Advising the Ultra-Wealthy - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Advising the Ultra-Wealthy write by Gregory Curtis. This book was released on 2020-11-27. Advising the Ultra-Wealthy available in PDF, EPUB and Kindle. 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.
Advising Ultra-Affluent Clients and Family Offices
Advising Ultra-Affluent Clients and Family Offices - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Advising Ultra-Affluent Clients and Family Offices write by Michael M. Pompian. This book was released on 2009-04-22. Advising Ultra-Affluent Clients and Family Offices available in PDF, EPUB and Kindle. 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 them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.
Advising the Wealthy Client
Advising the Wealthy Client - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Advising the Wealthy Client write by . This book was released on 2020-08-21. Advising the Wealthy Client available in PDF, EPUB and Kindle. 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.
Elite Wealth Planning
Elite Wealth Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Elite Wealth Planning write by Russ Alan Prince. This book was released on 2018-05-14. Elite Wealth Planning available in PDF, EPUB and Kindle. ELITE WEALTH PLANNING is a comprehensive planning process that incorporates state-of-the-art technical expertise with legal strategies, financial products and the human element to work in a synergistic manner. Until recent years, elite wealth planning was the province of the Super Rich-those with a net worth of $500 million or more. But that's changing. Many of the approaches of elite wealth planning are now applicable to some of lesser wealth. And the ways in which the Super Rich approach their wealth planning can be very instructive. Elite Wealth Planning sets out those key lessons, concentrating on what the Super Rich do to make sure the focus of elite wealth planning is squarely on them-something you can do for yourself too.Drawing on the authors' decades of experience in working with the ultra-wealthy and their professional advisors, along with their extensive ethnographic and empirical research, Elite Wealth Planning sheds important light on the world of the Super Rich. Applying their lessons in your work with an elite wealth planner can help you maximize the probability of achieving all that is most important to you, which may include taking care of the people you love, helping the causes you care about most and even making a difference in the world.
The Stewardship of Wealth
The Stewardship of Wealth - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Stewardship of Wealth write by Gregory Curtis. This book was released on 2012-10-19. The Stewardship of Wealth available in PDF, EPUB and Kindle. 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 world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business. Wealthy families are at the very heart of America's exceptionalism, of the vigor, resilience, and creativity that have made the U.S. the most successful nation in history. The Stewardship of Wealth's discusses the crucial role private wealth continues to play in America's remarkable economic and cultural success and the issues wealthy families and their advisors face, presenting a step-by-step guide to better managing liquid wealth. Reveals the wealth management strategies employed by America's wealthiest families and their financial managers Explores the challenges to ensuring that money stays in the family, from portfolio design to manager selection to monitoring investment performance, and much more Details the essential steps for ensuring a lasting financial legacy An examination of the key issues involved in managing private wealth, especially for affluent families, The Stewardship of Wealth + Website is the ultimate guide to building a financial legacy that will last.
