Advising the Wealthy Client
  • Author : Anonim
  • Release Date : 21 August 2020
  • Publisher : Unknown
  • Genre : Uncategorized
  • Pages : 229
  • ISBN 13 : 1787423301

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Book Description: This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on choosing a country of residence, buying substantial properties, risk and reputation management and an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing. Edited by Barbara Hauser, Editor of The International Family Offices Journal and the new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.

Advising the Wealthy Client

Advising the Wealthy Client

Author : Anonim
Publisher : Unknown
Genre : Uncategorized
Get Book

This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on choosing a country of residence, buying substantial properties, risk and reputation management and an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing. Edited by Barbara Hauser, Editor of The International ...

Advising Ultra Affluent Clients and Family Offices

Advising Ultra Affluent Clients and Family Offices

Author : Michael M. Pompian
Publisher : John Wiley and Sons
Genre : Business & Economics
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A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help ...

Advising the Ultra Wealthy

Advising the Ultra Wealthy

Author : Gregory Curtis
Publisher : Springer Nature
Genre : Business & Economics
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This book, designed to be a guide for practitioners who wish to advise ultra-wealthy families, focuses on the difference between the ultra-wealthy and the ‘merely’ wealthy. With this in mind, the chapters devote little time to issues on which most financial advisors spend most of their time—retirement planning, IRA ...

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Publisher : John Wiley & Sons
Genre : Business & Economics
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Publisher : Wiley
Genre : Business & Economics
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Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a ...

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Publisher : John Wiley & Sons
Genre : Business & Economics
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Indispensable advice for building a lasting financial legacy Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the ...

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Publisher : John Wiley & Sons
Genre : Business & Economics
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Publisher : John Wiley & Sons
Genre : Business & Economics
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Publisher : John Wiley & Sons
Genre : Business & Economics
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Publisher : John Wiley & Sons
Genre : Business & Economics
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FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY "Cutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that ...

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Publisher : Greenleaf Book Group
Genre : Business & Economics
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Wealth is a rare opportunity that rarely comes with instructions. This book will nudge you to think differently about your money. After reading you will ask better questions of your financial advisor. You will develop instincts to avoid toxic advice. The humbling reality is this; financial planning is guessing. It ...

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Author : Gregory Curtis
Publisher : John Wiley & Sons
Genre : Business & Economics
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The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks ...