Titlebook: Advising the Ultra-Wealthy; A Guide for Practiti Gregory Curtis Book 2020 The Editor(s) (if applicable) and The Author(s), under exclusive

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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.

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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.

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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.