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The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, Rosplock Kirby


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Цена: 71810.00T
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Автор: Rosplock Kirby
Название:  The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them
ISBN: 9781119694007
Издательство: Wiley
Классификация:



ISBN-10: 1119694000
Обложка/Формат: Hardcover
Страницы: 464
Вес: 0.67 кг.
Дата издания: 24.11.2020
Язык: English
Издание: 2nd edition
Размер: 231 x 165 x 46
Читательская аудитория: Professional & vocational
Подзаголовок: A guide for affluent families and the advisors who serve them
Ссылка на Издательство: Link
Рейтинг:
Поставляется из: Англии
Описание:

Discover new insights on how to setup, manage, and advise wealthy families and their family offices

The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs.

This book teaches those who advise family offices and wealthy families on:

- How to setup, structure, and advise a family office

- Current compliance, fiduciary and risk management practices for a family office

- Forward-thinking investment management, estate planning, and private trust company considerations

- Fresh insights on philanthropy, legacy, and impact investing

- Best practices to managing family wealth education and preparing next generation owners

- New insights on family governance, strategic planning, and succession

- Methods to create a family constitution, mission, and vision for families and their family offices.

The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.



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The Wealth Advisors Guide to Life Insurance: A Crash Course For Trustees, Attorneys, CPAs and Family Offices

Автор: Brohawn Michael
Название: The Wealth Advisors Guide to Life Insurance: A Crash Course For Trustees, Attorneys, CPAs and Family Offices
ISBN: 1977212417 ISBN-13(EAN): 9781977212412
Издательство: Неизвестно
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Наличие на складе: Невозможна поставка.
Описание:

Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one who reviewed it remarked, it "deserves a place in every wealth advisor's reference library."

An easy to read the book, it "takes a complicated subject and makes it easy to digest." Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an "essential resource" for you providing the knowledge you need to help your clients maximize the benefits of life insurance.

As one industry expert said after reading the book..."there are other fine books on life insurance...but none as concise and readable."

For more information about the book and its author, you can visit MichaelBrohawn.com.

Author Bio:

Michael brings a unique perspective to the life insurance discussion. After a successful sales career developing life insurance strategies for high net worth clients, Michael, along with two partners started a company in 2007 that has evolved into the largest manager of in-force life insurance policies in the country.

Michael developed the prudent practices for trust-owned life insurance (TOLI) policy purchase and management that gave the firm its niche in that market becoming not only a guide but an educator, to trustees and fiduciaries nationwide.

Today, Michael works with advisors and policyholders - with his focus on one goal - maximizing the value of life insurance.



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