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Structures for Managing Wealth

  • Peter PrellerEmail author
Chapter

Abstract

Effective family wealth management must grow the family’s wealth if it is to maintain its value in real terms compared with inflation. Investments can be made in a variety of different asset classes, including stock-like assets (stocks, private equity, real estate holdings with leveraged financing), bond-like assets (bonds, 100% equity financed real estate, etc.), hedge funds, real estate and gold. Each of these different classes carries different potential risks and rewards, which are highlighted using historical data. The importance of liquidity and diversification are also explained, followed by discussion of how to select and assess wealth managers. Interview with Christopher Zapp, a member of a family office and co-founder of a firm offering consulting on real estate to family offices.

Copyright information

© The Author(s) 2018

Authors and Affiliations

  1. 1.Bad HomburgGermany

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