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 | ||
|
Family fortunes [[electronic resource] ] : how to build family wealth and hold onto it for 100 years / / Bill Bonner, Will Bonner |
Autore | Bonner William <1948-> |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, 2012 |
Descrizione fisica | 1 online resource (354 p.) |
Disciplina | 306.85 |
Altri autori (Persone) | BonnerWill <1978-> |
Collana | Agora series |
Soggetto topico |
Families
Wealth Financial security |
Soggetto genere / forma | Electronic books. |
ISBN |
1-118-23987-3
1-280-79274-4 9786613703132 1-118-22684-4 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Family Fortunes: How to Build Family Wealth and Hold Onto It for 100 Years; Contents; Preface; Acknowledgments; Introduction: Families That Won't Fail and Money That Won't Die; Chapter 1: Who Ya Gonna Call?; The Family vs. the State; Going Bust; ""Nobody Really Starts with Nothing""; A History of Family Wealth; The Tax ""Solution""; A Stab in the Back; The Family Office; The Family Balance Sheet; Human Capital; No Room for Retirement; Financial Capital; Enemy of the State?; Chapter 2: The Family; It Takes Teamwork; Life on a Dual-Income Treadmill; Everything Regresses to the Mean
The Role of the Matriarch The Glue that Holds it all Together; The Three ""D""S; Division; Dissatisfaction; Distance; Seven Common Pitfalls for Wealthy Families and How to Avoid them; The Matriarch of the Rothschilds; Growing Human Capital; Developing your Family Culture; Family Values; The Family Business; Family Hobbies; Education; Marriage; Philanthropy; Politics; Family History; Family Motto and Crest; Family Traditions and Rituals; Family Relationships and Reputation; Family Vacations; Family Properties; Family Investments; Overcoming Setbacks; Career and Educational Development Programs Delaying Gratification Mentoring and Internship Programs; How to Bring ""Outsiders"" into the Family; Is a ""Prenup"" Really Necessary?; Should a Spouse Become Involved in Family Financial Affairs?; Fighting Addictions and Troublesome Family Members; Chapter 3: What About the Money?; Most Charity is a Waste of Time and Money; More Harm Than Good; Vanity; How Do You Accumulate a ""Family Fortune""?; Now Back to Our Story; Are Stocks a Good Idea?; So How Do You Get Real Family Money?; Not So Fast; F-U Money; How Much Money Do You Need?; What Kind of Money is Fa ily Money? Financial Escape Velocity Lock it Up!; Chapter 4: Making your Fortune in Business; The Best Way to Get a Fortune; How to Build a Family Business; One Step at a Time; Learn at Others' Expense; Don't be a Pioneer; Don't be an Opportunist; Don't Try to Do it on your Own; Morale and Why it Shouldn't Matter; What Kind of Business Should You be in?; Work Hard . . . Get Lucky; Compound Effort Over Time; Where Do These Things Come From?; Who Makes Money?; Stay in School?; Chapter 5: Making your Fortune in Investments; The Key Variable; Born Yesterday; Born the Day Before Yesterday; Desilusionado Stay Away From ""Conservative"" Investments Don't Chase Alpha; 150 Times your Money in 40 Years; The Beta Personality; Alpha Matters, Too; Capital Gains, not Income; Let Mr. Market Tell his Story; Don't Take a Big Loss; The Resource Advantage; America Depends on Cheap Oil; No Longer a Free Society; Spurts of Growth; A Final Thought . . .; Chapter 6: Our Beta Bets; Bet on the Losers; Why Emerging Markets Will Outperform Developed Ones; ""Progress""; The Chinese Century?; What About the Internet?; The Lost Century; Big Trend No. 2; Who Will have the Last Laugh?; Chapter 7: Hard Structures A Will and an Estate Plan |
Record Nr. | UNINA-9910462030603321 |
Bonner William <1948-> | ||
Hoboken, N.J., : Wiley, 2012 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Family fortunes [[electronic resource] ] : how to build family wealth and hold onto it for 100 years / / Bill Bonner, Will Bonner |
Autore | Bonner William <1948-> |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, 2012 |
Descrizione fisica | 1 online resource (354 p.) |
Disciplina | 306.85 |
Altri autori (Persone) | BonnerWill <1978-> |
Collana | Agora series |
Soggetto topico |
Families
Wealth Financial security |
ISBN |
1-118-23987-3
1-280-79274-4 9786613703132 1-118-22684-4 |
Classificazione | BUS036000 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Family Fortunes: How to Build Family Wealth and Hold Onto It for 100 Years; Contents; Preface; Acknowledgments; Introduction: Families That Won't Fail and Money That Won't Die; Chapter 1: Who Ya Gonna Call?; The Family vs. the State; Going Bust; ""Nobody Really Starts with Nothing""; A History of Family Wealth; The Tax ""Solution""; A Stab in the Back; The Family Office; The Family Balance Sheet; Human Capital; No Room for Retirement; Financial Capital; Enemy of the State?; Chapter 2: The Family; It Takes Teamwork; Life on a Dual-Income Treadmill; Everything Regresses to the Mean
The Role of the Matriarch The Glue that Holds it all Together; The Three ""D""S; Division; Dissatisfaction; Distance; Seven Common Pitfalls for Wealthy Families and How to Avoid them; The Matriarch of the Rothschilds; Growing Human Capital; Developing your Family Culture; Family Values; The Family Business; Family Hobbies; Education; Marriage; Philanthropy; Politics; Family History; Family Motto and Crest; Family Traditions and Rituals; Family Relationships and Reputation; Family Vacations; Family Properties; Family Investments; Overcoming Setbacks; Career and Educational Development Programs Delaying Gratification Mentoring and Internship Programs; How to Bring ""Outsiders"" into the Family; Is a ""Prenup"" Really Necessary?; Should a Spouse Become Involved in Family Financial Affairs?; Fighting Addictions and Troublesome Family Members; Chapter 3: What About the Money?; Most Charity is a Waste of Time and Money; More Harm Than Good; Vanity; How Do You Accumulate a ""Family Fortune""?; Now Back to Our Story; Are Stocks a Good Idea?; So How Do You Get Real Family Money?; Not So Fast; F-U Money; How Much Money Do You Need?; What Kind of Money is Fa ily Money? Financial Escape Velocity Lock it Up!; Chapter 4: Making your Fortune in Business; The Best Way to Get a Fortune; How to Build a Family Business; One Step at a Time; Learn at Others' Expense; Don't be a Pioneer; Don't be an Opportunist; Don't Try to Do it on your Own; Morale and Why it Shouldn't Matter; What Kind of Business Should You be in?; Work Hard . . . Get Lucky; Compound Effort Over Time; Where Do These Things Come From?; Who Makes Money?; Stay in School?; Chapter 5: Making your Fortune in Investments; The Key Variable; Born Yesterday; Born the Day Before Yesterday; Desilusionado Stay Away From ""Conservative"" Investments Don't Chase Alpha; 150 Times your Money in 40 Years; The Beta Personality; Alpha Matters, Too; Capital Gains, not Income; Let Mr. Market Tell his Story; Don't Take a Big Loss; The Resource Advantage; America Depends on Cheap Oil; No Longer a Free Society; Spurts of Growth; A Final Thought . . .; Chapter 6: Our Beta Bets; Bet on the Losers; Why Emerging Markets Will Outperform Developed Ones; ""Progress""; The Chinese Century?; What About the Internet?; The Lost Century; Big Trend No. 2; Who Will have the Last Laugh?; Chapter 7: Hard Structures A Will and an Estate Plan |
Record Nr. | UNINA-9910790336903321 |
Bonner William <1948-> | ||
Hoboken, N.J., : Wiley, 2012 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Family fortunes : how to build family wealth and hold onto it for 100 years / / Bill Bonner, Will Bonner |
Autore | Bonner William <1948-> |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, 2012 |
Descrizione fisica | 1 online resource (354 p.) |
Disciplina | 306.85 |
Altri autori (Persone) | BonnerWill <1978-> |
Collana | Agora series |
Soggetto topico |
Families
Wealth Financial security |
ISBN |
1-118-23987-3
1-280-79274-4 9786613703132 1-118-22684-4 |
Classificazione | BUS036000 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Family Fortunes: How to Build Family Wealth and Hold Onto It for 100 Years; Contents; Preface; Acknowledgments; Introduction: Families That Won't Fail and Money That Won't Die; Chapter 1: Who Ya Gonna Call?; The Family vs. the State; Going Bust; ""Nobody Really Starts with Nothing""; A History of Family Wealth; The Tax ""Solution""; A Stab in the Back; The Family Office; The Family Balance Sheet; Human Capital; No Room for Retirement; Financial Capital; Enemy of the State?; Chapter 2: The Family; It Takes Teamwork; Life on a Dual-Income Treadmill; Everything Regresses to the Mean
The Role of the Matriarch The Glue that Holds it all Together; The Three ""D""S; Division; Dissatisfaction; Distance; Seven Common Pitfalls for Wealthy Families and How to Avoid them; The Matriarch of the Rothschilds; Growing Human Capital; Developing your Family Culture; Family Values; The Family Business; Family Hobbies; Education; Marriage; Philanthropy; Politics; Family History; Family Motto and Crest; Family Traditions and Rituals; Family Relationships and Reputation; Family Vacations; Family Properties; Family Investments; Overcoming Setbacks; Career and Educational Development Programs Delaying Gratification Mentoring and Internship Programs; How to Bring ""Outsiders"" into the Family; Is a ""Prenup"" Really Necessary?; Should a Spouse Become Involved in Family Financial Affairs?; Fighting Addictions and Troublesome Family Members; Chapter 3: What About the Money?; Most Charity is a Waste of Time and Money; More Harm Than Good; Vanity; How Do You Accumulate a ""Family Fortune""?; Now Back to Our Story; Are Stocks a Good Idea?; So How Do You Get Real Family Money?; Not So Fast; F-U Money; How Much Money Do You Need?; What Kind of Money is Fa ily Money? Financial Escape Velocity Lock it Up!; Chapter 4: Making your Fortune in Business; The Best Way to Get a Fortune; How to Build a Family Business; One Step at a Time; Learn at Others' Expense; Don't be a Pioneer; Don't be an Opportunist; Don't Try to Do it on your Own; Morale and Why it Shouldn't Matter; What Kind of Business Should You be in?; Work Hard . . . Get Lucky; Compound Effort Over Time; Where Do These Things Come From?; Who Makes Money?; Stay in School?; Chapter 5: Making your Fortune in Investments; The Key Variable; Born Yesterday; Born the Day Before Yesterday; Desilusionado Stay Away From ""Conservative"" Investments Don't Chase Alpha; 150 Times your Money in 40 Years; The Beta Personality; Alpha Matters, Too; Capital Gains, not Income; Let Mr. Market Tell his Story; Don't Take a Big Loss; The Resource Advantage; America Depends on Cheap Oil; No Longer a Free Society; Spurts of Growth; A Final Thought . . .; Chapter 6: Our Beta Bets; Bet on the Losers; Why Emerging Markets Will Outperform Developed Ones; ""Progress""; The Chinese Century?; What About the Internet?; The Lost Century; Big Trend No. 2; Who Will have the Last Laugh?; Chapter 7: Hard Structures A Will and an Estate Plan |
Record Nr. | UNINA-9910812623103321 |
Bonner William <1948-> | ||
Hoboken, N.J., : Wiley, 2012 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Financial capability and asset holding in later life : a life course perspective / / edited by Margaret S. Sherraden and Nancy Morrow-Howell |
Pubbl/distr/stampa | Oxford ; ; New York : , : Oxford University Press, , [2015] |
Descrizione fisica | 1 online resource (281 p.) |
Disciplina | 332.024/01 |
Soggetto topico |
Older people - Economic conditions
Older people - Finance, Personal Retirement income Financial security |
Soggetto genere / forma | Electronic books. |
ISBN |
0-19-937432-5
0-19-937431-7 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Machine generated contents note: -- Introduction -- Financial Vulnerability and Capability across the Life Course: Theoretical Perspective -- Margaret S. Sherraden and Nancy Morrow-Howell -- Part One. Financial Capability in Later Life: Theory and Evidence of Life Course Impacts -- Chapter 1 -- The Financial Crisis and the Life Course: -- Age, Education, and Race as Predictors of Economic and Financial Outcomes -- William Emmons and Bryan Noeth -- Chapter 2 -- Race, Gender, and Wealth across the Life Course -- Tyson Brown -- Part Two. Financial Capability in Later Life: Vulnerable Populations -- Chapter 3 -- Assets and Older African Americans -- Wilhelmina A. Leigh -- Chapter 4 -- Economic Security of Older Hispanics: The Role of Social Security and Employer-Based Pensions -- Jacqueline L. Angel and Stipica Mudrazija -- Chapter 5 -- Native American Elders and Assets -- Amanda Barusch and Tracy Golden -- Chapter 6 -- Immigrant Older Adults: Poverty, Asset Holding, Financial Access, and Public Policy -- Yunju Nam -- Chapter 7 -- Disability, Aging, and Assets and Financial Stability -- Michelle Putnam -- Part Three. Policies and Innovations -- Chapter 8 -- Lifelong Asset Development Policy: A Capability Approach -- Jin Huang and Jennifer C. Greenfield -- Chapter 9 -- Long Term Care: Who Pays the Price? -- Jennifer C. Greenfield -- Chapter 10 -- Workplace Policies and Practices to Accumulate Assets -- Ernest Gonzales -- Chapter 11 -- A New Dawn: Age-Friendly Banking for Low to Moderate Income Older Adults -- Sehar Siddiqi, Robert Zdenek, and Edward Gorman -- Conclusion. Innovations and Knowledge Development -- Nancy Morrow-Howell, Michael Sherraden, and Margaret Sherraden. |
Record Nr. | UNINA-9910460212303321 |
Oxford ; ; New York : , : Oxford University Press, , [2015] | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Financial capability and asset holding in later life : a life course perspective / / edited by Margaret S. Sherraden and Nancy Morrow-Howell |
Pubbl/distr/stampa | Oxford ; ; New York : , : Oxford University Press, , [2015] |
Descrizione fisica | 1 online resource (281 p.) |
Disciplina | 332.024/01 |
Soggetto topico |
Older people - Economic conditions
Older people - Finance, Personal Retirement income Financial security |
ISBN |
0-19-937432-5
0-19-937431-7 |
Classificazione | SOC025000 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Machine generated contents note: -- Introduction -- Financial Vulnerability and Capability across the Life Course: Theoretical Perspective -- Margaret S. Sherraden and Nancy Morrow-Howell -- Part One. Financial Capability in Later Life: Theory and Evidence of Life Course Impacts -- Chapter 1 -- The Financial Crisis and the Life Course: -- Age, Education, and Race as Predictors of Economic and Financial Outcomes -- William Emmons and Bryan Noeth -- Chapter 2 -- Race, Gender, and Wealth across the Life Course -- Tyson Brown -- Part Two. Financial Capability in Later Life: Vulnerable Populations -- Chapter 3 -- Assets and Older African Americans -- Wilhelmina A. Leigh -- Chapter 4 -- Economic Security of Older Hispanics: The Role of Social Security and Employer-Based Pensions -- Jacqueline L. Angel and Stipica Mudrazija -- Chapter 5 -- Native American Elders and Assets -- Amanda Barusch and Tracy Golden -- Chapter 6 -- Immigrant Older Adults: Poverty, Asset Holding, Financial Access, and Public Policy -- Yunju Nam -- Chapter 7 -- Disability, Aging, and Assets and Financial Stability -- Michelle Putnam -- Part Three. Policies and Innovations -- Chapter 8 -- Lifelong Asset Development Policy: A Capability Approach -- Jin Huang and Jennifer C. Greenfield -- Chapter 9 -- Long Term Care: Who Pays the Price? -- Jennifer C. Greenfield -- Chapter 10 -- Workplace Policies and Practices to Accumulate Assets -- Ernest Gonzales -- Chapter 11 -- A New Dawn: Age-Friendly Banking for Low to Moderate Income Older Adults -- Sehar Siddiqi, Robert Zdenek, and Edward Gorman -- Conclusion. Innovations and Knowledge Development -- Nancy Morrow-Howell, Michael Sherraden, and Margaret Sherraden. |
Record Nr. | UNINA-9910797192703321 |
Oxford ; ; New York : , : Oxford University Press, , [2015] | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Financial capability and asset holding in later life : a life course perspective / / edited by Margaret S. Sherraden and Nancy Morrow-Howell |
Pubbl/distr/stampa | Oxford ; ; New York : , : Oxford University Press, , [2015] |
Descrizione fisica | 1 online resource (281 p.) |
Disciplina | 332.024/01 |
Soggetto topico |
Older people - Economic conditions
Older people - Finance, Personal Retirement income Financial security |
ISBN |
0-19-937432-5
0-19-937431-7 |
Classificazione | SOC025000 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Machine generated contents note: -- Introduction -- Financial Vulnerability and Capability across the Life Course: Theoretical Perspective -- Margaret S. Sherraden and Nancy Morrow-Howell -- Part One. Financial Capability in Later Life: Theory and Evidence of Life Course Impacts -- Chapter 1 -- The Financial Crisis and the Life Course: -- Age, Education, and Race as Predictors of Economic and Financial Outcomes -- William Emmons and Bryan Noeth -- Chapter 2 -- Race, Gender, and Wealth across the Life Course -- Tyson Brown -- Part Two. Financial Capability in Later Life: Vulnerable Populations -- Chapter 3 -- Assets and Older African Americans -- Wilhelmina A. Leigh -- Chapter 4 -- Economic Security of Older Hispanics: The Role of Social Security and Employer-Based Pensions -- Jacqueline L. Angel and Stipica Mudrazija -- Chapter 5 -- Native American Elders and Assets -- Amanda Barusch and Tracy Golden -- Chapter 6 -- Immigrant Older Adults: Poverty, Asset Holding, Financial Access, and Public Policy -- Yunju Nam -- Chapter 7 -- Disability, Aging, and Assets and Financial Stability -- Michelle Putnam -- Part Three. Policies and Innovations -- Chapter 8 -- Lifelong Asset Development Policy: A Capability Approach -- Jin Huang and Jennifer C. Greenfield -- Chapter 9 -- Long Term Care: Who Pays the Price? -- Jennifer C. Greenfield -- Chapter 10 -- Workplace Policies and Practices to Accumulate Assets -- Ernest Gonzales -- Chapter 11 -- A New Dawn: Age-Friendly Banking for Low to Moderate Income Older Adults -- Sehar Siddiqi, Robert Zdenek, and Edward Gorman -- Conclusion. Innovations and Knowledge Development -- Nancy Morrow-Howell, Michael Sherraden, and Margaret Sherraden. |
Record Nr. | UNINA-9910810016703321 |
Oxford ; ; New York : , : Oxford University Press, , [2015] | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Financial well-being by state : using data from the Financial Industry Regulatory Authority Foundation 2018 National Financial Capability Study |
Pubbl/distr/stampa | [Washington, D.C.] : , : Consumer Financial Protection Bureau, , 2019 |
Descrizione fisica | 1 online resource (31 pages) : color illustrations |
Soggetto topico |
Financial security - United States - States
Financial security |
Soggetto genere / forma | Statistics. |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Financial well-being by state |
Record Nr. | UNINA-9910713080503321 |
[Washington, D.C.] : , : Consumer Financial Protection Bureau, , 2019 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
The future of consumer credit regulation : creative approaches to emerging problems / / edited by Michelle Kelly-Louw, James P. Nehf, Peter Rott |
Pubbl/distr/stampa | London : , : Routledge, , 2016 |
Descrizione fisica | 1 online resource (257 pages) |
Disciplina | 346.073 |
Altri autori (Persone) |
Kelly-LouwMichelle
NehfJames P RottPeter |
Collana | Markets and the law |
Soggetto topico |
Consumer credit - Law and legislation
Financial services industry - Law and legislation Financial security Literacy programs |
ISBN |
1-351-88921-4
1-138-26005-3 1-315-23949-3 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | pt. I. Emerging paradigms -- pt. II. Responsible lending -- pt. III. Debt relief and insolvency. |
Record Nr. | UNINA-9910154574703321 |
London : , : Routledge, , 2016 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Measuring financial well-being : a guide to using the CFPB Financial Well-Being Scale |
Pubbl/distr/stampa | [Washington, D.C.] : , : Consumer Financial Protection Bureau, , 2015 |
Descrizione fisica | 1 online resource (31 pages) : color illustrations |
Soggetto topico |
Finance, Personal - United States
Financial literacy - United States Financial security - United States Finance, Personal Financial literacy Financial security |
Soggetto genere / forma | Handbooks and manuals. |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Measuring financial well-being |
Record Nr. | UNINA-9910705629203321 |
[Washington, D.C.] : , : Consumer Financial Protection Bureau, , 2015 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|