
Give the Gift of Choice!
Too many options? Treat your friends and family to their favourite stores with a Bayshore Shopping Centre gift card, redeemable at participating retailers throughout the centre. Click below to purchase yours today!Purchase HereHome
Advising the Wealthy Client: A Handbook for Working with Ultra
Coles
Loading Inventory...
Advising the Wealthy Client: A Handbook for Working with Ultra in Ottawa, ON
By None
Current price: $345.00


By None
Advising the Wealthy Client: A Handbook for Working with Ultra in Ottawa, ON
Current price: $345.00
Loading Inventory...
Size: Hardcover
*Product information may vary - to confirm product availability, pricing, shipping and return information please contact Coles
As F Scott Fitzgerald wrote in The Great Gatsby, “the rich are different” and face unique challenges – this is perhaps especially true today. Countries are racing to disclose bank accounts to garner more tax income and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.
This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on topics including:
•the importance of having a detailed, organised balance sheet;
•buying very substantial properties;
•choosing a country of residence;
•managing cross-border taxes;
•protecting assets from marital claims;
•understanding trust documents;
•creating a private trust company; and
•setting up a family office.
In addition, this book explores risk and reputation management, addresses diminished capacity and provides an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing.
Edited by Barbara Hauser, Editor of The International Family Offices Journal and the new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.
As F Scott Fitzgerald wrote in The Great Gatsby, “the rich are different” and face unique challenges – this is perhaps especially true today. Countries are racing to disclose bank accounts to garner more tax income and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.
This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on topics including:
•the importance of having a detailed, organised balance sheet;
•buying very substantial properties;
•choosing a country of residence;
•managing cross-border taxes;
•protecting assets from marital claims;
•understanding trust documents;
•creating a private trust company; and
•setting up a family office.
In addition, this book explores risk and reputation management, addresses diminished capacity and provides an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing.
Edited by Barbara Hauser, Editor of The International Family Offices Journal and the new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.


















