標(biāo)題: Titlebook: Advising the Ultra-Wealthy; A Guide for Practiti Gregory Curtis Book 2020 The Editor(s) (if applicable) and The Author(s), under exclusive [打印本頁] 作者: 神像之光環(huán) 時(shí)間: 2025-3-21 17:31
書目名稱Advising the Ultra-Wealthy影響因子(影響力)
書目名稱Advising the Ultra-Wealthy影響因子(影響力)學(xué)科排名
書目名稱Advising the Ultra-Wealthy網(wǎng)絡(luò)公開度
書目名稱Advising the Ultra-Wealthy網(wǎng)絡(luò)公開度學(xué)科排名
書目名稱Advising the Ultra-Wealthy被引頻次
書目名稱Advising the Ultra-Wealthy被引頻次學(xué)科排名
書目名稱Advising the Ultra-Wealthy年度引用
書目名稱Advising the Ultra-Wealthy年度引用學(xué)科排名
書目名稱Advising the Ultra-Wealthy讀者反饋
書目名稱Advising the Ultra-Wealthy讀者反饋學(xué)科排名
作者: insomnia 時(shí)間: 2025-3-21 23:04 作者: 帶子 時(shí)間: 2025-3-22 01:23 作者: VEN 時(shí)間: 2025-3-22 04:40 作者: Vital-Signs 時(shí)間: 2025-3-22 09:19 作者: Feigned 時(shí)間: 2025-3-22 15:09 作者: 使腐爛 時(shí)間: 2025-3-22 17:25 作者: 小臼 時(shí)間: 2025-3-23 00:15
Socially Responsible Investing,ly responsible investing (SRI), Environmental, Social and Governance (ESG), impact, and so on, are becoming mainstream, especially for younger family members and women. You will need to understand what is involved in SRI and how best to investment the family’s capital in ways that both produce sound returns and meet the family’s values.作者: erythema 時(shí)間: 2025-3-23 04:45
Network Identification via Node Knockouty families? What does it take for these families to remain ultra-wealthy? This chapter also discusses, briefly, the skills you will need to serve these families, both the human skills and the technical skills.作者: 刺激 時(shí)間: 2025-3-23 08:07
https://doi.org/10.1007/978-981-97-0441-5 two routes to wealth are quite different and result in clients who will need to be treated differently. This chapter also discusses implications for how the clients’ family offices are structured, depending on whether the client has just sold a company or has inherited its wealth.作者: precede 時(shí)間: 2025-3-23 12:52 作者: 松軟 時(shí)間: 2025-3-23 16:38
https://doi.org/10.1007/978-981-19-0205-5th all of them if you wish to keep your client happy. These advisors include attorneys (usually more than one), tax accountants, bankers, investment bankers, asset custodians, and advisors on such issues as family dynamics, succession, governance, philanthropy—even firms that pay bills.作者: 適宜 時(shí)間: 2025-3-23 18:15 作者: Urea508 時(shí)間: 2025-3-24 01:35 作者: Epidural-Space 時(shí)間: 2025-3-24 03:14 作者: Exonerate 時(shí)間: 2025-3-24 10:17 作者: 標(biāo)準(zhǔn) 時(shí)間: 2025-3-24 12:31
Jonathan Winterstein,Renu Sharmaamily ceases to be the owner of a productive enterprise—the one that made them wealthy—and becomes the owner of a large chunk of liquid capital. Family members likely identified with the family business and its products or services, and they were proud to be part of that company. But how can anyone 作者: 手術(shù)刀 時(shí)間: 2025-3-24 18:22
In Situ TEM Electrical Measurements ask—and answer—this question can lead to the quick demise of the family though internecine squabbles, lawsuits, over-spending, and so on. You can help the family by guiding them through this process: Does the family have a competitive advantage over other families? What shared values does the famil作者: 偶像 時(shí)間: 2025-3-24 20:58 作者: CYT 時(shí)間: 2025-3-24 23:41
Perspective of the Coordinating Centerns that are vastly complex. It’s not at all unusual, for example, to encounter an ultra-wealthy family that has hundreds of trusts. Such families will also be heavy users of tax-focused vehicles like CRUTs, GRATs, asset protection trusts, insurance wraps, and so on. Not only will you need to underst作者: dry-eye 時(shí)間: 2025-3-25 04:19
Initial Statistical Considerations. These include dealing with the behavioral issues that arise during market crises, helping families understand the roles of fees, and avoiding typical mistakes families make. You will also need to help families understand that their needs are unique and therefore their portfolio needs to be uniquel作者: 最高點(diǎn) 時(shí)間: 2025-3-25 10:39 作者: Lipohypertrophy 時(shí)間: 2025-3-25 11:47
Fritz E. Dreifuss,Nancy SantilliIn this chapter we discuss several miscellaneous issues that you will encounter in working with ultra-wealthy families, including asset custody, taxes, and issues associated with working with a family office. We also briefly mention the possible need to make your advisory agreement more robust.作者: HAUNT 時(shí)間: 2025-3-25 19:10 作者: emission 時(shí)間: 2025-3-25 22:28
Miscellaneous Issues that Affect the Ultra-Wealthy,In this chapter we discuss several miscellaneous issues that you will encounter in working with ultra-wealthy families, including asset custody, taxes, and issues associated with working with a family office. We also briefly mention the possible need to make your advisory agreement more robust.作者: 離開就切除 時(shí)間: 2025-3-26 02:23
https://doi.org/10.1007/978-3-030-57605-9ultra-wealthy clients; financial planning; financial advising; wealth management; family office manageme作者: COMA 時(shí)間: 2025-3-26 07:12
978-3-030-57607-3The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerl作者: 橢圓 時(shí)間: 2025-3-26 09:51
Gregory CurtisDiscusses the differences between wealthy families and institutions, and entrepreneurs and inheritors.Covers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluat作者: affinity 時(shí)間: 2025-3-26 12:50 作者: Canary 時(shí)間: 2025-3-26 17:06
Network Identification via Node Knockouty families? What does it take for these families to remain ultra-wealthy? This chapter also discusses, briefly, the skills you will need to serve these families, both the human skills and the technical skills.作者: 流出 時(shí)間: 2025-3-26 20:58 作者: engrossed 時(shí)間: 2025-3-27 01:22
https://doi.org/10.1007/978-981-19-4888-6ties, charitable foundations, and so on. But while the size of the capital may be similar, there are profound differences between institutional capital and family capital. This chapter discusses these important differences, from the non-taxable nature of institutions to the vastly more complex structure of families.作者: CERE 時(shí)間: 2025-3-27 05:49 作者: 束縛 時(shí)間: 2025-3-27 11:54
Zhonghai Ni,Renjie Li,Jianzhuang Jiange policies there will be that should be written down and reviewed from time to time. These will include at least an investment committee operating manual, a spending policy, and guidelines for separate account managers the family uses. There may also be family constitutions, family values statements, and so on.作者: 改進(jìn) 時(shí)間: 2025-3-27 13:47 作者: 流動(dòng)才波動(dòng) 時(shí)間: 2025-3-27 21:17
Perspective of the Clinical Centerly responsible investing (SRI), Environmental, Social and Governance (ESG), impact, and so on, are becoming mainstream, especially for younger family members and women. You will need to understand what is involved in SRI and how best to investment the family’s capital in ways that both produce sound returns and meet the family’s values.作者: enlist 時(shí)間: 2025-3-28 00:19 作者: 木訥 時(shí)間: 2025-3-28 03:49
,They’re Selling the Family Company: Now What?,identify with liquid capital? This chapter assumes that the family has decided to sell its company and walks through the steps the family will—ideally under your guidance—take in order to be ready for the liquidity event and to make the successful transition from company owner to capital owner.作者: Panacea 時(shí)間: 2025-3-28 08:41
Book 2020d the ‘merely’ wealthy. With this in mind, the chapters devote little time to issues on which most financial advisors spend most of their time—retirement planning, IRA accounts, home mortgages, planning for college tuition, or financial planning in general. Practitioners working with the ultra-wealt作者: GUILT 時(shí)間: 2025-3-28 13:41 作者: hermitage 時(shí)間: 2025-3-28 14:34 作者: 聯(lián)想記憶 時(shí)間: 2025-3-28 22:31 作者: Callus 時(shí)間: 2025-3-28 23:25 作者: 招待 時(shí)間: 2025-3-29 04:01 作者: Antagonism 時(shí)間: 2025-3-29 10:34 作者: PET-scan 時(shí)間: 2025-3-29 13:49
Trusts and Estate Planning, also be heavy users of tax-focused vehicles like CRUTs, GRATs, asset protection trusts, insurance wraps, and so on. Not only will you need to understand how all these vehicles work, but most of them will present special challenges in terms of investing the capital properly.作者: 聲明 時(shí)間: 2025-3-29 19:17 作者: 殘酷的地方 時(shí)間: 2025-3-29 21:38 作者: amphibian 時(shí)間: 2025-3-30 03:47
Jonathan Winterstein,Renu Sharmaidentify with liquid capital? This chapter assumes that the family has decided to sell its company and walks through the steps the family will—ideally under your guidance—take in order to be ready for the liquidity event and to make the successful transition from company owner to capital owner.作者: 來這真柔軟 時(shí)間: 2025-3-30 05:58
Ultra-Wealthy Families and Their Financial Advisors,y families? What does it take for these families to remain ultra-wealthy? This chapter also discusses, briefly, the skills you will need to serve these families, both the human skills and the technical skills.作者: 獨(dú)裁政府 時(shí)間: 2025-3-30 10:06
How Families Get Rich (and Why It Matters to You), two routes to wealth are quite different and result in clients who will need to be treated differently. This chapter also discusses implications for how the clients’ family offices are structured, depending on whether the client has just sold a company or has inherited its wealth.作者: 挫敗 時(shí)間: 2025-3-30 13:32
Differences Between Wealthy Families and Institutions,ties, charitable foundations, and so on. But while the size of the capital may be similar, there are profound differences between institutional capital and family capital. This chapter discusses these important differences, from the non-taxable nature of institutions to the vastly more complex struc作者: GRATE 時(shí)間: 2025-3-30 18:53 作者: compassion 時(shí)間: 2025-3-31 00:45 作者: Hiatal-Hernia 時(shí)間: 2025-3-31 01:06
Evaluating Money Managers for Family Portfolios,ccount managers, hedge funds, and private equity funds. Performing initial and ongoing diligence on such managers can be a serious challenge for advisors who don’t have experience with these kinds of managers. Nonetheless, it is a skill that you will need to gain—and perfect—if you wish to be compet
