Advising the ultra-wealthy : a guide for practitioners /: a guide for practitioners. (2020)

• Record Type: Book
• Further Information: Note: Gregory Curtis.
• Authors: Curtis, Gregory, 1947-
• Contents: 1 Ultra-Wealthy Families and Their Financial Advisors 2 How Families Get Rich (and Why It Matters to You) 3 Differences Between Wealthy Families and Institutions 4 Building an Ultra-Wealthy Family Client Base 5 A Wealthy Family's Many Advisors 6 Policy Statements for Wealthy Families 7 Evaluating Money Managers for Family Portfolios 8 On Governance: Decision-Making in Families 9 Family Philanthropy 10 They're Selling the Family Company: Now What? 11 What Is the Wealth For? 12 Socially Responsible Investing 13 Trusts and Estate Planning​14 Strengthening Your Existing Knowledge 15 Miscellaneous Issues that Affect the Ultra-Wealthy Bibliography Index.
• Publisher Details: Basingstoke : Palgrave Macmillan
• Publication Date: 2020
• Extent: 1 online resource
• Subjects: 332.02401; Financial security; Rich people
• Languages: English
• ISBNs: 9783030576059
• Related ISBNs: 9783030576042
• Notes: Note: Description based on CIP data; resource not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.