Advising the Ultra Wealthy is popular PDF and ePub book, written by Gregory Curtis in 2020-11-27, it is a fantastic choice for those who relish reading online the Business & Economics genre. Let's immerse ourselves in this engaging Business & Economics book by exploring the summary and details provided below. Remember, Advising the Ultra Wealthy can be Read Online from any device for your convenience.
Advising the Ultra Wealthy Book PDF Summary
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.
Detail Book of Advising the Ultra Wealthy PDF
- Author : Gregory Curtis
- Release : 27 November 2020
- Publisher : Springer Nature
- ISBN : 9783030576059
- Genre : Business & Economics
- Total Page : 131 pages
- Language : English
- PDF File Size : 11,8 Mb
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