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Tag Archives: Investment
Difference between NPV, IRR, MIRR, XIRR and XMIRR
All NPV, IRR, MIRR, XIRR and XMIRR are used to analyze investments and to choose between 2 investments. These measures allow an investor to find out the rate of return he is earning on his investment. NPV is a number … Continue reading
Wealth Preservation by Single Family Office
Wealth preservation is one of the most sought after and value added segments of family office services, as retention of net worth is paramount in most family priorities. Wealth preservation is the holistic approach adopted by family advisors to achieve … Continue reading
All about Single Family Office!!!!
A families and business plans should be mutually supportive, matching the family’s interests and the business’s goals. Key points included 1) family values and business philosophy are the core, foundation 2) strategic thinking affects family commitment and the business 3) … Continue reading
Posted in Finance, Private Banking, Wealth Management
Tagged Business, Dodd-Frank, Dodd–Frank Wall Street Reform and Consumer Protection Act, Family, family office, forming a Single family office, functions of a single family office, Investment, San Francisco International Airport, Single Family Office
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What is a Family Office? What are its benefit???
“An old Chinese proverb “The best time to plant a tree (– or build a resilient plan for your family) is 20 years ago. The second best time is today’.” Family Office At the top level of private wealth comes … Continue reading
The Future of Wealth Management- Eight Firmly Held Convictions
Based on AAFM India’s collective experience, extensive research and dozens of interviews conducted, we have developed eight firmly held convictions regarding the future of wealth management. These would help in myriad ways by which wealthy investors and their financial advisors, … Continue reading
Posted in Finance, Manage Finance, Personal Finance, Private Banking, Private Equity, Wealth Management
Tagged American Academy of Financial Management, Financial adviser, future of wealth management, High net worth individual, India, Investment, Middle East, Private bank, private banking, Private Equity, trends in wealth management, Wharton School of the University of Pennsylvania
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