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Advising the ultra-wealthy : a guide for practitioners / / Gregory Curtis
| Advising the ultra-wealthy : a guide for practitioners / / Gregory Curtis |
| Autore | Curtis Gregory <1947-> |
| Edizione | [1st ed. 2020.] |
| Pubbl/distr/stampa | Cham, Switzerland : , : Palgrave Macmillan, , [2020] |
| Descrizione fisica | 1 online resource (XVI, 128 p.) |
| Disciplina | 336.20086210973 |
| Soggetto topico |
Financial security
Rich people |
| ISBN | 3-030-57605-1 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | 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. |
| Record Nr. | UNINA-9910427036003321 |
Curtis Gregory <1947->
|
||
| Cham, Switzerland : , : Palgrave Macmillan, , [2020] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis
| Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis |
| Autore | Curtis Gregory <1947-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2016 |
| Descrizione fisica | 1 online resource (355 p.) |
| Disciplina | 332.02400973 |
| Soggetto topico |
Finance, Personal
Wealth - United States Investments - United States Finance - United States |
| ISBN |
1-119-09412-7
1-119-09411-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Philanthropy The Family Office How Much to Leave the Kids Inequality and Wealth Summary Notes About the Author About the Website Index . |
| Record Nr. | UNINA-9910137544203321 |
|
Curtis Gregory <1947->
|
||
| Hoboken, New Jersey : , : Wiley, , 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis
| Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis |
| Autore | Curtis Gregory <1947-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2016 |
| Descrizione fisica | 1 online resource (355 p.) |
| Disciplina | 332.02400973 |
| Soggetto topico |
Finance, Personal
Wealth - United States Investments - United States Finance - United States |
| ISBN |
1-119-09412-7
1-119-09411-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Philanthropy The Family Office How Much to Leave the Kids Inequality and Wealth Summary Notes About the Author About the Website Index . |
| Record Nr. | UNINA-9910820166903321 |
|
Curtis Gregory <1947->
|
||
| Hoboken, New Jersey : , : Wiley, , 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The stewardship of wealth [[electronic resource] ] : successful private wealth management for investors and their advisors / / Gregory Curtis
| The stewardship of wealth [[electronic resource] ] : successful private wealth management for investors and their advisors / / Gregory Curtis |
| Autore | Curtis Gregory <1947-> |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, N.J., : Wiley, 2013 |
| Descrizione fisica | 1 online resource (466 p.) |
| Disciplina | 332.024/01 |
| Collana | Wiley finance series |
| Soggetto topico |
Investments - United States
Wealth - United States Finance - United States |
| ISBN |
1-119-20382-1
1-118-42163-9 1-283-71509-0 1-118-42015-2 |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | pt. 1. The importance of private capital -- pt. 2. The stewardship of wealth -- pt. 3. The rich get richer. |
| Record Nr. | UNINA-9910141413903321 |
|
Curtis Gregory <1947->
|
||
| Hoboken, N.J., : Wiley, 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The stewardship of wealth [[electronic resource] ] : successful private wealth management for investors and their advisors / / Gregory Curtis
| The stewardship of wealth [[electronic resource] ] : successful private wealth management for investors and their advisors / / Gregory Curtis |
| Autore | Curtis Gregory <1947-> |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, N.J., : Wiley, 2013 |
| Descrizione fisica | 1 online resource (466 p.) |
| Disciplina | 332.024/01 |
| Collana | Wiley finance series |
| Soggetto topico |
Investments - United States
Wealth - United States Finance - United States |
| ISBN |
1-119-20382-1
1-118-42163-9 1-283-71509-0 1-118-42015-2 |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | pt. 1. The importance of private capital -- pt. 2. The stewardship of wealth -- pt. 3. The rich get richer. |
| Record Nr. | UNINA-9910820586103321 |
|
Curtis Gregory <1947->
|
||
| Hoboken, N.J., : Wiley, 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||