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Targeting practitioners advising ultra-wealthy families, this guide distinguishes between the ultra-wealthy and the merely wealthy. It shifts focus from common financial planning topics to complex issues such as intricate tax strategies, evolving trust laws, and the unique dynamics of family offices. Additionally, it addresses exclusive money management options and the human capital challenges that can jeopardize both family relationships and wealth. The book provides a comprehensive global perspective on these critical aspects, essential for effective advising in this niche market.
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Advising the Ultra-Wealthy, Gregory Curtis
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- Released
- 2021
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- (Paperback)
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