Financial Planning for High Net Worth Individuals
  • Author : Richard H. Mayer
  • Release Date : 01 December 2003
  • Publisher : Beard Books
  • Genre : Business & Economics
  • Pages : 428
  • ISBN 13 : 1587982323

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Book Description: A comprehensive and authoritative guide to the art and science of wealth management.

The Art of Protecting Ultra High Net Worth Portolios and Estates

The Art of Protecting Ultra High Net Worth Portolios and Estates

Author : Haitham "Hutch" E. Ashoo,Christopher G. Snyder
Publisher : Advantage Media Group
Genre : Business & Economics
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In this book, wealth management experts Haitham "Hutch" E. Ashoo and Christopher G. Snyder use their combined experience to offer valuable investment and family wealth protection strategies. Chapter by chapter, you will learn how you can better protect your family's wealth. You will discover any gaps in your knowledge--and you'll ...

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A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers ...

Wealth

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Author : Richard P. Rojeck
Publisher : Springer
Genre : Business & Economics
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With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, ...

A New Way Forward For Wealth Management  Net Worth Thinking

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Author : Susan O'Brien
Publisher : Unknown
Genre : Business & Economics
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Your Financial Situation Is Unique to You, And Your Advisor Needs to Treat It That Way. It's a fallacy that the affluent are well served. They may have their choice of fabulous hotels, luxury spas, coveted seats at sporting events, and tables at five-star restaurants, but when it comes to ...

How to Give Financial Advice to Women  Attracting and Retaining High Net Worth Female Clients

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Author : Kathleen Burns Kingsbury
Publisher : McGraw Hill Professional
Genre : Business & Economics
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YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and ...

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Author : Wesley R. Gray,Jack R. Vogel,David P. Foulke
Publisher : John Wiley & Sons
Genre : Business & Economics
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DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage ...

Tax Strategies for High Net Worth Individuals

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Author : Adil Mackwani
Publisher : Unknown
Genre : Uncategorized
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This book contains strategies to Save Money, Invest, and Reduce Taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing Life Insurance and many more. It is intended to help all incomes levels but in particular people of? High Net-worth such as Business Owners, Doctors,? and Lawyers. ...

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Author : H. Kent Baker,Greg Filbeck,Victor Ricciardi
Publisher : Oxford University Press
Genre : Business & Economics
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Financial Behavior: Players, Services, Products, and Markets provides a synthesis of the theoretical and empirical literature on the financial behavior of major stakeholders, financial services, investment products, and financial markets. The book offers a different way of looking at financial and emotional well-being and processing beliefs, emotions, and behaviors related ...

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Author : Mark Goodfield
Publisher : CreateSpace
Genre : Uncategorized
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Are You Ready to Get Blunt About Your Financial Affairs? Mark Goodfield, a Chartered Professional Accountant, with over 25 years of tax and business experience, is the author behind the popular financial blog The Blunt Bean Counter - the 2014 Plutus Award Winner for best tax blog in Canada and the U....

Collectible Investments for the High Net Worth Investor

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Author : Stephen Satchell
Publisher : Academic Press
Genre : Business & Economics
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Many high net worth individuals are interested in diversifying their portfolios and investing in collectibles. A collectible is any physical asset that appreciates in value over time because it is rare or desired by many. Stamps, coins, fine art, antiques, books, and wine are examples of collectibles. Where does the ...

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Author : Mark Tepper
Publisher : Greenleaf Book Group
Genre : Business & Economics
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Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of ...

The Millionaire Next Door

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Author : Thomas J. Stanley,William D. Danko
Publisher : Rosetta Books
Genre : Business & Economics
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How do the rich get rich? An updated edition of the “remarkable” New York Times bestseller, based on two decades of research (The Washington Post). Most of the truly wealthy in the United States don’t live in Beverly Hills or on Park Avenue. They live next door. America’s ...

Wealth of Wisdom

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Author : Tom McCullough,Keith Whitaker
Publisher : John Wiley & Sons
Genre : Business & Economics
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A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep ...