The Book 'Generational Wealth Management: A Guide For Fostering Global Family Wealth' Identifies Three Types Of Governance, Appropriate Roles Related To Each, And Employs Jean LP Brunel's Goal-Based Allocation Model.

DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/reports/c55027) has announced the addition of Generational Wealth Management: A Guide for Fostering Global Family Wealth to their offering

This guide for global families of wealth and their advisors identifies generational perspectives and family dynamics as the root causes for family dysfunction regarding wealth issues. Global influences have catapulted these perspectives as differentiating factors for success. The book identifies three types of governance, appropriate roles related to each, and employs Jean LP Brunel's goal-based allocation model to lead families to more effective strategic asset allocations promoting the family's legacy of intellectual, emotional, and financial assets.

About the Author:

Lisa Gray is a 15-year veteran of the investment industry. She began her career at Union Planters Investment Bankers Group working with individual investors in the fixed income markets in 1988. She continued her career at Morgan Keegan and Company, Inc. During her tenure with the firm, she became a student of technical analysis of equities and the financial markets. Ms. Gray continued that study at PaineWebber, Inc. (now UBS) where she completed Level 1 of the requirement for earning the Chartered Market Technician (CMT) designation. She began a career in financial journalism in 2001.

Ms. Gray offers in-the-trenches experience and expertise in a variety of areas including creating and developing business initiatives, strategic marketing, business and investment planning, alternative investments, the financial markets, fostering ultra high net worth client relationships, and family wealth optimization. She holds the Certified Investment Management Consultant (CIMC) designation and is a member of the Investment Management Consultants Association (IMCA). She is also a Level 1 CFA candidate and is a member of the Association for Investment Management and Research (AIMR) and the Memphis Society for Financial Analysts. She has recently been selected as a member of the editorial board for AIMR's Financial Journalist e-Newsletter, a global newsletter "providing educational insight for journalists on the intricacies of the financial world." Ms. Gray has an extensive industry training background, and is actively involved in promoting internet-based training and education throughout the industry. In 2002, she founded graymatter STRATEGIES LLC, a financial marketing consulting firm which leverages educational and relationship marketing through the written word.

For more information visit http://www.researchandmarkets.com/reports/c55027

Source: Euromonitor Institutional Investor