发帖
雷达卡
Kees Stoute
Manage and protect your wealth with the help of a private bank
Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class.
Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges.
• Understand the challenges wealth brings to money management
• Discover how private banks can help address specific concerns
• Learn the questions you should ask your private banker
• Make better financial decisions by having an expert in your corner
The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.
Table of Contents
Foreword v
Acknowledgments ix
About the Author xi
Part One Introduction 1
Chapter 1 Toward a Trusted and Value-Adding Private Banking Industry 3
Part Two Investments 19
Chapter 2 Why Should I Invest? 23
Chapter 3 An Investment Approach That Suits You 39
Chapter 4 Risks? What Risks? 51
Chapter 5 The Essence of Discipline 71
Chapter 6 Who Is Managing Your Assets? 87
Part Three Credit 99
Chapter 7 Loans—Pursuing Burdensome Opportunities 101
Part Four Life Insurance 129
Chapter 8 Life Insurance—A General Introduction 131
Chapter 9 The Rich Also Benefi t from Life Insurance 145
Chapter 10 Life Insurance—Common Considerations 155
Chapter 11 Life Insurance and Your Private Banker 165
Part Five Wealth Structuring 171
Chapter 12 What Is Wealth Structuring? 173
Chapter 13 Purposes of Wealth Structuring 179
Chapter 14 Wealth Structuring Tools and Vehicles 205
Chapter 15 Wealth Structuring—Common Considerations 213
Chapter 16 Wealth Structuring and Your Private Banker 225
Part Six Psychology of Wealth 233
Chapter 17 How Wealth Can Undermine Emotional Maturity 237
Chapter 18 Raising Wealthy Children—So Many Obstacles 245
Chapter 19 Raising Wealthy Children—The Need for Awareness 261
Chapter 20 Psychology and Your Private Banker 277
Epilogue 285
Appendix: Overview of Asset Classes and Financial Instruments 289
Index 335
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