| 期刊全稱(chēng) | Advising the Ultra-Wealthy | | 期刊簡(jiǎn)稱(chēng) | A Guide for Practiti | | 影響因子2023 | Gregory Curtis | | 視頻video | http://file.papertrans.cn/151/150448/150448.mp4 | | 發(fā)行地址 | Discusses the differences between wealthy families and institutions, and entrepreneurs and inheritors.Covers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluat | | 圖書(shū)封面 |  | | 影響因子 | .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.. | | Pindex | Book 2020 |
The information of publication is updating
|
|
|Archiver|手機(jī)版|小黑屋|
派博傳思國(guó)際
( 京公網(wǎng)安備110108008328)
GMT+8, 2025-10-6 21:45
發(fā)表于 2025-3-21 17:31:05
