STRATEGY FOR THE WEALTHY FAMILY

Strategy for the Wealthy Family sets out an integrated approach to all aspects of family wealth management for the modern wealthy family (with investible assets exceeding US$1 million).  The new model proposed addresses managing the family itself, family business, family wealth management (protection, preservation, enhancement, transfer), philanthropy/charity, the selection and use of advisors, asset allocation, and the individual within the family.

The book will give practical advice on how to approach each of these areas and provide examples of how famous families have managed in each area- both successfully and unsuccessfully.