000			01480nam a22002057a 4500
999			_c2873 _d2873
005			20220715115844.0
008			220715b ||||| |||| 00| 0 eng d
020			_a9783030576042
082			_a332.02401 _bCUR
100			_aCurtis, Gregory _97505
245			_aAdvising the ultra-wealthy: a guide for practitioners
260			_bSpringer _aSwitzerland _c2020
300			_axvi, 128 p.
365			_aEURO _b59.99
520			_aAbout 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.
650			_aFinancial security _95464
650			_aFinance, Personal _95211
650			_aInvestment banking _95859
942			_2ddc _cBK