The Credit Suisse Guide to Managing Your Personal Wealth PDF Download

Author: Larissa Downes
Publisher:
ISBN: 9789627982012
Category : Banks and banking
Languages : en
Pages : 448

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Author:
Publisher:
ISBN: 9789627982012
Category : Banks and banking
Languages : en
Pages : 0

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Author: E F P International
Publisher:
ISBN: 9789627982036
Category : Finance, Personal
Languages : en
Pages : 448

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Author: William I. Woodson
Publisher: Columbia University Press
ISBN: 0231553714
Category : Business & Economics
Languages : en
Pages : 335

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Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have acquired a considerably higher public profile: they represent a mere 7 percent of the world’s ultra-high-net-worth population—yet control a staggering 50 percent of the wealth. As only a select few families now hold a disproportionate amount of global wealth, there are significant social implications to how such assets are managed and used. This book provides an insider’s view for anyone looking to understand family offices and how to best serve and advise them. The veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively. They present these insights through a series of problem-based learning cases that follow a single family’s journey from the time of a significant liquidity event; through the creation, staffing, and management of their family office; and on to its succession. Each case study is supported by detailed background reference material. The cases and background materials are drawn from the authors’ practical knowledge, network of industry experts, and experience advising family offices large and small. They shed light on the unique issues that ultrawealthy families face and the solutions they adopt to address them throughout the life cycle of a family office. This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices.

Author: Carol Pepper
Publisher: Macmillan
ISBN: 0312641664
Category : Business & Economics
Languages : en
Pages : 349

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An essential guide for every woman who wants to build, preserve, and enjoy her wealth in a world where the old sequential patterns of education, marriage, motherhood, and retirement no longer apply.

Author:
Publisher:
ISBN:
Category : Business enterprises
Languages : en
Pages : 868

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Author:
Publisher:
ISBN:
Category : Industries
Languages : en
Pages : 632

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Author: Baker Library
Publisher:
ISBN:
Category : Business
Languages : en
Pages : 476

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Author: Andrew Fisher
Publisher: John Wiley & Sons
ISBN: 1119234271
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families. Navigate the complexities of international taxation Get specific guidance on retirement planning Make sense of how real estate fits into your financial picture Invest appropriately to maximize growth for the future Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion.

Author: Crédit suisse
Publisher:
ISBN:
Category : Switzerland
Languages : en
Pages : 358

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