rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    title: Family capital
    sub title: working with wealthy families to manage their money across generations
  name:
    name part: Curtis, Gregory
    name part: 1947-
    role:
      role term: creator
    role:
      role term: author.
  type of resource: text
  genre: bibliography
  origin info:
    place:
      place term: nju
    date issued: 2016
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: remote
    extent: 1 online resource (xxvi, 326 pages.)
  abstract: "The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor's performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation"--
  note: Gregory Curtis.
  note: Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Phi…
  note: Includes bibliographical references and index.
  subject:
    geographic code: n-us---
  subject:
    topic: Finance, Personal
  subject:
    topic: Wealth
    geographic: United States
  subject:
    topic: Investments
    geographic: United States
  subject:
    topic: Finance
    geographic: United States
  classification: HG179 .C848 2016
  classification: 332.02400973
  related item:
    title info:
      title: Family capital
    name:
      name part: Curtis, Gregory, 1947- author.
    origin info:
      publisher: Hoboken : Wiley, 2016
      edition: 1.
    identifier: (DLC) 2015045963
  related item:
    identifier: (DLC) 2015036772
  identifier: 9781119093930 (electronic bk.)
  identifier: 1119093937 (electronic bk.)
  identifier: 9781119094135
  identifier: 1119094135
  identifier: http://proxy.library.tamu.edu/login
  record info:
    record content source: NhCcYBP
    record creation date: 260209
    record change date: 20260215000656.5
    record identifier: in00005690159
    language of cataloging:
      language term: eng