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Bookbot

Gregory Curtis

    Advising the Ultra-Wealthy
    Paris Without Her: A Memoir
    • 2021

      Paris Without Her: A Memoir

      • 256 Seiten
      • 9 Lesestunden
      3,3(95)Abgeben

      The memoir explores the poignant journey of a newly widowed editor as he revisits a city filled with memories shared with his late spouse. In his quest for solace and courage, he reflects on their life together, navigating grief while seeking a path to healing and renewal. The narrative captures the deep emotional landscape of love and loss, highlighting the enduring connection to a partner even in their absence.

      Paris Without Her: A Memoir
    • 2020

      Advising the Ultra-Wealthy

      • 144 Seiten
      • 6 Lesestunden

      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.

      Advising the Ultra-Wealthy