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1731987 Rikoon, Robert A.:
Managing Family Trusts
Taking Control of Inherited Wealth
Preis:   € 57,90

Reihe: The Wiley Financial Advisor Series, Einband: Gb
Auflage: 1. Auflage
Verlag: John Wiley & Sons New York
Erscheinungsdatum: 7/1999
Seiten: 366 S.

ISBN-10: 0-471-32115-X   
ISBN-13: 978-0-471-32115-6


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Beschreibung
/IManaging Family Trusts/N is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. /IManaging Family Trusts/N provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.
Inhalt
THE TRUST WORLD.
Crisis/Opportunity.
Deregulation.
Expectations and Returns.
THE ART OF TRUST.
Trust Technology.
The New Paradigm: Building Trust.
What's Compassion Got to Do with It?
Trust Terminology.
The Psychology of Inherited Wealth.
The Right Stuff.
THE TRUST BUSINESS: HOW BUSINESS IS DONE NOW.
The Trust World.
Trust Mismatches: When the Thrill Is Gone.
Why Beneficiaries Don't Move Their Trusts.
Matching Beneficiaries with the Right Trustee.
TRUST BUSTING.
Evaluating the Current Trustee.
Building a Case.
Trust Busting Made Easy.
TRUSTWORTHY ADVISORS.
Is the Trust Business Appropriate for an Advisor?
Marketing Trust Services.
Delivering the Goods.
The Trustee Connection.
TAKING CONTROL OF YOUR INHERITED WEALTH.
Knowing Your Financial Self.
Opening the Door to Change.
If It's Working...
Keys to the Future.
Appendix.
Index.
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