Advising the ultra-wealthy: a guide for practitioners

By:

Curtis, Gregory

Material type: Text

TextPublication details: Springer Switzerland 2020Description: xvi, 128 pISBN:

9783030576042

Subject(s):

DDC classification:

332.02401 CUR

Summary: About this book 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.

List(s) this item appears in: Public Policy & General Management | HR & OB

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Holdings
Item type	Current library	Collection	Call number	Copy number	Status	Date due	Barcode
Book	Indian Institute of Management LRC General Stacks	Public Policy & General Management	332.02401 CUR (Browse shelf(Opens below))	1	Available		002755

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Previous	332.015195 LEE Handbook of financial econometrics, mathematics, statistics, and machine learning (set of four vol.)	332.024 KIY Rich dad poor dad:	332.024 LUC Financialization, financial literacy, and social education	332.02401 CUR Advising the ultra-wealthy: a guide for practitioners	332.02401 HED The parable of the pipeline:	332.041 PIK Capital in the twenty first century	332.041 PIK Capital in the twenty first century	Next

About this book
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.

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