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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: Barbara R. Hauser
Publisher: Globe Law and Business
ISBN: 9781787423305
Published In: August 2020
Format: Hardback
Jurisdiction: U.K. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Description
Contents
Author

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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.

Introduction

Barbara R. Hauser, Independent family adviser

Overview of global situation for private wealth

Joseph A. Field of Pillsbury Winthrop Shaw Pittman LLP

Inventory and comprehensive consolidated balance sheet

Asher Noor of AlTouq Group

Special assets purchase and maintenance: purchase of substantial properties

Jeremy McGivern of Mercury Homesearch

Managing insurable risks

Linda Bourn Crystal, Alliant Private Client

General risk preparedness

John Deverell of thepreparedmind.net

Choice of residence

Nicola Saccardo of Maisto e Associati

Management of taxes

Jeremy Arnold of Withersworldwide

Reputation management

Charlie Bain of Digitalis

Protection from marital claims

Simon Bruce of Farrer & Co

Review of all trust documents

Gail Cohen, Gerry Joyce Fiduciary Trust Company

Consider creating a private trust company

Advantages of a family office

Barbara R. Hauser, Independent family adviser

Addressing diminished capacity

The philanthropic framework

Melissa A. Berman of Rockefeller Philanthropy Advisors

Global investment future views

Craig Pearson Private Wealth Systems

The essential infrastructure for wealth preservation

Natasha Pearl of Aston Pearl

Consulting editors

Contributing firm	Name
Independent family adviser	Barbara R Hauser

Contributors

Contributing firm	Name
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
Farrer & Co	Rose Spencer-Longhurst
Fiduciary Trust Company International	Gail E Cohen
Fiduciary Trust Company International	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