Wise Wealth [electronic resource] : Creating It, Managing It, Preserving It /
Schwass, J.author.
Hillerström, H.author.
Kück, H.author.
Lief, C.author.
Captures the insights of leading academics and practitioners based on decades of research around the globe on factors of success and failures of private wealth, over time. It presents a deep and broad approach to understanding why and how wealth is created, managed and preserved over generations.
Cover; Contents; List of Tables and Figures; Preface; Acknowledgments; About the Authors; The Cycle of Wealth; 1 The Cycle of Entrepreneurship; 2 Generation One - The Entrepreneur; 3 Generation Two and Beyond - The Family Business; 4 Successful Transitions: Essential Questions and Some Role Models; 5 The Future - The Family Office; 6 The Family Office: What to Keep Your Eye On; 7 Single-Family Office or Multi-Family Office?; 8 The Cycle of Entrepreneurship Continues; 9 How It All Comes Together - The Long-Term View; Appendix A Original Owens Family Tree; Appendix B Owens Family Tree 1995
Appendix C Scope of Services for a Large Single-Family OfficeAppendix D The Yale/Harvard Model of Endowment Investment: The Importance of Asset and Risk Management; Appendix E Case Study: Four Generations of the Owens Family (A); Appendix F Case Study: Four Generations of the Owens Family (B); Appendix G Case Study: Four Generations of the Owens Family (C); Notes; Index
Includes index.
Captures the insights of leading academics and practitioners based on decades of research around the globe on factors of success and failures of private wealth, over time. It presents a deep and broad approach to understanding why and how wealth is created, managed and preserved over generations.
Small business.
Organization.
Planning.
Entrepreneurship.
Management.
Small Business.
Organization.
Entrepreneurship.
Management.