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New Arrival 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: August 2020
  • Format: Hardback , 229 pages
  • Jurisdiction: International ? Disclaimer:
    Countri(es) stated herein are used as reference only

List Price: HKD 2,227.50

HKD 2,004.00 Save HKD 223.50 (10%)

Delivery Time: around 2-3 weeks
Extra 2-10 working days if shipping address outside Hong Kong
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Hong Kong: free delivery (order over HKD 1000)
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  • Description 
  • Author 
  • 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 the essential requirements of 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.

  • Consulting editors

    Contributing firmName
    Independent family adviser Barbara R Hauser

    Contributors

    Contributing firmName
    AlTouq Group Asher Noor
    Aston Pearl Natasha Pearl
    Crystal, Alliant Private Client Linda Bourn
    Digitalis Charlie Bain
    Drewery Consulting Keith Drewery
    Farrer & Co Amy Radnor
    Rose Spencer-Longhurst
    Fiduciary Trust Company International Gail E Cohen
    Gerry F Joyce
    Maisto e Associati Nicola Saccardo
    Mercury Homesearch Jeremy McGivern
    Pillsbury Winthrop Shaw Pittman LLP Joseph A Field
    Private Wealth Systems Craig Pearson
    Rockefeller Philanthropy Advisors Melissa A Berman
    thepreparedmind.net John Deverell
    UBS Todd D Mayo
    Withersworldwide Jeremy Arnold

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