1.

Record Nr.

UNINA9910829948903321

Autore

Stoute Kees

Titolo

Help, I'm rich! : your compass to a value-adding private banking experience / / Kees Stoute

Pubbl/distr/stampa

Singapore : , : Wiley, , [2015]

©2015

ISBN

1-119-04487-1

1-119-02053-0

Descrizione fisica

1 online resource (355 p.)

Disciplina

332.123068

Soggetti

Banks and banking

Private banks

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

Includes index.

Nota di contenuto

Term Life InsuranceEndowment Life Insurance; Pension Life Insurance; Cash Value or Permanent Life Insurance; Insurance Wrappers; Conclusion; Chapter 9 The Rich Also Benefit from Life Insurance; The Rich Person's Rationales for Life Insurance; Tax Planning; Debt Management; Equalizing an Estate; Funding Business Buyout Agreements; Key Employee; Charity; Maximizing Available Funds; Multigenerational Planning; Offshore Ambitions; Creditor Protection; Wealth Structuring; Conclusion; Chapter 10 Life Insurance-Common Considerations; Some Life Insurance Considerations

Life Insurance Can Be Complicated and Confusing

Sommario/riassunto

Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will