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Author:   Gregory Curtis ,  Jim Foster
Publisher:   Springer Nature Switzerland AG
Imprint:   Springer Nature Switzerland AG
Edition:   2020 ed.
Weight:   0.454kg
ISBN:  

9783030576042

ISBN 10:   3030576043
Pages:   128
Publication Date:   28 November 2020
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Hardback
Publisher's Status:   Active
Availability:   Manufactured on demand  
We will order this item for you from a manufactured on demand supplier.

Table of Contents

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.

Reviews

Advising the Ultra-Wealthy is aspirational as well as practical. ... An invaluable guide for navigating this complex and often little understood segment of the market. (AdvisorEngine, advisorengine.com, February 2, 2021)

“Advising the Ultra-Wealthy is aspirational as well as practical. … An invaluable guide for navigating this complex and often little understood segment of the market.” (AdvisorEngine, advisorengine.com, February 2, 2021)

Author Information

Gregory Curtis is the author of eight books, including three investment books: Family Capital, The Stewardship of Wealth, and Creative Capital. He is the author of nearly 50 white papers and journal articles on a variety of investment topics. Gregory’s blog appears every Friday morning and goes out to approximately 50,000 readers. It is available free of charge at https://gregorydcurtis.com/blog/. He has lectured at Harvard Law School, the Tepper School at Carnegie Mellon University, and the University of Pittsburgh School of Law, all in the USA.

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