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Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.
Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth.
* Reveals the wealth management strategies employed by America's wealthiest families and their financial managers
* Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more
* Details the essential steps for ensuring a lasting financial legacy
An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last.
Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.
Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth.
* Reveals the wealth management strategies employed by America's wealthiest families and their financial managers
* Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more
* Details the essential steps for ensuring a lasting financial legacy
An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last.
GREGORY CURTIS is the Chairman and founder of Greycourt & Co., Inc., a wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Curtis served for many years as president of a family office for the Mellon family and as president of the Laurel Foundation. He currently serves on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John's College, United Educators Insurance, and Winchester Thurston School, among others. Curtis is also a founder or cofounder of three investment firms, Greycourt & Co., Inc., The Investment Fund for Foundations, and Moneybags LLC.
Acknowledgments xxxi
PART ONE The Importance of Private Capital
CHAPTER 1 Wealth in America: The Indispensable Rich 3
CHAPTER 2 Creative Capital 25
PART TWO The Stewardship of Wealth
CHAPTER 3 Are We Living in a Permanent Financial Crisis? 53
CHAPTER 4 Risk 73
CHAPTER 5 The Collapse of Ethical Behavior 101
CHAPTER 6 Finding the Right Advisor 119
CHAPTER 7 Making Family Investment Decisions 149
CHAPTER 8 Trusts 163
PART THREE The Rich Get Richer
CHAPTER 9 Designing Taxable Investment Portfolios 183
CHAPTER 10 Adding Value to Family Investment Portfolios 203
CHAPTER 11 Investing in U.S. and Non-U.S. Equities 211
CHAPTER 12 Investing Globally 225
CHAPTER 13 Investing in Real Assets 239
CHAPTER 14 Investing in Fixed Income 259
CHAPTER 15 Investing in Hedge Funds 273
CHAPTER 16 Investing in Private Equity 293
CHAPTER 17 Working with Money Managers 307
CHAPTER 18 Managing Investment-Related Taxes 331
CHAPTER 19 Asset Location and Implementation 341
CHAPTER 20 Monitoring and Rebalancing Taxable Portfolios 355
CHAPTER 21 Investment Policy Statements 367
CHAPTER 22 Miscellaneous Challenges for Private Investors 371
About the Companion Website 407
About the Author 409
Index 411
Erscheinungsjahr: | 2012 |
---|---|
Fachbereich: | Betriebswirtschaft |
Genre: | Wirtschaft |
Rubrik: | Recht & Wirtschaft |
Medium: | Buch |
Seiten: | 464 |
Inhalt: | 464 S. |
ISBN-13: | 9781118321867 |
ISBN-10: | 1118321863 |
Sprache: | Englisch |
Einband: | Gebunden |
Autor: | Curtis, Gregory |
Hersteller: |
Wiley
John Wiley & Sons |
Maße: | 235 x 164 x 41 mm |
Von/Mit: | Gregory Curtis |
Erscheinungsdatum: | 06.11.2012 |
Gewicht: | 0,687 kg |
GREGORY CURTIS is the Chairman and founder of Greycourt & Co., Inc., a wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Curtis served for many years as president of a family office for the Mellon family and as president of the Laurel Foundation. He currently serves on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John's College, United Educators Insurance, and Winchester Thurston School, among others. Curtis is also a founder or cofounder of three investment firms, Greycourt & Co., Inc., The Investment Fund for Foundations, and Moneybags LLC.
Acknowledgments xxxi
PART ONE The Importance of Private Capital
CHAPTER 1 Wealth in America: The Indispensable Rich 3
CHAPTER 2 Creative Capital 25
PART TWO The Stewardship of Wealth
CHAPTER 3 Are We Living in a Permanent Financial Crisis? 53
CHAPTER 4 Risk 73
CHAPTER 5 The Collapse of Ethical Behavior 101
CHAPTER 6 Finding the Right Advisor 119
CHAPTER 7 Making Family Investment Decisions 149
CHAPTER 8 Trusts 163
PART THREE The Rich Get Richer
CHAPTER 9 Designing Taxable Investment Portfolios 183
CHAPTER 10 Adding Value to Family Investment Portfolios 203
CHAPTER 11 Investing in U.S. and Non-U.S. Equities 211
CHAPTER 12 Investing Globally 225
CHAPTER 13 Investing in Real Assets 239
CHAPTER 14 Investing in Fixed Income 259
CHAPTER 15 Investing in Hedge Funds 273
CHAPTER 16 Investing in Private Equity 293
CHAPTER 17 Working with Money Managers 307
CHAPTER 18 Managing Investment-Related Taxes 331
CHAPTER 19 Asset Location and Implementation 341
CHAPTER 20 Monitoring and Rebalancing Taxable Portfolios 355
CHAPTER 21 Investment Policy Statements 367
CHAPTER 22 Miscellaneous Challenges for Private Investors 371
About the Companion Website 407
About the Author 409
Index 411
Erscheinungsjahr: | 2012 |
---|---|
Fachbereich: | Betriebswirtschaft |
Genre: | Wirtschaft |
Rubrik: | Recht & Wirtschaft |
Medium: | Buch |
Seiten: | 464 |
Inhalt: | 464 S. |
ISBN-13: | 9781118321867 |
ISBN-10: | 1118321863 |
Sprache: | Englisch |
Einband: | Gebunden |
Autor: | Curtis, Gregory |
Hersteller: |
Wiley
John Wiley & Sons |
Maße: | 235 x 164 x 41 mm |
Von/Mit: | Gregory Curtis |
Erscheinungsdatum: | 06.11.2012 |
Gewicht: | 0,687 kg |