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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 | ||
| ||
Advising the Ultra-Wealthy : A Guide for Practitioners / / by Gregory Curtis
| Advising the Ultra-Wealthy : A Guide for Practitioners / / by Gregory Curtis |
| Autore | Curtis Gregory <1947-> |
| Edizione | [1st ed. 2020.] |
| Pubbl/distr/stampa | Springer International Publishing, 2020 |
| Descrizione fisica | 1 online resource (XVI, 128 p.) |
| Disciplina |
336.20086210973
332.02401 |
| Soggetto topico |
Financial services industry
Financial Services |
| ISBN |
9783030576059
3030576051 |
| 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-9910863156503321 |
|
Curtis Gregory <1947->
|
||
| Springer International Publishing, 2020 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||