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

Name: Advising the Wealthy Client: A Handbook for Working with the Ultra Wealthy
Brand: Globe Law and Business Limited
SKU: 9781787423305
Price: 20900.0 INR
Availability: InStock

by Barbara R. Hauser

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ISBN13: 9781787423305
Binding: Hardcover
Subject: N/A
Publisher: Globe Law and Business Limited
Publisher Imprint: Globe Law and Business Limited
Publication Date: August 21, 2020
Pages: 229
Original Price: GBP 165.0
Language: English
Edition: N/A
Item Weight: 499 grams
BISAC Subject(s): Finance / Wealth Management

About The Book

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.

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