Store besparelser
Hurtig levering
Gemte
Log ind
0
Kurv
Kurv

Advising the Ultra-Wealthy

- A Guide for Practitioners
Af: Gregory Curtis Engelsk Paperback

Advising the Ultra-Wealthy

- A Guide for Practitioners
Af: Gregory Curtis Engelsk Paperback
Tjek vores konkurrenters priser

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.


Tjek vores konkurrenters priser
Normalpris
kr 550
Fragt: 39 kr
6 - 8 hverdage
20 kr
Pakkegebyr
God 4 anmeldelser på
Tjek vores konkurrenters priser

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.


Produktdetaljer
Sprog: Engelsk
Sider: 128
ISBN-13: 9783030576073
Indbinding: Paperback
Udgave:
ISBN-10: 3030576078
Kategori: Serviceerhverv
Udg. Dato: 28 nov 2021
Længde: 0mm
Bredde: 155mm
Højde: 235mm
Forlag: Springer Nature Switzerland AG
Oplagsdato: 28 nov 2021
Forfatter(e): Gregory Curtis
Forfatter(e) Gregory Curtis


Kategori Serviceerhverv


ISBN-13 9783030576073


Sprog Engelsk


Indbinding Paperback


Sider 128


Udgave


Længde 0mm


Bredde 155mm


Højde 235mm


Udg. Dato 28 nov 2021


Oplagsdato 28 nov 2021


Forlag Springer Nature Switzerland AG

Kategori sammenhænge