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Cover of Company Directors: Duties, Liabilities and Remedies

Company Directors: Duties, Liabilities and Remedies

Edited by: Mark Arnold KC, Simon Mortimore KC
Price: £275.00

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Advising the Wealthy Client: A Handbook for Working with the Ultra Wealthy


ISBN13: 9781787423305
Published: August 2020
Publisher: Globe Law and Business
Country of Publication: UK
Format: Hardback
Price: £165.00



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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.

Subjects:
Legal Practice Management
Contents:
Introduction
Barbara R. Hauser, Independent family adviser
Overview of global situation for private wealth
Joseph A. Field of Pillsbury Winthrop Shaw Pittman LLP
Inventory and comprehensive consolidated balance sheet
Asher Noor of AlTouq Group
Special assets purchase and maintenance: purchase of substantial properties
Jeremy McGivern of Mercury Homesearch
Managing insurable risks
Linda Bourn Crystal, Alliant Private Client
General risk preparedness
John Deverell of thepreparedmind.net
Choice of residence
Nicola Saccardo of Maisto e Associati
Management of taxes
Jeremy Arnold of Withersworldwide
Reputation management
Charlie Bain of Digitalis
Protection from marital claims
Simon Bruce of Farrer & Co
Review of all trust documents
Gail Cohen, Gerry Joyce Fiduciary Trust Company
Consider creating a private trust company
Advantages of a family office
Barbara R. Hauser, Independent family adviser
Addressing diminished capacity
The philanthropic framework
Melissa A. Berman of Rockefeller Philanthropy Advisors
Global investment future views
Craig Pearson Private Wealth Systems
The essential infrastructure for wealth preservation
Natasha Pearl of Aston Pearl