Series:

Raffles Family Wealth And Legacy

2 total works

Book 0

Cover of Family Wealth Management: Seven Imperatives For Successful Investing
The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.

Book 0

Cover of Family Legacy And Leadership: Preserving True Family Wealth In Challenging Times
This book is the successor to Family Legacy and Leadership, a highly acclaimed wealth management book. Like its predecessor, this book looks at the essential challenges and practical approaches legacy families and their leaders can take to ensure that all aspects of their greater family enterprise — family, business, philanthropy and other initiatives — work well now and for long into the future.The book begins with an understanding that true family wealth includes, but also goes well beyond, financial assets. It discusses in detail topics such as family unity, harmony and security, a clear statement of purpose, vision and values, effective family governance, leadership and succession, and full consideration of the challenges and opportunities for the journey across different generations, between branches and for individual family members. Real world examples and practical approaches are set out for the reader's review and potential application. Focusing on both human and commercial aspects of legacy families, the book aims to provide guidance and proven approaches to the non-commercial aspects of wealthy families and their potential long-term success, reflecting an understanding that the families that are most likely to prosper long into the future address both the commercial and non-commercial aspects of family and family sustainability in equal measure.Drawing from many decades working with leading families around the world who have understood and mastered many of the most important challenges families face today, the two authors bring their collective expertise and experience to all families and their leaders who aspire to create the best possible future for their own families in these challenging times.