How to protect family wealth in the long term - Vision, Strategy and Tax
A book by Corinna Traumueller Schulthess, Karin Ebel and Maren Gräfe, addressing the emerging needs for a professional approach to long-term investment management and capital preservation strategies.
Families pursuing the overriding strategy of maintaining and growing their wealth beyond the first generation, whether accumulated over decades and generations or stemming from the sale of the family business, need to professionalize their wealth management approach, set-up and strategy. This book takes an interdisciplinary and all-encompassing look at the building blocks Set-up, Preservation, Growth and Future Innovation that are relevant and essential in a family office structure:
- A common vision and solid Corporate und Family Governance structures
- Strategic development of a concrete business case, the various growth scenarios, asset allocation and its implementation
- Pit faults to be considered on the legal and tax side and possibilities for subsequent structuring
Based on profound best practices and expert knowhow, the authors portray the interconnectivities between the various topics and work streams, as never seen before. Precious insights are given for wealth management beginners while at the same time, experts will benefit from strategic insights and the innovative approach. A book for professionals working with family wealth and those who would like to become ones.
