Strategy for the Wealthy Family: Seven Principles to Assure Riches to Riches Across Generations [NOOK Book]


“An excellent and comprehensive approach to the strategies required to understand, protect and grow family wealth across generations.”

John Evans
Managing Editor
Private Banker International


See more details below
Strategy for the Wealthy Family: Seven Principles to Assure Riches to Riches Across Generations

Available on NOOK devices and apps  
  • NOOK Devices
  • NOOK HD/HD+ Tablet
  • NOOK
  • NOOK Color
  • NOOK Tablet
  • Tablet/Phone
  • NOOK for Windows 8 Tablet
  • NOOK for iOS
  • NOOK for Android
  • NOOK Kids for iPad
  • PC/Mac
  • NOOK for Windows 8
  • NOOK for PC
  • NOOK for Mac
  • NOOK Study
  • NOOK for Web

Want a NOOK? Explore Now

NOOK Book (eBook)
$42.99 price
(Save 42%)$75.00 List Price
Note: This NOOK Book can be purchased in bulk. Please email us for more information.


“An excellent and comprehensive approach to the strategies required to understand, protect and grow family wealth across generations.”

John Evans
Managing Editor
Private Banker International

Strategy for the Wealthy Family expands the field of wealth planning and management by exploring beyond just financial concerns to consider critical human issues such as philanthropy and family leadership.”

Professor Randel S. Carlock, Ph.D., INSEAD Business School
Berghmans Lhoist Chaired Professor in Entrepreneurial Leadership
Director, Wendel International Centre for Family Enterprise

“The first book I have ever seen which fully addresses the all-important human side of the wealthy family as well as the financial aspects of family wealth management…an important book for any family, no matter how much wealth they have.”

Vivian Imerman

Strategy for the Wealthy Family is a brilliant source of insight and information covering all aspects of family wealth management.  This book is a perfect companion for private bankers, wealth managers, and wealthy families.”

Christopher Wilson
Managing Partner
Family Office Trust

“…a complete work of art for the wealthy.”

 R Jayachandran
Aquarius Investment Advisors 

Read More Show Less

Product Details

  • ISBN-13: 9781118179390
  • Publisher: Wiley
  • Publication date: 12/14/2011
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 314
  • File size: 6 MB

Meet the Author

Mark Haynes Daniell is the founder and chairman of The Cuscaden Group, a privately owned investment and advisory business.

Mr. Daniell is a former director of Bain & Company, one of the world’s leading strategy consulting firms, where he worked for more than 20 years with some of the world’s wealthiest families and their businesses around the world. He also served as a Director of Wasserstein Perella, a boutique mergers and acquisitions advisory firm in London and Paris, and was the founder and chairman of Singapore’s national Private Wealth Management Initiative. An independent director of Olam International, a multi-billion dollar international logistics business, Mr. Daniell has also been President of k1 Ventures, a publicly listed strategic investment company, and is a director of a number of privately owned companies.

Mr. Daniell holds a juris doctor degree from the Harvard Law School, an Honors degree in jurisprudence (B.A. and M.A.) from Oxford University (University College), a B.A. degree from Amherst College, a C.E.P from the Institut d’Etudes Politiques de Paris and a D.E.F from the Sorbonne-Université de Paris IV. He is also a High Honors graduate of The Phillips Exeter Academy in the United States.

In addition to authoring five books on wealth management, business strategy and global affairs, Mr. Daniell has contributed numerous articles to The Wall Street Journal and business publications. He is a frequent expert guest commentator on business and economic affairs for CNBC, the BBC, CNN, and Channel NewsAsia.

Read More Show Less

Table of Contents





Mastering the Challenge of Family Wealth: Seven Principles of Strategy for the Wealthy Family.


1. The Elements of Strategy.

2. Defining True Family Wealth.

3. Categories of Financial Wealth and their Implications.

4. Evolution Across Generations.

5. Process and Content of Family Strategy.


6. Family Identity, Vision and Values.

7. Organization, Governance and the Family Constitution.

8. "Heir Conditioning": Preparing the Next Generation.

9. The Family "Eco-System".

10. The Family Office.

11. Family Leadership and Engagement.


12. The Lessons of Risk and History.

13. Financial Discipline and Distribution Patterns.

14. Tax Management and Asset Structuring.

15. Establishing and Managing a Trust System.

16. Estate Planning and Ethical Will.

17. Risks To Family Wealth and Well-being.


18. The Investment Process.

19. Investment Profile and Investment Objectives.

20. Understanding Asset Classes.

21. Strategic Asset Allocation.

22. Performance Reporting, Portfolio Risk and Cost Control.

23. Private Banks, MFO's and Elite Family Investment Managers.


24. The Importance and Performance of  Family Businesses.

25. Family Issues in Business Strategy.

26. Strategic Success for a Family Business.

27. Managing the Family in a Family Business.

28. Family Business Role in Family Wealth Management.


29. The History of Generosity.

30. New Philosophy and Practices of Philanthropy.

31. Practicalities and Benefits of Family Giving.


32. Mastering the Individual Challenges of Family Wealth.



Example 1a: Family Strategy Document for a Category I (US$5 million) Family.

Example 1b: Family Strategy Document (Full Version) for a Category III (US$500 million) Family.

Example 2: Family Constitution.

Example 3: Trust Deed and Letter of Wishes.

Example 4: Investment Policy Statement.

Example 5: Family Business Strategy: Executive Summary.

Example 6: Philanthropic Foundation Document.

Example 7: Ethical Will.



Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star


4 Star


3 Star


2 Star


1 Star


Your Rating:

Your Name: Create a Pen Name or

Barnes & Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation


  • - By submitting a review, you grant to Barnes & and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Terms of Use.
  • - Barnes & reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)