Advising the Wealthy Client

A Handbook for Working with the Ultra Wealthy

Inbunden, Engelska, 2020

2 969 kr

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As F Scott Fitzgerald wrote in The Great Gatsby, “the rich are different” and face unique challenges – this is perhaps especially true today. Countries are racing to disclose bank accounts to garner more tax income and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on topics including:•the importance of having a detailed, organised balance sheet;•buying very substantial properties;•choosing a country of residence;•managing cross-border taxes;•protecting assets from marital claims;•understanding trust documents;•creating a private trust company; and•setting up a family office.In addition, this book explores risk and reputation management, addresses diminished capacity and provides an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing.Edited by Barbara Hauser, Editor of The International Family Offices Journal and the new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.

Produktinformation

Utgivningsdatum2020-08-21
Mått160 x 240 x 23 mm
Vikt588 g
FormatInbunden
SpråkEngelska
Antal sidor229
FörlagGlobe Law and Business Ltd
ISBN9781787423305

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IntroductionBarbara R HauserIndependent family adviserOverview of global situation for private wealthJoseph A FieldPillsbury WinthropShaw Pittman LLPInventory and comprehensive consolidated balance sheetAsher NoorAlTouq GroupSpecial assets purchase and maintenance: purchase of substantial propertiesJeremy McGivernMercury HomesearchManaging insurable risksLinda BournCrystal, Alliant Private ClientGeneral risk preparednessJohn Deverellthepreparedmind.netChoice of residenceNicola SaccardoMaisto e AssociatiManagement of taxesJeremy ArnoldWithersworldwideReputation managementCharlie BainDigitalisProtection from marital claimsSimon BruceFarrer & CoReview of all trust documentsGail CohenGerry JoyceFiduciary Trust CompanyConsider creating a private trust companyAdvantages of a family officeBarbara R HauserIndependent family adviserAddressing diminished capacityThe philanthropic frameworkMelissa A BermanRockefeller Philanthropy AdvisorsGlobal investment future viewsCraig PearsonPrivate Wealth SystemsThe essential infrastructure for wealth preservationNatasha PearlAston Pearl

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Amelia Renkert-Thomas, Antoaneta Proctor, Asher Noor, Carl Sjöström, Carly E Doshi, Carolina Cintra, Caroline Underwood, Charlie Bain, Christian Stewart, David Werdiger, Dennis T Jaffe, Fabrizio Arengi Bentivoglio, Franklin J Parker, Guillermo Barandalla, Jeremy Cheng, Jessica McGawley, Kecia Barkawi, Maya Prabhu, Melissa Cowley Wolf, Michael S Schwartz, Nicola Saccardo, Peter Brock, Philip Marcovici, Philippe J Weil, Raimund Kamp, Rodolfo J Paiz Rodolfo Paiz, Roger King, Russell Cohen, Sue Nickason, Susan R Schoenfeld, Suzy Peterfriend, Tom McCullough, William J Kambas, Barbara R Hauser, Iraj Ispahani