. Bank. He and his team provide ultra-high-net-worth clients with a unique and distinctive suite of wealth management services combining traditional wealth management offerings with cutting-edge wealth-impact services.
About the Author
Part I: The Meaning of Wealth
Chapter 1: The Wealth Management Challenge
Chapter 2: Wealth Is More Than Money
Chapter 3: The Impact of Wealth Stewardship
Part II: Understanding the Wealth Management Process
Chapter 4: The Importance of Integrating Tactical and Strategic Wealth Management
Chapter 5: Should We Manage Wealth as a Family?
Chapter 6: The Story of Wealth Creation: Why It Matters
Chapter 7: Vision and Mission: The Past, the Present, and the Future
Chapter 8: Family Governance: Roles and Responsibilities, Decision Making, and Conflict Resolution
Chapter 9: Developing Future Leadership
Chapter 10: Family Education: Building a Culture of Learning and Continuous Improvement
Chapter 11: Communication and Alignment: Working Together as a High-Functioning Team
Chapter 12: Integrating Tactical Wealth Management
Chapter 13: Getting It Right

Dateiformat: PDF
Kopierschutz: Adobe-DRM (Digital Rights Management)


Computer (Windows; MacOS X; Linux): Installieren Sie bereits vor dem Download die kostenlose Software Adobe Digital Editions (siehe E-Book Hilfe).

Tablet/Smartphone (Android; iOS): Installieren Sie bereits vor dem Download die kostenlose App Adobe Digital Editions (siehe E-Book Hilfe).

E-Book-Reader: Bookeen, Kobo, Pocketbook, Sony, Tolino u.v.a.m. (nicht Kindle)

Das Dateiformat PDF zeigt auf jeder Hardware eine Buchseite stets identisch an. Daher ist eine PDF auch für ein komplexes Layout geeignet, wie es bei Lehr- und Fachbüchern verwendet wird (Bilder, Tabellen, Spalten, Fußnoten). Bei kleinen Displays von E-Readern oder Smartphones sind PDF leider eher nervig, weil zu viel Scrollen notwendig ist. Mit Adobe-DRM wird hier ein "harter" Kopierschutz verwendet. Wenn die notwendigen Voraussetzungen nicht vorliegen, können Sie das E-Book leider nicht öffnen. Daher müssen Sie bereits vor dem Download Ihre Lese-Hardware vorbereiten.

Bitte beachten Sie bei der Verwendung der Lese-Software Adobe Digital Editions: wir empfehlen Ihnen unbedingt nach Installation der Lese-Software diese mit Ihrer persönlichen Adobe-ID zu autorisieren!

Weitere Informationen finden Sie in unserer E-Book Hilfe.

Download (sofort verfügbar)

25,99 €
inkl. 7% MwSt.
Download / Einzel-Lizenz
PDF mit Adobe-DRM
siehe Systemvoraussetzungen
E-Book bestellen