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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How Families Get Rich (and Why It Matters to You), 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.

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Differences Between Wealthy Families and Institutions,ties, charitable foundations, and so on. But while the size of the capital may be similar, there are profound differences between institutional capital and family capital. This chapter discusses these important differences, from the non-taxable nature of institutions to the vastly more complex struc

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Evaluating Money Managers for Family Portfolios,ccount managers, hedge funds, and private equity funds. Performing initial and ongoing diligence on such managers can be a serious challenge for advisors who don’t have experience with these kinds of managers. Nonetheless, it is a skill that you will need to gain—and perfect—if you wish to be compet