Managing the family's wealth in unstable times: role of advisers in wealth preservation using the parallel planning process concept

Goekmen, A. S. and Mula, Joseph M. (2004) Managing the family's wealth in unstable times: role of advisers in wealth preservation using the parallel planning process concept. In: 4th International Family Enterprise Research Academy Annual Research Conference (IFERA 2004), Sep 2004, Jonkoping, Sweden.

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Abstract

Unstable times have been with mankind since recorded history began, markedly so since September 11th 2001, and its effects on the financial markets have led to substantial loss of wealth, especially for wealthy families. The wealth of these families is widespread: it often contains a family business at its heart, and includes property and portfolio assets as well as art collections and other important assets, often spread over many jurisdictions. Advisors can help or hinder the wealth preservation efforts of wealthy families.


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Item Type: Conference or Workshop Item (Commonwealth Reporting Category E) (Paper)
Refereed: Yes
Item Status: Live Archive
Additional Information: Paper unavailable.
Depositing User: Dr Joseph M. Mula
Faculty / Department / School: Historic - Faculty of Business - Department of Accounting
Date Deposited: 04 Jan 2010 23:49
Last Modified: 06 Sep 2013 02:38
Uncontrolled Keywords: family wealth; preservation; advisers; parallel planning process
Fields of Research (FOR2008): 15 Commerce, Management, Tourism and Services > 1599 Other Commerce, Management, Tourism and Services > 159999 Commerce, Management, Tourism and Services not elsewhere classified
15 Commerce, Management, Tourism and Services > 1503 Business and Management > 150399 Business and Management not elsewhere classified
URI: http://eprints.usq.edu.au/id/eprint/6091

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