This U.S. report, co-authored by the highly acclaimed Prince and Associates, was created during the global recession and investigated the wealth planning habits of ultra-high-net-worth business-owning families. It found that family business owners can be highly successful in creating and running their current businesses, but are often less successful when it comes to transitioning those companies from one generation to the next and protecting their business and personal wealth. The study provides a roadmap for families to identify what they need to address and for advisors to better meet the needs of their ultra-affluent clients.
Protecting the Family Fortune is a global study of 242 owners of family businesses with an average worth of $730 million, and is the most comprehensive report of its kind.
The study provides a roadmap for families to identify what they need to address and for advisors to better meet the needs of their ultra-affluent clients.
Campden Research reports are available on a complimentary basis to all qualifying family principals and family office executives who complete a request form. Campden Research reports are available for purchase to all other individuals.
Request and purchase your copy of the Protecting the Family Fortune Report 2008 at the bottom of this page.
Russ Alan Prince
Russ Alan Prince is a leading authority on private wealth, the author of more than 40 books on the topic, and a highly-sought counselor to families with significant global resources and their advisors.
Mindy F. Rosenthal
Mindy F. Rosenthal is the managing director, North America, for Campden Conferences. She specializes in the wealth management needs of ultra-high net-worth individuals and families, with a focus on alternative investments and holistic family office services. She was previously the conference editorial director at MARHedge and an executive editor at Institutional Investor. Ms. Rosenthal has created and run numerous newsletters, including those covering the private wealth and hedge fund markets, and has written books, including co-authoring Fortune’s Fortress, white papers and articles covering high-net-worth issues and alternative investments.
U.S. Trust, Bank of America Private Wealth Management
U.S. Trust, Bank of America Private Wealth Management, is a leading private wealth management organization in the United States.
The multi-family office at U.S. Trust provides custom services and institutional-quality capabilities to individuals and families with substantial wealth. Working with local advisors on a case-by-case basis, the multifamily office focuses on complex wealth management issues, delivering integrated administrative and fiduciary services and investment solutions to qualified clients.
Click here for Campden Conferences, independently facilitated peer-to-peer exchanges for the global community of families and family offices, fostering in-depth learning and collaboration around the challenges of wealth management.
Related magazine articles
Click here for Campden FB and Campden FO magazines’ exclusive commentary, covering issues of strategic importance in private wealth management.
To request a Campden Research report order form
Call +44 (0)20 7214 0509 or email email@example.com
To purchase this Campden Research report online