Titlebook: Advising the Ultra-Wealthy; A Guide for Practiti Gregory Curtis Book 2020 The Editor(s) (if applicable) and The Author(s), under exclusive

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Socially Responsible Investing,ly responsible investing (SRI), Environmental, Social and Governance (ESG), impact, and so on, are becoming mainstream, especially for younger family members and women. You will need to understand what is involved in SRI and how best to investment the family’s capital in ways that both produce sound returns and meet the family’s values.

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Network Identification via Node Knockouty families? What does it take for these families to remain ultra-wealthy? This chapter also discusses, briefly, the skills you will need to serve these families, both the human skills and the technical skills.

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https://doi.org/10.1007/978-981-97-0441-5 two routes to wealth are quite different and result in clients who will need to be treated differently. This chapter also discusses implications for how the clients’ family offices are structured, depending on whether the client has just sold a company or has inherited its wealth.