Advising the Wealthy Client (eBook)

A Handbook for Working with the Ultra Wealthy

Barbara R Hauser (Herausgeber)

eBook Download: PDF

2020
229 Seiten
Globe Law and Business Ltd (Verlag)
978-1-78742-332-9 (ISBN)

Infos

This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on choosing a country of residence, buying substantial properties, risk and reputation management and an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing.

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As F Scott Fitzgerald wrote in The Great Gatsby, "e;the rich are different"e; 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 "e;1% club"e; 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; andsetting 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.

Inhalt

Introduction
Barbara R Hauser
Independent family adviser

Overview of global situation for private wealth
Joseph A Field
Pillsbury Winthrop
Shaw Pittman LLP

Inventory and comprehensive consolidated balance sheet
Asher Noor
AlTouq Group

Special assets purchase and maintenance: purchase of substantial properties
Jeremy McGivern
Mercury Homesearch

Managing insurable risks
Linda Bourn
Crystal, Alliant Private Client

General risk preparedness
John Deverell
thepreparedmind.net

Choice of residence
Nicola Saccardo
Maisto e Associati

Management of taxes
Jeremy Arnold
Withersworldwide

Reputation management
Charlie Bain
Digitalis

Protection from marital claims
Simon Bruce
Farrer & Co

Review of all trust documents
Gail Cohen
Gerry Joyce
Fiduciary Trust Company

Consider creating a private trust company

Advantages of a family office
Barbara R Hauser
Independent family adviser

Addressing diminished capacity

The philanthropic framework
Melissa A Berman
Rockefeller Philanthropy Advisors

Global investment future views
Craig Pearson
Private Wealth Systems

The essential infrastructure for wealth preservation
Natasha Pearl
Aston Pearl

Produkt-Details

• Erscheint lt. Verlag: 31.8.2020
• Verlagsort: London
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Allgemeines / Lexika
• Themenwelt: Recht / Steuern ► EU / Internationales Recht
• Themenwelt: Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Berufs-/Gebührenrecht
• Themenwelt: Wirtschaft
• Schlagworte: Wealth, private client
• ISBN-10: 1-78742-332-8 / 1787423328
• ISBN-13: 978-1-78742-332-9 / 9781787423329