Family Wealth Management

• How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy
• How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments
• How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results
• How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance
• How to effectively monitor performance and respond to the need for change
• How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead
• How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations

About Authors:

Mark Haynes Daniel. The Raffles Family Wealth Trust is based in Singapore. The Cuscaden Group is a private office based in Singapore. He was a director of Bain & Company, one of the world’s leading strategy consulting firms, where he worked for more than two decades with some of the world’s wealthiest families and their businesses. Mr. Daniell was the founder and chairman of the Private Wealth Management Initiative in Singapore.

The man is Tom McCULLOUGH. He is the Chairman and CEO of the multi-family office that serves the financial needs of families of significant net worth. Northwood was founded in 2003 and has risen to prominence as an international leader in its field. Mr. McCullough is a professor of finance at the University of Toronto where he teaches The Management of Private Wealth.

Table of Contents

There is a new approach to family wealth management.

There is a point in the history of family wealth that needs to be fixed.

There are differences between private and institutional investing.

The importance of a disciplined investment process is emphasized.

Family philosophy, vision, and values are documented.

The purpose of wealth and setting high-level financial goals can be determined.

Structuring assets and aligning investments can serve multiple purposes.

The family business is being integrated into a wealth management strategy.

Reexamining Modern Portfolio Theory, Considering Goals-Based Wealth Management.

There are different approaches to asset allocation reviewed.

There is Comprehensive Risk Management.

There are elements of long-term strategy.

Investing for the Future: Mega-Themes and Principled Investment Management is a book.

There is a long-term strategy document.

The annual investment policy statement and refining investment tactics should be drafted.

There is a rethinking of the role of traditional asset classes.

There is an assessment of alternative assets and the search for recurring alpha.

Selecting Individual Investments and Investment Managers.

Investment Policy Statement is an example.

Performance against internal and external goals is monitored.

White Water Investing and the Management of Wealth in Turbulent Times was published.

The design of the Ecosystem and Selecting Advisors.

The role of the family office.

The right wealth distribution strategy is determined.

Preparing the family for successful management and transfer of wealth.

The Successful Management and Transfer of Wealth Across Generations is a book.

There is a bibliography (pages: 403-406).

There is a list of essay writers.

There is a list of figures and tables.

There is an About the Authors page.

About the Raffles Family Wealth Trust.

There is an article about the Northwood Family Office.

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