Trusts and Estate Planning
Every family should have a will, of course, and even smaller families may have a trust or two. But ultra-wealthy families will have estate and tax plans that are vastly complex. It’s not at all unusual, for example, to encounter an ultra-wealthy family th
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THE ULTRAP R AC T I T I O N E R S
WEALTHY GR E G ORY C U RT IS
Advising the Ultra-Wealthy
Gregory Curtis
Advising the Ultra-Wealthy A Guide for Practitioners
Gregory Curtis Greycourt & Co., Inc. Pittsburgh, PA, USA
ISBN 978-3-030-57604-2 ISBN 978-3-030-57605-9 (eBook) https://doi.org/10.1007/978-3-030-57605-9 © The Editor(s) (if applicable) and The Author(s), under exclusive licence to Springer Nature Switzerland AG 2020 This work is subject to copyright. All rights are solely and exclusively licensed by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use. The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, expressed or implied, with respect to the material contained herein or for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictional claims in published maps and institutional affiliations. Cover credit image: MP_P This Palgrave Macmillan imprint is published by the registered company Springer Nature Switzerland AG. The registered company address is: Gewerbestrasse 11, 6330 Cham, Switzerland
Preface
After serving for many years as head of a family office for “America’s Richest Family,”1 I launched Greycourt & Co., Inc. That was back in 1986, and at the time Greycourt was one of the first independent firms working with ultra- wealthy families. Today, Greycourt continues to be among a small handful of premier independent firms in the ultra-high net worth space, advising ultra- wealthy families in the US, Canada, Latin America, and Europe. Over the nearly 35 years since Greycourt’s founding, I have learned a very great deal about what is required to launch and build a firm serving ultra- wealthy families and to survive and prosper in what is an intensely competitive field. The point of this book is to pass that learning along to other advisors who may be interested in working with the ultra-wealthy. Every year I talk with many financial advisors who have been successful working with “smaller” families, typically “mass affluent” families with perhaps one or two clients in the $20 million or so range. And, indeed, for advisors who wish to work with very wealthy families, the first requirement is to have demonstrated success working with less wea
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