Account
Orders
Advanced search
A Guide for Practitioners
Louise Reader
Read on Louise Reader App.
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.
Les livres numériques peuvent être téléchargés depuis l'ebookstore Numilog ou directement depuis une tablette ou smartphone.
PDF : format reprenant la maquette originale du livre ; lecture recommandée sur ordinateur et tablette EPUB : format de texte repositionnable ; lecture sur tous supports (ordinateur, tablette, smartphone, liseuse)
DRM Adobe LCP
LCP DRM Adobe
This ebook is DRM protected.
LCP system provides a simplified access to ebooks: an activation key associated with your customer account allows you to open them immediately.
ebooks downloaded with LCP system can be read on:
Adobe DRM associates a file with a personal account (Adobe ID). Once your reading device is activated with your Adobe ID, your ebook can be opened with any compatible reading application.
ebooks downloaded with Adobe DRM can be read on:
mobile-and-tablet To check the compatibility with your devices,see help page
Gregory Curtis is the author of eight books, including three investment books: Family Capital, The Stewardship of Wealth, and Creative Capital. He is the author of nearly 50 white papers and journal articles on a variety of investment topics. Gregory’s blog appears every Friday morning and goes out to approximately 50,000 readers. It is available free of charge at https://gregorydcurtis.com/blog/. He has lectured at Harvard Law School, the Tepper School at Carnegie Mellon University, and the University of Pittsburgh School of Law, all in the USA.
Sign up to get our latest ebook recommendations and special offers