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Coming Soon Advising the Wealthy Client: A Handbook for Working with the Ultra Wealthy

Advising the Wealthy Client: A Handbook for Working with the Ultra Wealthy

  • Author:
  • Publisher: Globe Law and Business
  • ISBN: 9781787423305
  • Published In: July 2020
  • Format: Hardback , 190 pages
  • Jurisdiction: International ? Disclaimer:
    Countri(es) stated herein are used as reference only
HKD 2,227.50
Delivery Time: around 2-3 weeks ?Extra 2-10 working days for address outside Hong Kong
Not yet published?

The publication date listed on our site is the latest information we have from the publisher, and that this date may change.

Most pre-orders will be dispatched on, or before publication date and we will make every effort to make sure they arrive with you as close to publication date as we can.

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  • Description 
  • Details

    As F Scott Fitzgerald wrote in The Great Gatsby, “the rich are different” and face unique challenges – this is perhaps especially true today. Countries are racing to disclose bank accounts to garner more tax income and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.

    This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on topics including:

    • the importance of having a detailed, organised balance sheet;
    • buying very substantial properties;
    • choosing a country of residence;
    • managing cross-border taxes;
    • protecting assets from marital claims;
    • understanding trust documents;
    • creating a private trust company; and
    • setting up a family office.

    In addition, this book explores risk and reputation management, addresses diminished capacity and provides an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing.

    Edited by Barbara Hauser, Editor of The International Family Offices Journal and the new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.

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