LEADER 01075nam 2200397 450 001 9910466527503321 005 20200520144314.0 035 $a(CKB)3710000001398824 035 $a(MiAaPQ)EBC4876929 035 $a(Au-PeEL)EBL4876929 035 $a(CaPaEBR)ebr11397642 035 $a(OCoLC)990142146 035 $a(EXLCZ)993710000001398824 100 $a20190122h20171889 uy 0 101 0 $aeng 135 $aurcnu|||||||| 181 $ctxt$2rdacontent 182 $cc$2rdamedia 183 $acr$2rdacarrier 200 14$aThe blue fairy book /$fAndrew Lang 210 1$aNew York, New York :$cOpen Road Integrated Media,$d2017. 210 4$dİ1889 215 $a1 online resource (244 pages) 311 $a1-5040-4631-5 606 $aFairy tales 608 $aElectronic books. 615 0$aFairy tales. 676 $a398.2 700 $aLang$b Andrew$f1844-1912,$0187238 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910466527503321 996 $aThe blue fairy book$92089535 997 $aUNINA LEADER 03211nam 22005055 450 001 9910863156503321 005 20250414121839.0 010 $a9783030576059 010 $a3030576051 024 7 $a10.1007/978-3-030-57605-9 035 $a(CKB)4100000011610057 035 $a(MiAaPQ)EBC6414244 035 $a(DE-He213)978-3-030-57605-9 035 $a(Perlego)3481119 035 $a(EXLCZ)994100000011610057 100 $a20201127d2020 u| 0 101 0 $aeng 135 $aurnn|008mamaa 181 $ctxt$2rdacontent 182 $cc$2rdamedia 183 $acr$2rdacarrier 200 10$aAdvising the Ultra-Wealthy $eA Guide for Practitioners /$fby Gregory Curtis 205 $a1st ed. 2020. 210 $cSpringer International Publishing$d2020 210 1$aCham :$cSpringer International Publishing :$cImprint: Palgrave Macmillan,$d2020. 215 $a1 online resource (XVI, 128 p.) 311 08$a9783030576042 311 08$a3030576043 320 $aIncludes bibliographical references and index. 327 $aChapter 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. 330 $aThis 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. 606 $aFinancial services industry 606 $aFinancial Services 615 0$aFinancial services industry. 615 14$aFinancial Services. 676 $a336.20086210973 676 $a332.02401 700 $aCurtis$b Gregory$f1947-$0864392 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910863156503321 996 $aAdvising the ultra-wealthy$92070488 997 $aUNINA