Managing the family's wealth in unstable times: role of advisers in wealth preservation using the parallel planning process concept
Paper
Paper/Presentation Title | Managing the family's wealth in unstable times: role of advisers in wealth preservation using the parallel planning process concept |
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Presentation Type | Paper |
Authors | Goekmen, A. S. (Author) and Mula, Joseph M. (Author) |
Journal or Proceedings Title | 4th IFERA Annual Research Conference |
Year | 2004 |
Place of Publication | Springfield, IL. United States |
Conference/Event | 4th International Family Enterprise Research Academy Annual Research Conference (IFERA 2004) |
Event Details | 4th International Family Enterprise Research Academy Annual Research Conference (IFERA 2004) Event Date Sep 2004 Event Location Jonkoping, Sweden |
Abstract | Unstable times have been with mankind since recorded history began, markedly so since September 11th 2001, and its effects on the financial markets have led to substantial loss of wealth, especially for wealthy families. The wealth of these families is widespread: it often contains a family business at its heart, and includes property and portfolio assets as well as art collections and other important assets, often spread over many jurisdictions. Advisors can help or hinder the wealth preservation efforts of wealthy families. |
Keywords | family wealth; preservation; advisers; parallel planning process |
ANZSRC Field of Research 2020 | 359999. Other commerce, management, tourism and services not elsewhere classified |
Public Notes | There are no files associated with this item. |
Byline Affiliations | Credit Suisse, Switzerland |
University of South Australia |
https://research.usq.edu.au/item/9z4v9/managing-the-family-s-wealth-in-unstable-times-role-of-advisers-in-wealth-preservation-using-the-parallel-planning-process-concept
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