TY - BOOK ID - 66238947 TI - Advising the ultra-wealthy : a guide for practitioners PY - 2020 SN - 3030576051 3030576043 PB - Cham, Switzerland : Palgrave Macmillan, DB - UniCat KW - Personal finance. KW - Pension plans. KW - Investment banking. KW - Securities. KW - Personal Finance/Wealth Management/Pension Planning. KW - Investments and Securities. KW - Blue sky laws KW - Capitalization (Finance) KW - Investment securities KW - Portfolio KW - Scrip KW - Securities KW - Securities law KW - Underwriting KW - Investments KW - Investment banking KW - Banks and banking, Investment KW - Investment banks KW - Financial institutions KW - Finance, Personal KW - Financial management, Personal KW - Financial planning, Personal KW - Personal finance KW - Personal financial management KW - Personal financial planning KW - Finance KW - Financial literacy KW - Law and legislation KW - Planning KW - Financial security. KW - Rich people. KW - Affluent people KW - High income people KW - Rich KW - Rich, The KW - Rich people KW - Wealthy people KW - Social classes KW - Security, Financial KW - Economic conditions UR - https://www.unicat.be/uniCat?func=search&query=sysid:66238947 AB - This book, designed to be a guide for practitioners who wish to advise ultra-wealthy families, focuses on the difference between the ultra-wealthy and 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-wealthy will instead need to grapple with complex tax issues, matters associated with the ever-changing world of trusts, the special world of the family office, money managers that are not available to anyone who is not an accredited investor or who enforce very high minimum account sizes, the family dynamics and human capital issues that destroy both families and wealth, and so on, all of which will be covered on a global scale in this book. ER -