Leadership in Wealth is a book offering a unique perspective on the opportunities wealthy families face when managing their wealth. Written by two former managing directors at the world’s largest wealth manager UBS, they share their experience from advising some of the world’s wealthiest families over two decades.
The authors identify universal challenges which cluster around three spheres of influence: family, firm, and society. The combination of their professional experience, and their analysis of academic literature across finance, economics, and psychology, has allowed them to arrive at new perspectives on how to be wealthy and how to manage wealth. They examine the following questions:
Family
How can I be wealthy and happy, and who can I really trust?
How can wealth survive through generations, and do I need a family office?
How much risk should I take and what should my asset allocation be?
How do I select the best investment managers and pay the right fees?
How should I include real estate, hedge funds and private markets?
How do cryptocurrencies and collectibles fit?
Firm
How can I lead my firm effectively?
How should I select my successor?
How do I create fairness in my family firm?
How much cash should my firm hold?
How do I invest my firm’s cash?
How do I shield my firm from exchange rate risk?
Society
How can I shape my society?
How do I influence responsibly?
How can I manage my reputation?
How can I invest sustainably and does it perform?
How can philanthropy be strategic?
The authors are available for suitable consultancy engagements, including overall wealth/investment strategy, strategic asset allocation, selection/review of investment managers, family governance/charter, fee negotiations, establishment of family office including selection/review of leadership team, outsourced Chief Investment Officer, family business succession, coaching next generation, philanthropy, acting as expert witnesses in disputes, and presenting at family meetings.
Company Details
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Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Family Office, Investing, Philanthropy, Wealth Structring, Strategic Asset Allocation, Investment Manager Selection, Chief Investment Officer, Family Governance, Fee Negotiation, Expert Witness, Family Charter, Investment Analysis, Leadership Succession, Executive Coaching, Ultra High Net Worth, Wealth Strategy, Financial Risk Management, Impact Investing, Alternative Investments, Investment Performance.
Leadership In Wealth: Mastering The Opportunities Of Wealth In Your Family, Firm And Society Questions
Leadership In Wealth: Mastering The Opportunities Of Wealth In Your Family, Firm And Society's website is https://www.leadershipinwealth.com/
Leadership In Wealth: Mastering The Opportunities Of Wealth In Your Family, Firm And Society's LinkedIn profile is https://www.linkedin.com/company/leadership-in-wealth
Leadership In Wealth: Mastering The Opportunities Of Wealth In Your Family, Firm And Society's industry is
Financial Services
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Leadership In Wealth: Mastering The Opportunities Of Wealth In Your Family, Firm And Society's categories are Financial Services
Leadership In Wealth: Mastering The Opportunities Of Wealth In Your Family, Firm And Society's founding year is 2023
