00912nam0-2200313---450 99000565558040332120241205102251.0000565558FED01000565558(Aleph)000565558FED0100056555819990604d1925----km-y0itay50------baitaITy-------001yyIdentità o contraddizione ?Giovanni Maria De Cariacon prefazione di Pantaleo CarabellesePalermoPriulla192599 p.21 cmFilosofia111.8221itaDe Caria,Giovanni Maria217813Carabellese,Pantaleo<1877-1948>ITUNINARICAUNIMARCBK990005655580403321P.1 FG 1464Ist. st. fil. 5457FLFBCFLFBCIdentità o contraddizione600821UNINA03211nam 22005055 450 991086315650332120250414121839.09783030576059303057605110.1007/978-3-030-57605-9(CKB)4100000011610057(MiAaPQ)EBC6414244(DE-He213)978-3-030-57605-9(Perlego)3481119(EXLCZ)99410000001161005720201127d2020 u| 0engurnn|008mamaatxtrdacontentcrdamediacrrdacarrierAdvising the Ultra-Wealthy A Guide for Practitioners /by Gregory Curtis1st ed. 2020.Springer International Publishing2020Cham :Springer International Publishing :Imprint: Palgrave Macmillan,2020.1 online resource (XVI, 128 p.) 9783030576042 3030576043 Includes bibliographical references and index.Chapter 1: Ultra-Wealthy Families and Their Financial Advisors -- Chapter 2: How Families Get Rich (and Why It Matters to You) -- Chapter 3: Differences Between Wealthy Families and Institutions -- Chapter 4: Building an Ultra-Wealthy Family Client Base -- Chapter 5: A Wealthy Family's Many Advisors -- Chapter 6: Policy Statements for Wealthy Families -- Chapter 7: Evaluating Money Managers for Family Portfolios -- Chapter 8: On Governance: Decision-making in Families -- Chapter 9: Family Philanthropy -- Chapter 10: They're Selling the Family Company: Now What? -- Chapter 11: What Is the Wealth For? -- Chapter 12: Socially Responsible Investing -- Chapter 13: Trusts and Estate Planning -- Chapter 14: Strengthening Your Existing Knowledge -- Chapter 15: Miscellaneous Issues that Affect the Ultra-Wealthy.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.Financial services industryFinancial ServicesFinancial services industry.Financial Services.336.20086210973332.02401Curtis Gregory1947-864392MiAaPQMiAaPQMiAaPQBOOK9910863156503321Advising the ultra-wealthy2070488UNINA