{"product_id":"advising-the-ultra-wealthy-a-guide-for-practitioners-paperback","title":"Advising the Ultra-Wealthy: A Guide for Practitioners - Paperback","description":"\u003cp\u003eby \u003cb\u003eGregory Curtis\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eDiscusses the differences between wealthy families and institutions, and entrepreneurs and inheritors\u003c\/p\u003e\u003cp\u003eCovers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluating money managers, and assessing portfolio performance\u003c\/p\u003e\u003cp\u003eHighlights the recurring mistakes family investors make\u003c\/p\u003e\u003cp\u003eAppeals to entry-level and mid-level financial professionals who wish to advise ultra-wealthy families\u003cbr\u003e\u003c\/p\u003e\u003ch3\u003eBack Jacket\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eThis 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.\u003c\/p\u003e\u003cbr\u003e\u003cp\u003e\u003c\/p\u003e\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eGregory Curtis\u003c\/b\u003e is the author of eight books, including three investment books: \u003ci\u003eFamily Capital, The Stewardship of Wealth, \u003c\/i\u003eand \u003ci\u003eCreative Capital. \u003c\/i\u003eHe 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.\u003c\/p\u003e\u003cbr\u003e\u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 128\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.31 x 9.21 x 6.14 IN\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003eIllustrated:\u003c\/strong\u003e Yes\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e November 28, 2021\u003c\/div\u003e","brand":"Books by splitShops","offers":[{"title":"Default Title","offer_id":51779262218528,"sku":"9783030576073","price":104.96,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0974\/9764\/5344\/files\/3963088555b542500fc83b0310e7851a.webp?v=1780514267","url":"https:\/\/ebocreations.com\/products\/advising-the-ultra-wealthy-a-guide-for-practitioners-paperback","provider":"The E-Book Oasis LLC","version":"1.0","type":"link"}