Wise Wealth

Creating It, Managing It, Preserving It

J. Schwass, H. Hillerström, H. Kück, C. Lief

• Publisher: Palgrave Macmillan
• Year: 2010
• Print ISBN: 9780230290051
• eBook ISBN: 9780230295278
• Topic: Business
• Subtopic: Business Strategy
• Index: Business

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.

Table of contents

• 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 Office
• Appendix 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