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Family Wealth Management:Seven Imperatives for Successful Investing

Author

Listed:
  • Mark Haynes Daniell

    (Raffles Family Wealth Trust, Singapore)

  • Tom McCullough

    (Northwood Family Office, Canada)

Abstract

The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.

Suggested Citation

  • Mark Haynes Daniell & Tom McCullough, 2023. "Family Wealth Management:Seven Imperatives for Successful Investing," World Scientific Books, World Scientific Publishing Co. Pte. Ltd., number 13129.
    • Handle: RePEc:wsi:wsbook:13129
    as

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    File URL: https://www.worldscientific.com/worldscibooks/10.1142/13129
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    More about this item

    Keywords

    Absolute Return; Active Versus Passive Management; Advice; Advisors; Alpha; Alternative Investments; Annual Review; Asset Allocation; Asset Classes; Asset Structuring; Balance Sheet; Behavioral Finance; Benchmarks; Beta; Bonds; Capital Gain; Capital Preservation; Cash; Cash Flow; Chief Investment Officer (CIO); Co-Investment; Comprehensive Wealth Management; Core And Satellite; Correlation; Costs; Direct Investments; Disciplined Investment Process; Dispersion And Persistence; Distribution Strategies; Diversification; Economic; Ecosystem; Education; Emerging Markets; Endowment Model; Education; Engagement; Entrepreneurial; Equities; Estate Planning; Exchange-Traded Funds (ETFs); Expected Return; Expenses; Family Balance Sheet; Family Business; Family Culture; Family Office; Family Roles and Relationships; Family Vision; Values; and Goals; Family Wealth; Fees; Ethics; Financial Management; Financial Planning; Fixed Income; Framework; Generational Issues; Global Financial Crisis (GFC); Global Investing; Goals and Objectives; Goals-Based Wealth Management (GBWM); Governance; Growth Investing; Hedge Funds; Heirs; Holistic Approach; Human Capital; Income; Index Funds; Inflation; Inheritance Tax; Integrated Management; Interest Rates; Intergenerational; International; Investment Committee; Investment Management; Investment Policy Statement; Investment Manager Selection; Legacy; Lifestyle; Lifetime; Liquidity; Long-Term Strategy; Milestone; Modern Portfolio Theory; Monitoring And Review; Multifamily Office (MFO); Multijurisdictional; Next Generation; Outsourcing; Ownership; Performance; Monitoring; Philanthropy; Planning Horizon; Portfolio; Private Equity; Quarterly Review; Real Estate; Rebalancing; Reporting; Responsibility; Return on Investments; Risk Management; Risk-Adjusted; Scenario Planning; Selecting Investment Managers; Stakeholders; Stewardship; Strategy; Succession; Tax; Transaction Costs; Trusted Advisors; Trusts; Upside/Downside Capture; Value Investing; Volatility; Wealth Management; Wealth Transfer;
    All these keywords.

    JEL classification:

    • G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
    • F21 - International Economics - - International Factor Movements and International Business - - - International Investment; Long-Term Capital Movements
    • O16 - Economic Development, Innovation, Technological Change, and Growth - - Economic Development - - - Financial Markets; Saving and Capital Investment; Corporate Finance and Governance

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