Advising the Wealthy Client

A Handbook for Working with the Ultra Wealthy

Inbunden, Engelska, 2020

2 409 kr

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Beskrivning

As F Scott Fitzgerald wrote in The Great Gatsby, “the rich are different” and face unique challenges – this is perhaps especially true today. Countries are racing to disclose bank accounts to garner more tax income and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on topics including:•the importance of having a detailed, organised balance sheet;•buying very substantial properties;•choosing a country of residence;•managing cross-border taxes;•protecting assets from marital claims;•understanding trust documents;•creating a private trust company; and•setting up a family office.In addition, this book explores risk and reputation management, addresses diminished capacity and provides 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.

Produktinformation

Utgivningsdatum:2020-08-21
Mått:160 x 240 x 23 mm
Vikt:588 g
Format:Inbunden
Språk:Engelska
Antal sidor:229
Förlag:Globe Law and Business Ltd
ISBN:9781787423305

Utforska kategorier

Testamente och arvsrätt inom Juridik
Juridisk kompetens och praktik inom Juridik

Recensioner i media

Advising the Wealthy Client covers many of the crucial areas for advisors to know about and implement in their work. It is a welcome addition at a time when both family wealth and the world are becoming ever more complex.

Innehållsförteckning

IntroductionBarbara R HauserIndependent family adviserOverview of global situation for private wealthJoseph A FieldPillsbury WinthropShaw Pittman LLPInventory and comprehensive consolidated balance sheetAsher NoorAlTouq GroupSpecial assets purchase and maintenance: purchase of substantial propertiesJeremy McGivernMercury HomesearchManaging insurable risksLinda BournCrystal, Alliant Private ClientGeneral risk preparednessJohn Deverellthepreparedmind.netChoice of residenceNicola SaccardoMaisto e AssociatiManagement of taxesJeremy ArnoldWithersworldwideReputation managementCharlie BainDigitalisProtection from marital claimsSimon BruceFarrer & CoReview of all trust documentsGail CohenGerry JoyceFiduciary Trust CompanyConsider creating a private trust companyAdvantages of a family officeBarbara R HauserIndependent family adviserAddressing diminished capacityThe philanthropic frameworkMelissa A BermanRockefeller Philanthropy AdvisorsGlobal investment future viewsCraig PearsonPrivate Wealth SystemsThe essential infrastructure for wealth preservationNatasha PearlAston Pearl

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