Books » Author » Philip Marcovici
By Marcovici, Philip
The book begins with stories where wealth has destroyed families. It examines the psychology of wealth, focusing on how wealth affects different members of the family. The book examines the global taxation regimes, including those of tax havens, the changes to bank secrecy laws, ...the needs of wealth owners, including contentious areas such as protecting assets from divorce and political risk. The tools used in wealth planning, including trusts, foundations, companies, partnerships and insurance products are covered in full. The many conflicts of interest existing in the wealth management industry are examined in detail along with a suggestion of the checks and balances required in order to ensure that wealth owners' interests are protected. The book concludes with an overview on 'how to get it right'.Read more
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