A wider perspective
on wealth.
Mastering the opportunities of wealth in your family, firm and society
Family, firm and society.
Leadership in Wealth examines the strategic decisions wealthy families face when managing substantial capital across generations. Written by two former Managing Directors of UBS, the book draws on more than two decades advising some of the world’s most sophisticated families. It combines practitioner experience with insights from finance, economics and behavioural science to analyse how wealth is governed, invested and sustained.
At its heart is a simple proposition: decisions about wealth belong within a wider view of the life, family, business and society that wealth supports.
The questions that matter.
Family
Wealth, relationships and the next generation
- 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
Leadership, ownership and succession
- 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
Influence, responsibility and philanthropy
- How can I shape my society?
- How do I influence responsibly?
- How can I manage my reputation?
- How can I invest sustainably?
- How does sustainable investing perform?
- How can philanthropy be strategic?
In the words of readers.
The most comprehensive guide, superbly researchedReader review on Amazon
The authors eloquently describe the challenges many of us will face when we try to not only run our businesses but also to take care of our family and contribute to the society we live in
A masterpiece. I've never seen academic research applied so authoritatively to the topic of family wealth and in such an approachable way
Brilliant. The practical experience of the authors and their intellect is clear