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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Initial Statistical Considerations. These include dealing with the behavioral issues that arise during market crises, helping families understand the roles of fees, and avoiding typical mistakes families make. You will also need to help families understand that their needs are unique and therefore their portfolio needs to be uniquel

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Fritz E. Dreifuss,Nancy SantilliIn this chapter we discuss several miscellaneous issues that you will encounter in working with ultra-wealthy families, including asset custody, taxes, and issues associated with working with a family office. We also briefly mention the possible need to make your advisory agreement more robust.

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Miscellaneous Issues that Affect the Ultra-Wealthy,In this chapter we discuss several miscellaneous issues that you will encounter in working with ultra-wealthy families, including asset custody, taxes, and issues associated with working with a family office. We also briefly mention the possible need to make your advisory agreement more robust.

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https://doi.org/10.1007/978-3-030-57605-9ultra-wealthy clients; financial planning; financial advising; wealth management; family office manageme

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978-3-030-57607-3The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerl

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Gregory CurtisDiscusses 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

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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.