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Advising the Ultra-Wealthy: A Guide for Practitioners

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Advising the Ultra-Wealthy: A Guide for Practitioners - Curtis, Gregory
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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 ...

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Advising the Ultra-Wealthy: A Guide for Practitioners 2021, Springer Nature Switzerland AG, Cham

ISBN-13: 9783030576073

Paperback

Advising the Ultra-Wealthy: A Guide for Practitioners 2020, Palgrave MacMillan, Cham

ISBN-13: 9783030576042

2020 edition

Hardcover