Download or read book Tailored Wealth Management written by Niall J. Gannon and published by Springer. This book was released on 2019-01-07 with total page 191 pages. Available in PDF, EPUB and Kindle. Book excerpt: The meaning of wealth has become one of the least understood concepts of our time. Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number. Tailored Wealth Management meets you where you are: a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist. The book educates readers with a deeper understanding of their place on the national and global scales of wealth. It proves that the term “wealthy” can apply as fittingly to a gas station attendant as it does to a gas company president. It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy. As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind “hope” simplicity. The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo. Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few. Tailored Wealth Management topples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities. This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success.

Download or read book Investing Strategies for the High Net Worth Investor Maximize Returns on Taxable Portfolios written by Niall Gannon and published by Mcgraw-hill. This book was released on 2009-12-07 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.

Download or read book The Future for Investors written by Jeremy J. Siegel and published by Crown Currency. This book was released on 2005-03-08 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: The new paradigm for investing and building wealth in the twenty-first century. The Future for Investors reveals new strategies that take advantage of the dramatic changes and opportunities that will appear in world markets. Jeremy Siegel, one of the world’s top investing experts, has taken a long, hard, and in-depth look at the market and the stocks that investors should acquire to build long-term wealth. His surprising finding is that the new technologies, expanding industries, and fast-growing countries that stockholders relentlessly seek in the market often lead to poor returns. In fact, growth itself can be an investment trap, luring investors into overpriced stocks and overly competitive industries. The Future for Investors shatters conventional wisdom and provides a framework for picking stocks that will be long-term winners. While technological innovation spurs economic growth, it has not been kind to investors. Instead, companies that have marketed tried-and-true products for decades in slow-growth or even declining industries have superior returns to firms that develop “the bold and the new.” Industry sectors many regard as dinosaurs—railroads and oil companies, for example—have actually beat the market. Professor Siegel presents these strategies within the context of the coming shift in global economic power and the demographic age wave that will sweep the United States, Europe, and Japan. Contrary to the popular belief that these economic and demographic trends doom investors to poor returns, Professor Siegel explains the True New Economy and how to take advantage of the coming surge in invention, discovery, and economic growth. The faster the world changes, the more important it is for investors to heed the lessons of the past and find the tried-and-true companies that can help you beat the market and prosper in the years ahead.

Download or read book Flourish Financially written by Kathy Longo and published by . This book was released on 2018-09-17 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Flourishing Through Financial Planning Money is about much more than dollars and cents. It's about our family, it's about our first experiences with money, it's about our life values, and it's about the conversations we do or do not have with the people who influence our saving, investing, sharing, and spending. Unfortunately, most wealth management firms rarely take the time to get to know their clients in a way that truly allows them to develop the perfect, individualized solution for each client. In addition, many financial planners overlook the psychological elements that drive financial decisions. In FLOURISH FINANCIALLY, author Kathy Longo takes a personalized approach to finance, helping you analyze the nine core areas where you typically spend your time--finances, family, health, leisure, learning, inner growth, home, community, and work--so you can understand your own money story to develop a strong financial plan and future. You'll learn about different financial planning tools and practices--most importantly, how to communicate about money matters with those you care about--to help you get to the heart of your values and priorities, establish meaningful financial and life goals, and create an effective and inspiring decision-making framework.

Download or read book Wealth of Wisdom written by Tom McCullough and published by John Wiley & Sons. This book was released on 2018-12-03 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications — these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Ensure your personal and financial success and legacy Access insight and data from leading experts Adopt the most useful tools and strategies for wealth management Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical — and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.

Download or read book Handbook of Research on Entrepreneurial Leadership and Competitive Strategy in Family Business written by Saiz-Álvarez, José Manuel and published by IGI Global. This book was released on 2019-04-15 with total page 591 pages. Available in PDF, EPUB and Kindle. Book excerpt: This reference book is an IGI Global Core Reference for 2019 as it provides trending research on family businesses. With the recent boom in entrepreneurship and the maker market, this publication will provide the timeliest research outlining how family businesses can enhance their business practices to ensure sustainability. The Handbook of Research on Entrepreneurial Leadership and Competitive Strategy in Family Business is a collection of innovative research on business and leadership strategies that can be applied to family firms in order to boost efficiency, competitiveness, and optimal use of resource allocation to compete internationally. While highlighting topics including global leadership, knowledge creation, and market performance, this book is ideally designed for business managers, management professionals, executives, researchers, academicians, and students seeking current research on the entrepreneurship role of family businesses in the modern economic age.

Download or read book Exceptional Wealth written by Mark Tepper and published by Greenleaf Book Group. This book was released on 2018-01-02 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.

Download or read book More Than Money written by Michael A. Cole and published by John Wiley & Sons. This book was released on 2017-04-17 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book The WEALTHTECH Book written by Susanne Chishti and published by John Wiley & Sons. This book was released on 2018-04-20 with total page 944 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get a handle on disruption, innovation and opportunity in investment technology The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools. The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space. • Explains how the wealth management sector is being affected by competition from low-cost robo-advisors • Explores technology and start-up company disruption and how to delight customers while managing their assets • Explains how to achieve better returns using the latest fintech innovation • Includes inspirational success stories and new business models • Details overall market dynamics The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

Download or read book Smart Financial Market AI and the Future of Banking written by Pritam Mehta and published by Centre for Academic Research and Excellence . This book was released on 2024-08-25 with total page 419 pages. Available in PDF, EPUB and Kindle. Book excerpt: Smart Financial Market: AI and the Future of Banking offers a comprehensive exploration of how artificial intelligence is transforming the financial industry. This essential read covers critical topics such as FinTech innovations, robo-advising, and evolving payment methods. The book is a collaboration of experts, including engineers, professors, law students, and bank managers, ensuring that the content is both authoritative and up-to-date with the current landscape. Delving into the intersection of technology and finance, this book provides readers with insights into the latest AI-driven solutions that are reshaping banking services. From the rise of FinTech startups disrupting traditional banking models to the advent of robo-advisors offering personalized financial guidance, this book examines how AI is creating new opportunities and challenges within the financial sector.

Download or read book The Handbook of Personal Wealth Management written by Jonathan Reuvid and published by Kogan Page Publishers. This book was released on 2006 with total page 446 pages. Available in PDF, EPUB and Kindle. Book excerpt: This important guide, now fully updated for a second edition and once again endorsed by the Institute of Directors, has been written for high earners and wealthy individuals who are looking to maximise returns on their capital and protect their accumulated wealth. It offers authoritative and jargon-free advice to how to structure personal and business-related finances, as well as providing an accessible overview of current financial products. It includes details on strategies for sound wealth management, as well as offering a full examination of the available securities and financial products, including alternative investments and self-managed investments. It also reviews the more proactive alternatives of starting a business or becoming a business angel.

Download or read book Understanding Family Businesses written by ALAN CARSRUD and published by Springer Science & Business Media. This book was released on 2011-10-29 with total page 333 pages. Available in PDF, EPUB and Kindle. Book excerpt: Businesses owned and operated by families constitute the vast majority of firms around the world. These firms are found in all industrial segments, from retail and service establishments to heavy manufacturers. Their sizes and revenues range from the smallest venture of a husband and wife roadside food stall in rural India to the largest multinational, highly diversified corporations in the United States and Europe. Many challenges, such as competition, regulation, environmental concerns, access to capital, and macroeconomic factors confront family and nonfamily firms alike. In addition, family and closely-held firms grapple with such issues of succession, continuity, conflict resolution, identity and organizational roles, estate and financial planning that are idiosyncratic to them; when psychological, social, and emotional factors are in play, constantly changing familial relationships influence the strategic and financial choices they make. Yet, there has been comparatively little theoretical or empirical research undertaken on family firms, relative to entrepreneurship and strategic management. This book addresses gaps in the literature by presenting a holistic, multi-disciplinary approach to the study and practice of family business that draws from such fields as psychology, anthropology, sociology, strategy, family therapy, family studies, wealth management, and international business. An international array of experts addresses both macro issues (including the role of family businesses in new business creation and economic development, influences of culture on family business, public policies that can encourage or threaten family business) and firm management (strategic and financial decision making, governance, entering and exiting). Featuring case studies from firms in a variety of industries, Understanding Family Businesses not only offers provocative new insights on family business dynamics, but outlines an agenda for future research.

Download or read book Wealth Management written by Dimitris N. Chorafas and published by Elsevier. This book was released on 2011-02-24 with total page 391 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth Management has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families, have become retail investors – looking for ways and means to optimize wealth management, and Private Banking deals with these sorts of clients. Private banking also deals with clients that are institutional investors, such as pension funds, mutual funds, and insurance companies, as well as not-for-profits, foundations and companies explicitly set up for wealth management. Both institutional and retail investors are being offered by the banks they work with structured products. Typically, these are securities that provide them with a redemption amount, with may be either with full or partial capital protection, and some type of return. The book examines structured financial products, their polyvalent nature, and the results which could be expected from them. Return on structural instruments, which are essentially derivatives, is paid in function of a specific investment strategy on selected underlying asset(s). This essentially means on the performance of the underlyings, obtained by asset managers, which may be banks or hedge funds, through purchase or sale of embedded options. But there are risks. Both risk and return from structured products are related to three main issues: the volatility of future value of an underlying, the uncertainty of future events, and the exposure of the product. Every type of investment is subject to market forces, and the more leveraged a portfolio is, the greater will probably be both the assumed risk and the expected reward. The fact that structured financial products appeal, or at least are being marketed, to both retail investors and institutional investors makes the dual approach deliberately chosen in this book most advisable. This book addresses all these issues in a practical manner with numerous case studies and real-world examples drawn from the author's intensive research. - Because it is based on intensive research, the book is rich in practical examples and case studies - Addresses the growing trend towards the use of structured financial instruments in private banking - Thorough treatment of structured financial products that keeps maths to a minimum

Download or read book FINANCIAL TECHNOLOGY FinTech New Way of Doing Business written by Mr. Govind Singh and published by Ink of Knowledge. This book was released on 2023-08-06 with total page 123 pages. Available in PDF, EPUB and Kindle. Book excerpt: FINTECH's books are a major guide to the financial technology revolution and the turmoil, innovation and opportunities within it. Written by renowned sort leaders in the world's fin-tech investment space, this book brings together insights from different industries into one informative volume that leverages this profitable market for entrepreneurs, bankers and investors. We will provide you with the answers you need to do. Key industry developments are detailed and important insights from cutting-edge practitioners provide direct information and lessons learned. The fin-tech industry is booming and entrepreneurs, bankers, advisors, investors and wealth managers are looking for more information. Who are the main players? What is driving explosive growth? What are the risks? This book summarizes insights, knowledge, and guidance from industry experts and provides answers to these questions. • Learn about the latest industry trends • Capturing the market dynamics of the "Fin-tech Revolution" • Understand the potential of the sector and its impact on related industries • Gain expert insights on investment and entrepreneurial opportunities The fin-tech market reached more than $ 14 billion in 2014, triple the previous year. New startups are emerging faster than ever, forcing large banks and insurers to step up their digital operations to survive. The fin-tech sector is booming and the fin-tech book is the first crowd source book on this subject anywhere in the world and is a valuable resource for anyone working or interested in this area.

Download or read book Currency Internationalization and Macro Financial Risk Control written by International Monetary Institute and published by Springer. This book was released on 2018-08-10 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book collects expert opinions, research, and risk assessments from within the Chinese financial policy establishment on prospects for the internationalization of the renminbi as a reserve currency around the world. As China's economy diversifies in the acquisition of global assets, the renminbi may partially displace the dollar or yen as a reserve currency, with unpredictable and profound potential consequences. This book, presenting for the first time in English, the Chinese perspective on the internationalization of the Chinese currency will be of great value to central bankers, financiers, and students of international finance.

Download or read book The Pillars of Finance Decoding the Modern Banking System written by Shaikh Ahmed Showmik and published by Ocleno. This book was released on 2024-09-05 with total page 48 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Banking Horizons, explore the transformative journey of the global banking system as it evolves through technological advancements, regulatory challenges, and a dynamic economic landscape. This insightful book delves into the foundations of banking, the rise of digital finance, risk management strategies, and the impact of emerging trends like AI, blockchain, and FinTech. Whether you're a finance professional, student, or enthusiast, this comprehensive guide offers a forward-thinking perspective on how banks can navigate future challenges while seizing new opportunities for growth and innovation.

Download or read book Cincinnati Magazine written by and published by . This book was released on 2008-10 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: Cincinnati Magazine taps into the DNA of the city, exploring shopping, dining, living, and culture and giving readers a ringside seat on the issues shaping the region.