Generational Wealth Management: A Guide for Fostering Global Family Wealth

Rachel Thompson rachel.thompson na researchandmarkets.com
Středa Duben 25 04:35:25 CEST 2007


I enclose details of our latest wealth management report.     
   
This guide for global families of wealth and their advisors identifies generational perspectives and family dynamics as the root causes for family dysfunction regarding wealth issues. Global influences have catapulted these perspectives as differentiating factors for success. The book identifies three types of governance, appropriate roles related to each, and employs Jean LP Brunel's goal-based allocation model to lead families to more effective strategic asset allocations promoting the family's legacy of intellectual, emotional, and financial assets.   
   
About the Author:   
   
Lisa Gray is a 15-year veteran of the investment industry. She began her career at Union Planters Investment Bankers Group working with individual investors in the fixed income markets in 1988. She continued her career at Morgan Keegan and Company, Inc. During her tenure with the firm, she became a student of technical analysis of equities and the financial markets. Ms. Gray continued that study at PaineWebber, Inc. (now UBS) where she completed Level 1 of the requirement for earning the Chartered Market Technician (CMT) designation. She began a career in financial journalism in 2001.    
   
Ms. Gray offers in-the-trenches experience and expertise in a variety of areas including creating and developing business initiatives, strategic marketing, business and investment planning, alternative investments, the financial markets, fostering ultra high net worth client relationships, and family wealth optimization. She holds the Certified Investment Management Consultant (CIMC) designation and is a member of the Investment Management Consultants Association (IMCA). She is also a Level 1 CFA candidate and is a member of the Association for Investment Management and Research (AIMR) and the Memphis Society for Financial Analysts. She has recently been selected as a member of the editorial board for AIMR's Financial Journalist e-Newsletter, a global newsletter "providing educational insight for journalists on the intricacies of the financial world." Ms. Gray has an extensive industry training background, and is actively involved in promoting internet-based training and education throughout the industry. In 2002, she founded graymatter STRATEGIES LLC, a financial marketing consulting firm which leverages educational and relationship marketing through the written word.   
   
For a complete index of this report click on:   
http://www.researchandmarkets.com/product/ddded2/generational_wealth_management_a_guide_for   
   
Pricing:   
   
Hard Copy : EUR 210   
   
Ordering - Three easy ways to place your order:   
   
1] Order online at http://www.researchandmarkets.com/product/ddded2/generational_wealth_management_a_guide_for   
   
2] Order by fax: Print an Order form from http://www.researchandmarkets.com/product/ddded2/generational_wealth_management_a_guide_for and Fax to +353 1 4100 980   
   
3] Order by mail: Print an Order form from http://www.researchandmarkets.com/product/ddded2/generational_wealth_management_a_guide_for and post to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland.   
   
   
Related Reports also available from Research and Markets:   
   
Wealth Management & Private Banking Review 2006/07 - http://www.researchandmarkets.com/product/ddded2/wealth_management_private_banking_review   
   
Wealth Management in the United States - http://www.researchandmarkets.com/product/ddded2/wealth_management_in_the_united_states   
   
Wealth Management & Private Banking Review 2007/08 - http://www.researchandmarkets.com/product/ddded2/wealth_management_private_banking_review   
   
Wealth Management in the Nordic Region 2006 - http://www.researchandmarkets.com/product/ddded2/wealth_management_in_the_nordic_region_2006   
   
The Wealth Management Super League - http://www.researchandmarkets.com/product/ddded2/the_wealth_management_super_league   
   
Lending in Wealth Management 2006 - http://www.researchandmarkets.com/product/ddded2/lending_in_wealth_management_2006   
   
Emerging Wealth Management Markets in Asia-Pacific - http://www.researchandmarkets.com/product/ddded2/emerging_wealth_management_markets_in   
   
Wealth Management in Spain 2006 - http://www.researchandmarkets.com/product/ddded2/wealth_management_in_spain_2006   
   
Wealth Management in Italy 2006 - http://www.researchandmarkets.com/product/ddded2/wealth_management_in_italy_2006   
   
Insourcing in Wealth Management 2006 - http://www.researchandmarkets.com/product/ddded2/insourcing_in_wealth_management_2006   
   
The Case for Online Wealth Management - http://www.researchandmarkets.com/product/ddded2/the_case_for_online_wealth_management   
   
Ethical Wealth Management - http://www.researchandmarkets.com/product/ddded2/ethical_wealth_management   
   
Thank you for your consideration.      

Best Regards,   
   
Rachel Thompson             
Senior Manager         
Research and Markets Ltd         
rachel.thompson na researchandmarkets.com   
   
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