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for="inputForename">Forename</label> <input id="inputForename" type="text" name="forename" class="form-control js-order-form-forename" maxlength="32" value=""> </div> <div class="form-group has-feedback"> <label for="inputSurname">Surname</label> <input id="inputSurname" type="text" name="surname" class="form-control js-order-form-surname" maxlength="32" value=""> </div> <div class="form-group has-feedback"> <label for="inputFirmName">Firm Name</label> <input id="inputFirmName" type="text" name="firm_name" class="form-control js-order-form-firm_name" maxlength="64" value=""> </div> <div class="form-group has-feedback"> <label for="inputJobTitle">Job Title</label> <input id="inputJobTitle" type="text" name="job_title" class="form-control js-order-form-job_title" maxlength="32" value=""> </div> <div class="form-group has-feedback"> <label for="inputDirectDeal">Direct Dial</label> <input id="inputDirectDeal" type="text" name="direct_deal" class="form-control js-order-form-direct_deal" maxlength="32" value=""> </div> <div class="form-group has-feedback"> <label for="inputEmail">Email address</label> <input id="inputEmail" type="email" name="email" class="form-control js-order-form-email" maxlength="254" value=""> <label class="checkbox-inline" style="margin-top:6px;"> <input type="checkbox" name="consent" class="js-order-form-consent"> Keep me updated with news and personalised offers </label> </div> <div class="form-group has-feedback"> <label for="inputAddressLine1">Address line 1</label> <input id="inputAddressLine1" type="text" name="address_line_1" class="form-control js-order-form-address_line_1" maxlength="64" value=""> </div> <div class="form-group has-feedback"> <label for="inputAddressLine2">Address line 2</label> <input id="inputAddressLine2" type="text" name="address_line_2" class="form-control js-order-form-address_line_2" maxlength="64" value=""> </div> <div class="form-group has-feedback"> <label for="inputAddressLine3">Address line 3</label> <input id="inputAddressLine3" type="text" name="address_line_3" class="form-control js-order-form-address_line_3" maxlength="64" value=""> </div> <div class="form-group has-feedback"> <label for="inputCity">City</label> <input id="inputCity" type="text" name="city" class="form-control js-order-form-city" maxlength="32" value=""> </div> <div class="form-group has-feedback"> <label for="inputRegion">Region</label> <input id="inputRegion" type="text" name="region" class="form-control js-order-form-region" maxlength="32" value=""> </div> <div class="form-group has-feedback"> <label for="inputPostalCode">Postal Code</label> <input id="inputPostalCode" type="text" name="postal_code" class="form-control js-order-form-postal_code" maxlength="16" value=""> </div> <div class="form-group has-feedback"> <label for="inputCountryId">Country</label> <select id="inputCountryId" name="country_id" class="form-control js-order-form-country_id"> <option value="">Select Country</option> <option value="1" >Afghanistan</option> <option value="2" >Albania</option> <option value="3" >Algeria</option> <option value="4" >American Samoa</option> <option value="5" >Andorra</option> <option value="6" >Angola</option> <option value="7" >Anguilla</option> <option value="8" >Antarctica</option> <option value="9" >Antigua and Barbuda</option> <option value="10" >Argentina</option> <option value="11" >Armenia</option> <option value="12" >Aruba</option> <option value="13" >Australia</option> <option value="14" >Austria</option> <option value="15" >Azerbaijan</option> <option value="16" >Bahamas</option> <option value="17" >Bahrain</option> <option value="18" >Bangladesh</option> <option value="19" >Barbados</option> <option value="20" >Belarus</option> <option value="21" >Belgium</option> <option value="22" >Belize</option> <option value="23" >Benin</option> <option value="24" >Bermuda</option> <option value="25" >Bhutan</option> <option value="26" >Bolivia</option> <option value="27" >Bosnia and Herzegovina</option> <option value="28" >Botswana</option> <option value="29" >Bouvet Island</option> <option value="30" >Brazil</option> <option value="31" >British Indian Ocean Territory</option> <option value="32" >Brunei Darussalam</option> <option value="33" >Bulgaria</option> <option value="34" >Burkina Faso</option> <option value="35" >Burundi</option> <option value="36" >Cambodia</option> <option value="37" >Cameroon</option> <option value="38" >Canada</option> <option value="39" >Cape Verde</option> <option value="40" >Cayman Islands</option> <option value="41" >Central African Republic</option> <option value="42" >Chad</option> <option value="43" >Chile</option> <option value="44" >China</option> <option value="45" >Christmas Island</option> <option value="46" >Cocos (Keeling) Islands</option> <option value="47" >Colombia</option> <option value="48" >Comoros</option> <option value="49" >Congo</option> <option value="50" >Cook Islands</option> <option value="51" >Costa Rica</option> <option value="52" >Croatia (Hrvatska)</option> <option value="53" >Cuba</option> <option value="54" >Cyprus</option> <option value="55" >Czech Republic</option> <option value="56" >Denmark</option> <option value="57" >Djibouti</option> <option value="58" >Dominica</option> <option value="59" >Dominican Republic</option> <option value="60" >East Timor</option> <option value="61" >Ecuador</option> <option value="62" >Egypt</option> <option value="63" >El Salvador</option> <option value="64" >Equatorial Guinea</option> <option value="65" >Eritrea</option> <option value="66" >Estonia</option> <option value="67" >Ethiopia</option> <option value="68" >Falkland Islands (Malvinas)</option> <option value="69" >Faroe Islands</option> <option value="70" >Fiji</option> <option value="71" >Finland</option> <option value="72" >France</option> <option value="73" >France, Metropolitan</option> <option value="74" >French Guiana</option> <option value="75" >French Polynesia</option> <option value="76" >French Southern Territories</option> <option value="77" >Gabon</option> <option value="78" >Gambia</option> <option value="79" >Georgia</option> <option value="80" >Germany</option> <option value="81" >Ghana</option> <option value="82" >Gibraltar</option> <option value="83" >Guernsey</option> <option value="84" >Greece</option> <option value="85" >Greenland</option> <option value="86" >Grenada</option> <option value="87" >Guadeloupe</option> <option value="88" >Guam</option> <option value="89" >Guatemala</option> <option value="90" >Guinea</option> <option value="91" >Guinea-Bissau</option> <option value="92" >Guyana</option> <option value="93" >Haiti</option> <option value="94" >Heard and Mc Donald Islands</option> <option value="95" >Honduras</option> <option value="96" >Hong Kong</option> <option value="97" >Hungary</option> <option value="98" >Iceland</option> <option value="99" >India</option> <option value="100" >Isle of Man</option> <option value="101" 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>Libyan Arab Jamahiriya</option> <option value="126" >Liechtenstein</option> <option value="127" >Lithuania</option> <option value="128" >Luxembourg</option> <option value="129" >Macau</option> <option value="130" >Macedonia</option> <option value="131" >Madagascar</option> <option value="132" >Malawi</option> <option value="133" >Malaysia</option> <option value="134" >Maldives</option> <option value="135" >Mali</option> <option value="136" >Malta</option> <option value="137" >Marshall Islands</option> <option value="138" >Martinique</option> <option value="139" >Mauritania</option> <option value="140" >Mauritius</option> <option value="141" >Mayotte</option> <option value="142" >Mexico</option> <option value="143" >Micronesia, Federated States of</option> <option value="144" >Moldova, Republic of</option> <option value="145" >Monaco</option> <option value="146" >Mongolia</option> <option value="147" >Montenegro</option> <option value="148" >Montserrat</option> <option value="149" >Morocco</option> <option value="150" >Mozambique</option> <option value="151" >Myanmar</option> <option value="152" >Namibia</option> <option value="153" >Nauru</option> <option value="154" >Nepal</option> <option value="155" >Netherlands</option> <option value="156" >Netherlands Antilles</option> <option value="157" >New Caledonia</option> <option value="158" >New Zealand</option> <option value="159" >Nicaragua</option> <option value="160" >Niger</option> <option value="161" >Nigeria</option> <option value="162" >Niue</option> <option value="163" >Norfolk Island</option> <option value="164" >Northern Mariana Islands</option> <option value="165" >Norway</option> <option value="166" >Oman</option> <option value="167" >Pakistan</option> <option value="168" >Palau</option> <option value="169" >Palestine</option> <option value="170" >Panama</option> <option value="171" >Papua New Guinea</option> <option value="172" >Paraguay</option> <option value="173" >Peru</option> <option value="174" >Philippines</option> <option value="175" >Pitcairn</option> <option value="176" >Poland</option> <option value="177" >Portugal</option> <option value="178" >Puerto Rico</option> <option value="179" >Qatar</option> <option value="180" >Reunion</option> <option value="181" >Romania</option> <option value="182" >Russian Federation</option> <option value="183" >Rwanda</option> <option value="184" >Saint Kitts and Nevis</option> <option value="185" >Saint Lucia</option> <option value="186" >Saint Vincent and the Grenadines</option> <option value="187" >Samoa</option> <option value="188" >San Marino</option> <option value="189" >Sao Tome and Principe</option> <option value="190" >Saudi Arabia</option> <option value="191" >Senegal</option> <option value="192" >Serbia</option> <option value="193" >Seychelles</option> <option value="194" >Sierra Leone</option> <option value="195" >Singapore</option> <option value="196" >Slovakia</option> <option value="197" >Slovenia</option> <option value="198" >Solomon Islands</option> <option value="199" >Somalia</option> <option value="200" >South Africa</option> <option value="201" >South Georgia South Sandwich Islands</option> <option value="202" >Spain</option> <option value="203" >Sri Lanka</option> <option value="204" >St. Helena</option> <option value="205" >St. Pierre and Miquelon</option> <option value="206" >Sudan</option> <option value="207" >Suriname</option> <option value="208" >Svalbard and Jan Mayen Islands</option> <option value="209" >Swaziland</option> <option value="210" >Sweden</option> <option value="211" >Switzerland</option> <option value="212" >Syrian Arab Republic</option> <option value="213" >Taiwan</option> <option value="214" >Tajikistan</option> <option value="215" >Tanzania, United Republic of</option> <option value="216" >Thailand</option> <option value="217" >Togo</option> <option value="218" >Tokelau</option> <option value="219" >Tonga</option> <option value="220" >Trinidad and Tobago</option> <option value="221" >Tunisia</option> <option value="222" >Turkey</option> <option value="223" >Turkmenistan</option> <option value="224" >Turks and Caicos Islands</option> <option value="225" >Tuvalu</option> <option value="226" >Uganda</option> <option value="227" >Ukraine</option> <option value="228" >United Arab Emirates</option> <option value="229" >United Kingdom</option> <option value="230" >United States</option> <option value="231" >United States minor outlying islands</option> <option value="232" >Uruguay</option> <option value="233" >Uzbekistan</option> <option value="234" >Vanuatu</option> <option value="235" >Vatican City State</option> <option value="236" >Venezuela</option> <option value="237" >Vietnam</option> <option value="238" >Virgin Islands (British)</option> <option value="239" >Virgin Islands (U.S.)</option> <option value="240" >Wallis and Futuna Islands</option> <option value="241" >Western Sahara</option> <option value="242" >Yemen</option> <option value="243" 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class="book-info-cell book-info-cell-img"> <a href="https://www.globelawandbusiness.com/books/advising-the-wealthy-client-a-handbook-for-working-with-the-ultra-wealthy/content" target="_blank" > <img src="https://www.globelawandbusiness.com/storage/images/books/1369-5df36cba1e1fb.jpg" alt=""> <div class="book-info-image-text-link"> Look inside<img src="https://www.globelawandbusiness.com/images/look-inside.png" alt="Look inside"> </div> </a> </div> <div class="book-info-cell book-info-cell-content"> <p> <strong>Consulting editor(s):</strong> Barbara R Hauser </p> <p> <strong>Publication date:</strong> Aug 2020 </p> <p> <strong>Format:</strong> <span class="js-item-format">Hardback</span> </p> <p> <strong>Pages:</strong> 229 </p> <p> <strong>Price:</strong> <span class="item-price"> 拢165.00 </span> </p> <p> <strong>ISBN:</strong> <span class="item-isbn"> 9781787423305 </span> </p> <p class="p-select-options"> <strong>Select format: </strong> </p> <div class="form-group btns-stack 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Client covers many of the crucial areas for advisors to know about and implement in their work. It is a welcome addition at a time when both family wealth and the world are becoming ever more complex. <p> <span class="review-author" style="color: #30cdd7;"> - James Grubman PhD</span>, <span class="review-author" style="color: #30cdd7;"> Family Wealth Consulting</span> </p> </div> </div> <div class="bottom-line" style="border-color: #30cdd7;"></div> <div class="book-text"> <p>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.</p> <p>This comprehensive handbook, featuring contributions by leading private client advisers, includes chapters on topics including:</p> <ul> <li>the importance of having a detailed, organised balance sheet;</li> <li>buying very substantial properties;</li> <li>choosing a country of residence;</li> <li>managing cross-border taxes;</li> <li>protecting assets from marital claims;</li> <li>understanding trust documents;</li> <li>creating a private trust company; and</li> <li>setting up a family office.</li> </ul> <p>In addition, this book explores risk and reputation management, addresses diminished capacity and provides the essential requirements of wealth infrastructure, the philanthropic framework and the future of global investing.</p> <p>Edited by Barbara Hauser, Editor of <em>The International Family Offices Journal</em> and the latest edition of <em>Family Offices: The STEP Handbook for Advisers</em>, this handbook will 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