Download the fantastic book titled Advising the Ultra Wealthy written by Gregory Curtis, available in its entirety in both PDF and EPUB formats for online reading. This page includes a concise summary, a preview of the book cover, and detailed information about "Advising the Ultra Wealthy", which was released on 27 November 2020. We suggest perusing the summary before initiating your download. This book is a top selection for enthusiasts of the Business & Economics genre.
Summary of Advising the Ultra Wealthy by Gregory Curtis PDF
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.
Detail About Advising the Ultra Wealthy PDF
- Author : Gregory Curtis
- Publisher : Springer Nature
- Genre : Business & Economics
- Total Pages : 131 pages
- ISBN : 3030576051
- Release Date : 27 November 2020
- PDF File Size : 10,8 Mb
- Language : English
- Rating : 4/5 from 21 reviews
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