Designed exclusively for professional financial advisers to multi-millionaire clients, Planning For The Affluent gathers in one convenient resource cutting edge wealth management ideas and wealth preservation strategies that you can recommend and employ with confidence. In 17 self-contained chapters, you'll hear from a stellar lineup of contributing experts including CIBC Oppenheimer's Martha Staniford, Sand Spring Advisors, Inc. Barclay Leib's, Prudential Financial's Charlie Morgan to name just a few. We've gathered these experts to share with you their new, proven strategies and most successful 'tried and true' techniques. Discover the new financial approaches your high-end clients seek. Recommend proven performers. Explore financial products outside your jurisdiction. Employ the latest techniques to minimize tax liabilities.
You'll find the 'out of the box' ideas your clients want in Planning For The Affluent. Each chapter offers a thoughtful, in-depth and fresh perspective on important concepts like these: Family wealth management: You'll learn how to use a family foundation, how to structure wills and trusts so as not to create a golden parachute for future generations, and more. Charitable giving: Explores the full range of charitable gifting techniques including CRATS, CRUTS, CLTS, outright gifts, and many others. Multi-generational planning: Helps you understand and take full advantage of the benefits of generational skipping transfers, dynasty IRAs, and trusts. Insurance planning: Presents advanced strategies such as offshore annuity wrap, deferred variable life insurance, and equity swaps. Selling the Business: Offers numerous exit and retirement strategies For The entrepreneur And The financial planning process. Offshore Trusts: Explains why investors seek to go offshore, and when it makes sense. Examines the control issues, jurisdictional issues, and issues for multi-jurisdictional families to consider, and more.
Details some attractive offshore products that are available to U.S. investors. Split Dollar: Explains how equity split dollar arrangements work, illustrates proper estate planning using life insurance, and brings you current with the changes to taxation of these programs. Discover cutting edge investment products! What's more, Planning For The Affluent provides full details on the sophisticated financial products and strategies now available to high net worth individuals and families including: Hedging and monetization strategies Fund of funds Offshore products Derivative tools: options, swaps, and forwards Exchange funds Private Placement Variable Universal Life Insurance (PPVUL) and more!.