Managing Family Wealth

Managing family wealth starts with understanding family values. The asset allocation and investment process should therefore be designed to meet those objectives. Investment advisors or private bankers can assist in the planning and implementation of those investment decisions.This book provides a clear roadmap to building an efficient portfolio and establishing an effective investment process in line with one's family values. It is helpful to regularly assess performance and rebalance the portfolio when necessary. The book also covers efficient ways of investing in traditional and alternative assets, mutual funds, exchange traded funds and exchange traded notes. Written in an accessible manner, it is an essential source of reference for all who want to build and manage family wealth.