Managing Family Trusts

Taking Control of Inherited Wealth

Robert A. Rikoon, Larry Waschka (Autoren)

Buch | Hardcover

365 Seiten

1999 | Thumb Indexed ed.
John Wiley & Sons Inc (Verlag)
978-0-471-32115-6 (ISBN)

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Approximately three trillion dollars is tied up in family trusts, but many of these funds are mismanaged and set up insufficiently to take advantage of tax and estate planning. A growing number of financial professionals is now focusing on gaining control of these trusts and arranging for new, more responsible trustees.

/IManaging Family Trusts/N is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. /IManaging Family Trusts/N provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.

ROBERT A. RIKOON is a registered investment advisor and President of Rikoon Investment Advisors, an investment advisory firm in Santa Fe, New Mexico. He specializes in advising trust beneficiaries and financial professionals on how to regain control over and successfully manage family assets in irrevocable trusts. LARRY WASCHKA is a registered investment advisor and President of Waschka Capital Investments, an investment advisory firm in Little Rock, Arkansas.

THE TRUST WORLD. Crisis/Opportunity. Deregulation. Expectations and Returns. THE ART OF TRUST. Trust Technology. The New Paradigm: Building Trust. What's Compassion Got to Do with It? Trust Terminology. The Psychology of Inherited Wealth. The Right Stuff. THE TRUST BUSINESS: HOW BUSINESS IS DONE NOW. The Trust World. Trust Mismatches: When the Thrill Is Gone. Why Beneficiaries Don't Move Their Trusts. Matching Beneficiaries with the Right Trustee. TRUST BUSTING. Evaluating the Current Trustee. Building a Case. Trust Busting Made Easy. TRUSTWORTHY ADVISORS. Is the Trust Business Appropriate for an Advisor? Marketing Trust Services. Delivering the Goods. The Trustee Connection. TAKING CONTROL OF YOUR INHERITED WEALTH. Knowing Your Financial Self. Opening the Door to Change. If It's Working... Keys to the Future. Appendix. Index.

Erscheint lt. Verlag	22.7.1999
Zusatzinfo	Ill.
Verlagsort	New York
Sprache	englisch
Maße	160 x 238 mm
Gewicht	699 g
Einbandart	gebunden
Themenwelt	Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft
	Recht / Steuern ► EU / Internationales Recht
	Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Besonderes Schuldrecht
	Recht / Steuern ► Wirtschaftsrecht ► Gesellschaftsrecht
	Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
ISBN-10	0-471-32115-X / 047132115X
ISBN-13	978-0-471-32115-6 / 9780471321156
Zustand	Neuware