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Advising the Ultra-Wealthy

Advising the Ultra-Wealthy

A Guide for Practitioners

by Gregory Curtis
Paperback
Publication Date: 28/11/2021

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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 accounts, home mortgages, planning for college tuition, or financial planning in general. Practitioners working with the ultra-wealthy will instead need to grapple with complex tax issues, matters associated with the ever-changing world of trusts, the special world of the family office, money managers that are not available to anyone who is not an accredited investor or who enforce very high minimum account sizes, the family dynamics and human capital issues that destroy both families and wealth, and so on, all of which will be covered on a global scale in this book.
ISBN:
9783030576073
9783030576073
Category:
Finance
Format:
Paperback
Publication Date:
28-11-2021
Publisher:
Springer Nature Switzerland AG
Country of origin:
Switzerland
Pages:
128
Dimensions (mm):
235x155mm
Weight:
0.23kg

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