The Resource Advising the wealthy client : a handbook for working with the ultra wealthy

Advising the wealthy client : a handbook for working with the ultra wealthy

Label
Advising the wealthy client : a handbook for working with the ultra wealthy
Title
Advising the wealthy client : a handbook for working with the ultra wealthy
Contributor
Subject
Language
eng
Summary
This book provides a guide for working with the ultra-wealthy. It provides contributions from private client advisers, and deals with various topics, including: balance sheet, buying substantial properties, choosing country of residence, managing cross-border taxes, protecting assets from marital claims, trusts, private trusts and family office. It explores risk and reputation management, addresses diminished capacity and provides the requirements of wealth infrastructure, the philanthropic framework and the future of global investing
Geographic coverage
International
Index
no index present
Language note
English
Literary form
non fiction
http://library.link/vocab/relatedWorkOrContributorName
Hauser, B.R
http://library.link/vocab/subjectName
  • high net worth individual
  • tax planning
  • residence
  • trust
  • family corporation
  • risk management
  • immovable property
  • charities
Label
Advising the wealthy client : a handbook for working with the ultra wealthy
Instantiates
Publication
Contents
  • Introduction
  • Hauser, B.R.
  • ; p. 5-8
  • An overview of the global situation for private wealth
  • Field, J.A.
  • ; p. 9-18
  • Organising a consolidated balance sheet for the wealthy
  • Noor, A.
  • ; p. 19-28
  • Purchase of substantial properties
  • McGivern, J.
  • ; p. 29-44
  • Risk assessment and strategic insurance planning
  • Bourn, L.
  • ; p. 45-50
  • Evaluating general risks : the prepared mind
  • Deverell, J.
  • ; p. 51-56
  • Reputation management
  • Bain, C.
  • ; p. 57-68
  • Protection from marital claims
  • Radnor, A.
  • ; p. 69-78
  • Choice of residence
  • Saccardo, N.
  • ; p. 79-88
  • Managing taxes
  • Arnold, J.
  • ; p. 89-100
  • Reviewing the trust agreement
  • Cohen , G.E.
  • Joyce, G.F.
  • ; p. 101-116
  • Consider creating a private trust company
  • Mayo, T.D.
  • ; p. 117-144
  • Consider a family office
  • Hauser, B.R.
  • ; p. 145-156
  • Managing declining capacity
  • Drewery, K.
  • ; p. 157-174
  • The philanthropy framework
  • Berman, M.
  • ; p. 175- 194
  • The essential infrastructure for wealth preservation
  • Pearl, N.
  • ; p. 195-214
  • The future of finance
  • Pearson, C.
  • ; p. 215-222
Extent
229 p.
Issn
9781787423305
Label
Advising the wealthy client : a handbook for working with the ultra wealthy
Publication
Contents
  • Introduction
  • Hauser, B.R.
  • ; p. 5-8
  • An overview of the global situation for private wealth
  • Field, J.A.
  • ; p. 9-18
  • Organising a consolidated balance sheet for the wealthy
  • Noor, A.
  • ; p. 19-28
  • Purchase of substantial properties
  • McGivern, J.
  • ; p. 29-44
  • Risk assessment and strategic insurance planning
  • Bourn, L.
  • ; p. 45-50
  • Evaluating general risks : the prepared mind
  • Deverell, J.
  • ; p. 51-56
  • Reputation management
  • Bain, C.
  • ; p. 57-68
  • Protection from marital claims
  • Radnor, A.
  • ; p. 69-78
  • Choice of residence
  • Saccardo, N.
  • ; p. 79-88
  • Managing taxes
  • Arnold, J.
  • ; p. 89-100
  • Reviewing the trust agreement
  • Cohen , G.E.
  • Joyce, G.F.
  • ; p. 101-116
  • Consider creating a private trust company
  • Mayo, T.D.
  • ; p. 117-144
  • Consider a family office
  • Hauser, B.R.
  • ; p. 145-156
  • Managing declining capacity
  • Drewery, K.
  • ; p. 157-174
  • The philanthropy framework
  • Berman, M.
  • ; p. 175- 194
  • The essential infrastructure for wealth preservation
  • Pearl, N.
  • ; p. 195-214
  • The future of finance
  • Pearson, C.
  • ; p. 215-222
Extent
229 p.
Issn
9781787423305

Library Locations

    • IBFD Library AmsterdamBorrow it
      Rietlandpark 301, Amsterdam, 1019 DW, NL
      52.3736660 4.9336932
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