Personal Finance

Get Family Capital: Working with Wealthy Families to Manage PDF

By Gregory Curtis

ISBN-10: 1119094135

ISBN-13: 9781119094135

The lifelong advisor to potent relatives wealth administration strategy

Family Capital provides a different and sensible lesson on wealth administration. rather than lectures and dry dialogue, this attractive booklet follows an archetypal filthy rich relatives via a number of generations and collateral relations devices to teach you what potent kinfolk capital administration feels like long term. you are going to truly snoop on conferences among the relations and its wealth consultant as they grapple with the numerous demanding situations kinfolk traders face. professional wealth consultant Gregory Curtis offers suggestion and perception alongside the best way, explaining why each one technique is valuable, and the way you could positioned it to be just right for you. you will easy methods to locate an consultant you could belief, how one can assessment their functionality, and the way you could take the lead function in coping with your wealth with the precise consultant by way of your aspect. property making plans and portfolio layout are explored completely that will help you comprehend what is smart in your family members, and the significant other web site presents very important types and extra assets that assist you placed your plan into action.

You've labored tough and performed good, however the paintings isn't really over. you must safeguard your wealth and make the perfect judgements to make sure that your loved ones capital continues to be powerful adequate to profit destiny generations. This ebook delivers a lifelong consultant to potent wealth administration, with specialist perception to respond to your such a lot urgent questions.

  • Find your excellent wealth advisor
  • Design and construct your funding portfolio
  • Monitor your investments and your advisor's performance
  • Utilize trusts and different property making plans autos on your fullest benefit

The top approach to study whatever new is to listen to lived reviews along professional remark. Family Capital presents real-world viewpoint balanced by means of specialist context, so that you can tailor your subsequent movement to most sensible fit your personal situation.

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Extra resources for Family Capital: Working with Wealthy Families to Manage Their Money Across Generations

Sample text

The way the process should work is that a family looks at the risk and return profile of its portfolio and decides that (let’s say) it needs to reduce its risk but, hopefully, without reducing its returns by a similar amount. The family will then look around for ways to accomplish this and might (for example) decide to replace some of its long equity managers with long/short hedge fund managers. The family will look for the best long/short managers in the business and engage one or two of them.

When Jake stepped down, Paul Winthrop decided that the time had come for him to step down, as well. Winthrop was already semiretired from the regional brokerage firm, and at the end of 2005 he left the Titan account and asked a younger man, Frank Patterson, to take his place. At that time, then, the investment committee for the Jake Titan branch of the family consisted of Ned and Rose as co-chairs, Frank Patterson, representing the brokerage firm, and Carl Schumacher, the family lawyer. Frank Patterson was an aggressive sales executive for the brokerage house, having parlayed his sales skills into making himself the firm’s largest producer.

Ned and Rose Succeed Jake as Co-Heads of the Family 27 Stunned by this development, Ned and Rose summoned Reggie Clause to a meeting at Lawburn. When Clause arrived, he was distressed to notice that the Titans had brought a securities lawyer to the meeting. Clause expressed his own regret and bewilderment at the development with the auction rate account and promised to contact Lehman Brothers and find out what was going on. In the meantime, the $25 million that Ned and Rose had thought was invested in a safe manner simply could not be accessed.

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Family Capital: Working with Wealthy Families to Manage Their Money Across Generations by Gregory Curtis

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