Franklin J Parker

Essential Reads on Family Offices is your essential resource featuring insights from the world’s foremost experts on the most pressing topics facing family offices and their advisers today. Containing a collection of authoritative materials dedicated to providing family offices and their advisers with the most informative and thought-provoking contributions on key themes, the content focuses on: • Family office profiles: profiles of leading family offices from around the world, highlighting their unique structures, strategies and values. • Governance: best practices for developing and implementing effective governance structures and processes for family offices. • NextGen planning: expert insights on how to prepare the next generation of family members and manage the family’s wealth and legacy. Family offices have complex and unique needs, and Globe Law and Business is committed to providing family offices and their advisers with the resources they need to thrive. Contributions have been carefully curated from the prestigious archive of The International Family Offices Journal, co-published with STEP, and the Special Report, Family Business and Responsible Wealth Ownership in order to provide you with the core knowledge needed to manage a family’s wealth, relationships and legacy for generations to come.

An in-depth overview of investing in the real world In Goals-Based Portfolio Theory, award-winning Chartered Financial Analyst® Franklin J. Parker delivers an insightful and eye-opening discussion of how real people can navigate the financial jungle and achieve their financial goals. The book accepts the reality that the typical investor has specific funding requirements within specified periods of time and a limited amount of wealth to dedicate to those objectives. It then works within those limits to show you how to build an investment portfolio that maximizes the possibility you’ll achieve your goals, as well as how to manage the tradeoffs between your goals. In the book, you’ll find: Strategies for incorporating taxation and rebalancing into a goals-based portfolioA discussion of the major non-financial risks faced by people engaged in private wealth managementAn incisive prediction of what the future of wealth management and investment management may look likeAn indispensable exploration of investing as it actually works in the real world for real people, Goals-Based Portfolio Theory belongs in the library of all investors and their advisors who want to maximize the chances of meeting financial goals.