Advising the Wealthy Client e-bog
1459,97 DKK
(inkl. moms 1824,96 DKK)
As F Scott Fitzgerald wrote in The Great Gatsby, "e;the rich are different"e; and face unique challenges - this is perhaps especially true today. Countries are racing to disclose bank accounts to garner more tax income and the politics of being in the "e;1% club"e; are not always positive. Yet these are important clients with important needs. This comprehensive new handbook, f...
E-bog
1459,97 DKK
Forlag
Globe Law and Business
Udgivet
21 august 2020
Længde
229 sider
Genrer
Legal skills and practice
Sprog
English
Format
pdf
Beskyttelse
LCP
ISBN
9781787423329
As F Scott Fitzgerald wrote in The Great Gatsby, "e;the rich are different"e; and face unique challenges - this is perhaps especially true today. Countries are racing to disclose bank accounts to garner more tax income and the politics of being in the "e;1% club"e; are not always positive. Yet these are important clients with important needs. This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on topics including:the importance of having a detailed, organised balance sheet;buying very substantial properties;choosing a country of residence;managing cross-border taxes;protecting assets from marital claims;understanding trust documents;creating a private trust company; andsetting up a family office. In addition, this book explores risk and reputation management, addresses diminished capacity and provides an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing. Edited by Barbara Hauser, Editor of The International Family Offices Journal and the new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.