Post Lehman Crisis in Sep 2008, wealth preservation and management for the present and future has attained greater significance.
Research has shown that 9 out of 10 families loses all wealth by the 3rd Generation.
Multiple reasons assigned to it are :
1. Poor investment choices
2. Prolonged period of high inflation during a particular time horizon
3. Higher taxes
4. Higher spending by [...]

There has been extensive debate over the last couple of years on whether asset allocation did its job during the financial crisis of 2008-09. Between Mid – 2008 and early 2009 there was a decline in prices of most popular asset classes (Equities, Corporate Bonds, Real Estate). The recent financial crisis [...]