Financial Planning for High Net Worth Individuals
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Beschrijving
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Twenty expert financial advisers contribute 15 chapters on the art and science of effective wealth management. Coverage includes general principles, major applications--creation of a new insurance company, home security and qualified personal residence trusts, hedge funds, swaps, single stock concentration risk management, the family office--and special techniques, including nonqualified deferred compensation, supplemental executive retirement, and 401(k) mirror plans; private placement variable universal life; Section 529 education plans; private annuities; and long-term care. For multimillionaire investors and investors on the fast track to achieving greater wealth, and their advisers. Annotation ©2004 Book News, Inc., Portland, OR (booknews.com)
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Beschrijving
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Twenty expert financial advisers contribute 15 chapters on the art and science of effective wealth management. Coverage includes general principles, major applications--creation of a new insurance company, home security and qualified personal residence trusts, hedge funds, swaps, single stock concentration risk management, the family office--and special techniques, including nonqualified deferred compensation, supplemental executive retirement, and 401(k) mirror plans; private placement variable universal life; Section 529 education plans; private annuities; and long-term care. For multimillionaire investors and investors on the fast track to achieving greater wealth, and their advisers. Annotation ©2004 Book News, Inc., Portland, OR (booknews.com)
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