Advising the Ultra-Wealthy

A Guide for Practitioners

Authors: Curtis, Gregory

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  • Discusses the differences between wealthy families and institutions, and entrepreneurs and inheritors
  • Covers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluating money managers, and assessing portfolio performance
  • Highlights the recurring mistakes family investors make
  • Appeals to entry-level and mid-level financial professionals who wish to advise ultra-wealthy families
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eBook $59.99
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  • ISBN 978-3-030-57605-9
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  • Included format: EPUB, PDF
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  • Immediate eBook download after purchase
Hardcover $74.99
price for USA
  • ISBN 978-3-030-57604-2
  • Free shipping for individuals worldwide
  • Institutional customers should get in touch with their account manager
  • Covid-19 shipping restrictions
  • Usually ready to be dispatched within 3 to 5 business days, if in stock
About this book

This book, designed to be a guide for practitioners who wish to advise ultra-wealthy families, focuses on the difference between the ultra-wealthy and the ‘merely’ wealthy. With this in mind, the chapters devote little time to issues on which most financial advisors spend most of their time—retirement planning, IRA accounts, home mortgages, planning for college tuition, or financial planning in general. Practitioners working with the ultra-wealthy will instead need to grapple with complex tax issues, matters associated with the ever-changing world of trusts, the special world of the family office, money managers that are not available to anyone who is not an accredited investor or who enforce very high minimum account sizes, the family dynamics and human capital issues that destroy both families and wealth, and so on, all of which will be covered on a global scale in this book.


About the authors

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.


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)


Table of contents (15 chapters)

Table of contents (15 chapters)

Buy this book

eBook $59.99
price for USA
  • ISBN 978-3-030-57605-9
  • Digitally watermarked, DRM-free
  • Included format: EPUB, PDF
  • ebooks can be used on all reading devices
  • Immediate eBook download after purchase
Hardcover $74.99
price for USA
  • ISBN 978-3-030-57604-2
  • Free shipping for individuals worldwide
  • Institutional customers should get in touch with their account manager
  • Covid-19 shipping restrictions
  • Usually ready to be dispatched within 3 to 5 business days, if in stock

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Bibliographic Information

Bibliographic Information
Book Title
Advising the Ultra-Wealthy
Book Subtitle
A Guide for Practitioners
Authors
Copyright
2020
Publisher
Palgrave Macmillan
Copyright Holder
The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG
eBook ISBN
978-3-030-57605-9
DOI
10.1007/978-3-030-57605-9
Hardcover ISBN
978-3-030-57604-2
Edition Number
1
Number of Pages
XVI, 128
Topics