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Wealth Exposed

Author : Brian G. Flood
ISBN : 9781118810699
Genre : Business & Economics
File Size : 69. 2 MB
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An indispensable survival guide for high-net-worth individuals and their advisors If you're like most high-net-worth individuals nowadays, you are underinsured, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize your lifestyle and rob you and your family of what they’ve worked so hard to achieve. Don't risk it all for lack of basic knowledge. Read Wealth Exposed and get the practical guidance and real-world solutions you need to protect your hard-earned assets. Written by a leading national risk management expert with extensive experience advising high-net-worth individuals, Wealth Exposed alerts you to the full range of risks to which high-net-worth individuals are exposed, while schooling you in your risk management ABCs. Designed for high-net-worth individuals, their CPAs, attorneys, family office managers, and others, Wealth Exposed arms you with the knowledge and tools you need to protect yourself, or your clients, from mayhem. Provides a framework for creating a comprehensive personal risk management strategy Contains numerous real-life anecdotes and case studies drawn from the author's case files Discusses insurance solutions for property, cars, jewelry, aircraft, watercraft, wine, cars, and more Read Wealth Exposed and find out what you need to know to protect your assets from risk and secure your peace of mind.

Financial Planning For High Net Worth Individuals

Author : Richard H. Mayer
ISBN : 1587982323
Genre : Business & Economics
File Size : 84. 81 MB
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A comprehensive and authoritative guide to the art and science of wealth management.

Wealth

Author : Richard P. Rojeck
ISBN : 9783030244972
Genre : Business & Economics
File Size : 84. 53 MB
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With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, tax, investment, and other matters, in many ways, ultra-high net worth individuals are underserved, even as they are confronted with potentially increasing challenges to the growth and protection of their wealth. Planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in suboptimal outcomes. As a Certified Financial Planner Professional with over 30 years of experience serving individuals with substantial wealth, Richard Rojeck presents an alternative approach, one based upon a comprehensive planning process. He addresses the eight key planning areas for the ultra-high net worth individual, describing the top strategies within each. He challenges you to assess your current planning and provides guidance on how to select an often-missing member of the advisory team. With a readable and approachable style, this book will help you more effectively grow and protect your assets for yourself, your family, and your charitable causes.

How To Give Financial Advice To Women Attracting And Retaining High Net Worth Female Clients

Author : Kathleen Burns Kingsbury
ISBN : 9780071798983
Genre : Business & Economics
File Size : 40. 66 MB
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YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

Investing Strategies For The High Net Worth Investor Maximize Returns On Taxable Portfolios

Author : Niall Gannon
ISBN : 0071628207
Genre : Business & Economics
File Size : 57. 41 MB
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A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.

Active Investing Wealth Management For High Net Worth Individuals

Author : Dr. Gary J. Harloff, PhD
ISBN : 9781450003780
Genre : Business & Economics
File Size : 55. 82 MB
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This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community. Read this book to learn: • how to evaluate your manager’s investment expertise by being better informed • whether to keep your financial manager because of their investment skill or attention to your family • how to evaluate proposals from several financial managers

How To Give Financial Advice To Couples Essential Skills For Balancing High Net Worth Clients Needs

Author : Kathleen Burns Kingsbury
ISBN : 9780071819121
Genre : Business & Economics
File Size : 59. 10 MB
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DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of the death of their spouse--the main reason being that the advisor had failed to develop a trusting relationship with both partners. You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathleen Burns Kingsbury, a leading wealth psychology expert, shows you exactly how to develop these skills. How to Give Financial Advice to Couples teaches you how to avoid common traps like subtly siding with one member of the couple, failing to plan adequately with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator. A leading wealth psychology expert, Kathleen Burns Kingsbury reveals everything you need to know about the psychology of couples in order to serve them better. Along the way, she offers specific tips and techniques for managing the challenges inherent in advising traditional and nontraditional couples. Kingsbury reveals: The top myths about couples and money The five tenets of couple dynamics and how they unfold in your office Strategies for encouraging the nondominant partner to speak up in meetings Techniques for facilitating financial conversations and mediating differences Tips for empowering couples to raise financially intelligent children You'll learn how to develop and articulate your couple's philosophy to establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set you apart from the competition. This one-of-a-kind handbook is the key to unlocking the secrets to attracting and retaining high-net-worth couples now and after difficult life transitions. How to Give Financial Advice to Couples gives you the expert insight and proven tools for navigating the unique dynamics of two people planning for their financial future. "Why do 70 percent of widows fire their financial advisor upon the passing of their husbands? Kathleen Burns Kingsbury provides the answer. Providing financial advice to couples is a primary skill that has been overlooked in this profession for too long. Whether or not you hearken to Kathleen’s insights will have a profound impact on your business, for better or for worse, for richer or for poorer." -- Mitch Anthony, author of The New RetireMentality "A must-read text for financial advisors to help them build and grow their practices. Kingsbury's advice will transform the way you work with your coupled clients, making for more satisfying and prosperous advisory relationships." -- Eleanor Blayney, Consumer Advocate for CFP Board "There are four things we were all taught never to talk about: Sex, Politics, Religion, and Money. When it comes to money, the one place where these conversations MUST happen is in your office. That's why you need to read this book--for its insights into how you can help couples start talking about money!" -- Carl Richards, author of The Behavior Gap

Exceptional Wealth

Author : Mark Tepper
ISBN : 9781626344570
Genre : Business & Economics
File Size : 41. 55 MB
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Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.

Wealth Management

Author : S. Timothy Kochis
ISBN : 0808089498
Genre : Business & Economics
File Size : 52. 43 MB
Format : PDF
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Richard Cayne Estate Planning Family Savings Retirement

Author : Richard Cayne
ISBN : 9780578774169
Genre : Business & Economics
File Size : 59. 24 MB
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Richard Cayne of Meyer International is a respected financial expert who has helped high-net worth individuals around the world develop and protect their portfolios. He has shared many financial strategies, offering tips and explanations for readers online. This book is a compilation of the articles that focus on estate planning and on financial planning for families. In this edition, readers can learn about estate planning options as well as gain knowledge about family finances. We hope that you will find this book a useful and informative tool that will assist you in your personal estate planning and family portfolio strategies.

5 More Surprising Insights About High Networth Retirees

Author : Gene Offredi
ISBN : 1540899667
Genre :
File Size : 89. 75 MB
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Because high net worth individuals are frequently studied and written about, we think we know more than we do about them. We also assume that the more money, the more resources you have when you enter retirement, the better off you will be in retirement. Both of these assumptions are false.Business owners and other high net worth individuals are a diverse group. What's true for some isn't true for most. And wealth alone doesn't secure a comfortable retirement. Much more important may be the actions and ideas you'll read about in this article and throughout this short e-book.Some of the information here is available on my blog, but everything in this first article is new. My purpose is to encourage you to pursue the goals and dreams you have for your financial future by building upon what we know already about financial and investment success. I think you'll find many or all of the insights and information presented here new, surprising, and most importantly, beneficial.

Wealth

Author : Merrill Lynch
ISBN : 9780470675113
Genre : Business & Economics
File Size : 37. 79 MB
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In Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of HNWIs, as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research. Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them, Wealth is a complete guide to successful holistic wealth management. Comprehensive coverage includes: What you should aspire to achieve with your wealth management goals. New ways in which HNWIs should be thinking about planning for the future. How to get to the next level of wealth. Trends, similarities and differences in various regions around the world. Innovative approaches to asset allocation and alternative investments. The increasing role of philanthropy, the growing importance of inter-generational wealth transfer, and other emerging issues for HNWIs. In-depth interviews with prominent high-net-worth and ultra-high-net-worth individuals as well as advisors. Provocative thinking on where the future of the wealth management industry is going.

Black Belt Money Master S

Author : Angie Grainger
ISBN : 1491277424
Genre :
File Size : 79. 41 MB
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Angie identifies 12 common money problems that create the most tension and stress in your daily living. By first identifying the problem, then understanding its cause, your money concerns can be transformed with a quick, practical solution. Small changes can make a significant difference in the outcome.There's just no need to struggle and be stressed about money, when all it takes is a little courage and bravery to reach out to someone who can help. Learning to use money as a tool to transform your life is rewarding and liberating.

Tilting The Odds

Author : Mark Tepper
ISBN : 9781456633967
Genre : Business & Economics
File Size : 34. 55 MB
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From 1998 to 2018, people who managed their own investments yielded a paltry 1.9 percent return. Why do so many think they can strike investment gold but wind up with such disappointing results? In Tilting the Odds, Mark Tepper, CFP® and president and CEO of Strategic Wealth Partners, shows you how to avoid the pitfalls common to many do-it-yourself investors. You'll learn the investment edge process, which is rooted in a well-balanced risk-reward profile. Rather than strike it rich or make money fast, the goal of the investment edge process is to create long-term success. By following the investment edge process, you'll increase your ability to control your reactions to the ups and downs of the stock market. Instead of succumbing to the failures that lead to poor investment results, you'll learn to skillfully manage risk. If you're ready to improve the investment decisions that affect your financial life most, Tilting the Odds is your essential guide.

Rattiner S Financial Planner S Bible

Author : Jeffrey H. Rattiner
ISBN : 9780471426721
Genre : Business & Economics
File Size : 25. 82 MB
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"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.

Tax Strategies For High Net Worth Individuals

Author : Adil Mackwani
ISBN : 1734792620
Genre :
File Size : 60. 74 MB
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This book contains strategies to Save Money, Invest, and Reduce Taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing Life Insurance and many more. It is intended to help all incomes levels but in particular people of? High Net-worth such as Business Owners, Doctors,? and Lawyers. The book contains strategies that could help your overall Financial Plan after consulting with a fiduciary professional.

Set For Life

Author : John Svalina
ISBN : 1599304074
Genre : Self-Help
File Size : 53. 78 MB
Format : PDF, Kindle
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Tired of worrying about your future? No matter how successful you may be, worries about your long term financial well being can still keep you up at night. In fact, the more you achieve, the bigger those worries can become - but there is a better way. John Svalina walks you through the financial planning mine field, explaining what to watch out for as your wealth grows and what tools may help you achieve much more than you ever thought possible. In plain language, he shows how to take a disconnected jumble of financial accounts and concerns, and make a comprehensive plan that will give you that peace of mind we all seek. Whether it be charitable trusts, advanced tax or investment strategies, or planning for the major events in your life, there is no such thing as a 'set it and forget it' financial plan. Diligence is required on a constant basis and must change as the world and investment climate changes. Coordinating all the various aspects of the financial spectrum can seem overwhelming and if it is not balanced and integrated, you may be costing yourself not only money but the dreams you hold so dear. With almost two decades of experience in helping high net worth individuals achieve their financial dreams, John knows that the key to feeling more secure about your financial future is communication with someone who really understands your concerns. He will help you delve into the issues that keep you up at night and show you how to bring your entire family to an understanding of the best strategies for multi-generational wealth preservation and transition. About John John Svalina is an award winning financial professional with seventeen years of success providing high net worth business owners, professionals and retirees with ongoing wealth management planning, advice and service for all of their wealth management needs. Since 2002, John has served as Vice President and Portfolio Manager with the Hickey & Svalina Wealth Management Group at TD Waterhouse Canada Inc. The Hickey & Svalina Wealth Management Group is a seven time recipient of the TD Bank Financial Group MERIT and President's Club award managing over $400 million in investment capital. John focuses on creating a strong long term relationship with his clients and strives to ensure their financial dreams become reality. John was born in Sudbury Ontario where he currently resides with his wife Tina and his children Johnny & Anna.

Plan Your Financial Future

Author : Keith Fevurly
ISBN : 9781430260653
Genre : Business & Economics
File Size : 21. 28 MB
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Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future. Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, Plan Your Financial Future will give you the smart, commonsense advice you need to get your financial life in order. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a comprehensive, objective, and pertinent guidebook for readers of all income levels who want to grow their net worth on a steady and increasing basis. Covering all the financial bases you can reasonably expect to confront in your lifetime, like insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes. Filled with in-depth insight and invaluable financial planning advice, this unique guide explains how to: Insure yourself, your family, and your property against the possibility of significant loss; Invest in financial or real assets—or both; Practice effective tax planning and management techniques; Distribute your estate at death to your intended beneficiaries in a tax-efficient manner; And much more. With its no-nonsense, straightforward style and holistic view of the financial planning process, Plan Your Financial Future is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth.

The Handbook Of Personal Wealth Management

Author : Jonathan Reuvid
ISBN : 0749447435
Genre : Finance, Personal
File Size : 26. 62 MB
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This important guide, now fully updated for a second edition and once again endorsed by the Institute of Directors, has been written for high earners and wealthy individuals who are looking to maximise returns on their capital and protect their accumulated wealth. It offers authoritative and jargon-free advice to how to structure personal and business-related finances, as well as providing an accessible overview of current financial products. It includes details on strategies for sound wealth management, as well as offering a full examination of the available securities and financial products, including alternative investments and self-managed investments. It also reviews the more proactive alternatives of starting a business or becoming a business angel.

Collectible Investments For The High Net Worth Investor

Author : Stephen Satchell
ISBN : 9780080923055
Genre : Business & Economics
File Size : 74. 91 MB
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Many high net worth individuals are interested in diversifying their portfolios and investing in collectibles. A collectible is any physical asset that appreciates in value over time because it is rare or desired by many. Stamps, coins, fine art, antiques, books, and wine are examples of collectibles. Where does the financial advisor or investment manager for these high net worth individuals go to learn about these investments? There is no comprehensive resource from the financial standpoint--until now. Dr Stephen Satchell of Trinity College, Cambridge, has developed a book in which experts in various types of collectibles analyze the financial aspects of investing in these collectibles. Chapters address issues such as: liquidity challenges, tax ramifications, appreciation timelines, the challenge of forecasting and measuring appreciation, and the psychological component of collecting and the role of emotion in collectible investing. Key Features Feature: Contributors are experts in collectible investing from around the world Benefit: Gives financial advisors and wealth managers handy access to expert opinions to better advise clients interested in collectible investments Feature: Experts discuss the pros and cons of collectibles from an investment perspective in their area of expertise Benefit: One stop shopping, all expertise brought together in one volume, creating a handy reference guide Feature: Experts discuss art, stamps, coins, antiques, wine, from around the world in one global perspective Benefit: Wealth managers can gain information about a wide range of collectibles and learn about investing in these types with a global perspective

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