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Author:   Barbara R Hauser
Publisher:   Globe Law and Business Ltd
Imprint:   Globe Law and Business Ltd
ISBN:  

9781787423305

ISBN 10:   1787423301
Pages:   229
Publication Date:   21 August 2020
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Hardback
Publisher's Status:   Active
Availability:   In Print  
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Table of Contents

Introduction Barbara R Hauser Independent family adviser Overview of global situation for private wealth Joseph A Field Pillsbury Winthrop Shaw Pittman LLP Inventory and comprehensive consolidated balance sheet Asher Noor AlTouq Group Special assets purchase and maintenance: purchase of substantial properties Jeremy McGivern Mercury Homesearch Managing insurable risks Linda Bourn Crystal, Alliant Private Client General risk preparedness John Deverell thepreparedmind.net Choice of residence Nicola Saccardo Maisto e Associati Management of taxes Jeremy Arnold Withersworldwide Reputation management Charlie Bain Digitalis Protection from marital claims Simon Bruce 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 Rockefeller Philanthropy Advisors Global investment future views Craig Pearson Private Wealth Systems The essential infrastructure for wealth preservation Natasha Pearl Aston Pearl

Reviews

Advising the Wealthy Client covers many of the crucial areas for advisors to know about and implement in their work. It is a welcome addition at a time when both family wealth and the world are becoming ever more complex. -- James Grubman PhD

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