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Advising the Wealthy Client - A Handbook for Working with the Ultra Wealthy (Hardcover)
Loot Price: R5,066
Discovery Miles 50 660
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Advising the Wealthy Client - A Handbook for Working with the Ultra Wealthy (Hardcover)
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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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