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Palgrave Macmillan Advising The Ultra-Wealthy
Palgrave Macmillan Advising The Ultra-Wealthy
Palgrave Macmillan Advising The Ultra-Wealthy
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Palgrave Macmillan Advising The Ultra-Wealthy

Advising the Ultra-WealthyA Guide for Practitioners

Author(s): Gregory Curtis

Format: Hardback

Publisher: Springer Nature Switzerland AG, Switzerland

Imprint: Springer Nature Switzerland AG

ISBN-13: 9783030576042, 978-3030576042

Synopsis

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 timeretirement 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 a.

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Palgrave Macmillan Advising The Ultra-Wealthy

Advising the Ultra-WealthyA Guide for Practitioners

Author(s): Gregory Curtis

Format: Hardback

Publisher: Springer Nature Switzerland AG, Switzerland

Imprint: Springer Nature Switzerland AG

ISBN-13: 9783030576042, 978-3030576042

Synopsis

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 timeretirement 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 a.

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Product Description

Advising the Ultra-WealthyA Guide for Practitioners

Author(s): Gregory Curtis

Format: Hardback

Publisher: Springer Nature Switzerland AG, Switzerland

Imprint: Springer Nature Switzerland AG

ISBN-13: 9783030576042, 978-3030576042

Synopsis

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 timeretirement 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 a.

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format

hardback

Language

english

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Palgrave Macmillan

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