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Advising the Wealthy Client: A Handbook for Working with the Ultra Wealthy

Advising the Wealthy Client: A Handbook for Working with the Ultra Wealthy

作者： Barbara R Hauser
出版商： Globe Law and Business
ISBN: 9781787423305
出版时间 August 2020
规格： Hardback , 229 pages
适应领域： International ? 免责申明：
Countri(es) stated herein are used as reference only

List Price: ￥1,959.38

￥1,900.60 Save ￥58.78 (3%)

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描述
作者

详细
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 the essential requirements of 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.

Consulting editors

Contributing firm	Name
Independent family adviser	Barbara R Hauser

Contributors

Contributing firm	Name
AlTouq Group	Asher Noor
Aston Pearl	Natasha Pearl
Crystal, Alliant Private Client	Linda Bourn
Digitalis	Charlie Bain
Drewery Consulting	Keith Drewery
Farrer & Co	Amy Radnor
Farrer & Co	Rose Spencer-Longhurst
Fiduciary Trust Company International	Gail E Cohen
Fiduciary Trust Company International	Gerry F Joyce
Maisto e Associati	Nicola Saccardo
Mercury Homesearch	Jeremy McGivern
Pillsbury Winthrop Shaw Pittman LLP	Joseph A Field
Private Wealth Systems	Craig Pearson
Rockefeller Philanthropy Advisors	Melissa A Berman
thepreparedmind.net	John Deverell
UBS	Todd D Mayo
Withersworldwide	Jeremy Arnold

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