Trusts And Modern Wealth Management

Author : Richard C. Nolan
Publisher : Cambridge University Press
ISBN 13 : 1316762130
Total Pages : 609 pages
Book Rating : 4.34/5 ( download)

DOWNLOAD NOW!

Download or read book Trusts and Modern Wealth Management written by Richard C. Nolan and published by Cambridge University Press. This book was released on 2018-05-31 with total page 609 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trust law has grown and developed over recent years through the continued ingenuity of practitioners and the provision of innovative new trust laws by offshore jurisdictions. The wealth managed through the medium of trust law has also changed in recent years, as increasingly it has come from the newly rich of Asia. This brings distinctive issues to the fore: the role of settlors, family members and trusted advisors in trust administration; the position of trustees in relation to instructions coming from such persons; and an increased desire for confidentiality in trust administration and the settlement of trust disputes. This collection focuses on trusts which are deliberately created to manage wealth and the concomitant issues such trusts raise in other areas of law. Essays from leading members of the judiciary, practitioners and academics explore these developments and their implications for the users of trust law and for society in general.

Author : Richard C. Nolan
Publisher :
ISBN 13 : 9781009048781
Total Pages : 0 pages
Book Rating : 4.83/5 ( download)

DOWNLOAD NOW!

Download or read book Trusts and Private Wealth Management written by Richard C. Nolan and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: There has been insufficient literature focusing on the world-changing rise of Asian wealth. Private wealth in Asia is very substantial, with 33 per cent of the global population of high-net-worth individuals based in Asia. Yet, there is a dearth of legal analysis of Asian wealth, particularly by texts written in English. This collection aims to fill that gap, with chapters on legal issues in relation to Asian wealth transmission, investments in international real estate, familial disputes, family offices and private trust companies. A substantive section of this book also focuses on the changing legal context with chapters exploring trusts and cryptoassets, constructive trust, trustee's discretion and decision-making, changing regulatory environment and abuse of trust structures. This collection of essays on trusts and wealth management presents a focus on Asian wealth and the changing legal context, and follows the related publication, Trusts and Modern Wealth Management (Cambridge University Press, 2018).

Author : Bevis Longstreth
Publisher : Oxford University Press
ISBN 13 : 0195364694
Total Pages : 292 pages
Book Rating : 4.99/5 ( download)

DOWNLOAD NOW!

Download or read book Modern Investment Management and the Prudent Man Rule written by Bevis Longstreth and published by Oxford University Press. This book was released on 1987-01-08 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: In recent years the field of finance has exploded with innovation. New products, services and techniques abound. The risks of inflation, the volatility of interest rates, the deregulation of financial intermediaries and the unbundling of financial services have combined to present investment managers with challenges and opportunities far greater than in the past. For trustees and managers of pension, trust, endowment, and similar funds, the task of meeting the challenges and exploiting the opportunities is much more difficult. These fiduciaries must measure their investment decisions against constrained interpretations of a legal standard--the prudent man rule--that have caused it to lag far behind changes in investment theory and the marketplace. Drawing on financial history, a major opinion survey of institutional investors, and comprehensive reviews of the law and of the lessons of modern portfolio theory for prudence, this book presents a powerful case that the prudent man rule as elaborated in legal treatises and much of the case law would virtually compel a fiduciary to act imprudently in terms of financial theory and marketplace reality. In proposing a modern paradigm of investment prudence, the book uses illustrations drawn from such traditionally suspect categories of investment fiduciaries as securities lending, real estate, venture capital, options and futures and repurchaser agreements. An unusual examination of the interaction of the worlds of law and finance, this work will be of interest to fiduciaries who are subject to some from of prudent man rule and all others, including judges, lawyers and investment managers, who are called upon to interpret and apply that legal standard.

Author : Dr. Alfred Tennison
Publisher : Dr. Alfred L. Tennison
ISBN 13 :
Total Pages : 37 pages
Book Rating : 4./5 ( download)

DOWNLOAD NOW!

Download or read book The Trust Wealth Blueprint written by Dr. Alfred Tennison and published by Dr. Alfred L. Tennison . This book was released on 2024-04-30 with total page 37 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book offers a comprehensive exploration of Spendthrift Trusts, tracing their origins from 16th-century England to their crucial role in modern estate planning and asset protection. It stands out for its thorough analysis and accessible approach, demystifying complex legal and financial concepts through real-world scenarios and historical context. With valuable appendices including a glossary, historical documents, legal frameworks, and a case law index, the book equips readers with a deep understanding of trust law. Looking ahead, it addresses the evolving landscape of asset protection, making it essential reading for professionals and individuals alike interested in safeguarding their wealth. The author emphasizes that this guide is more than theoretical; it's a practical roadmap for wealth security and legacy building in today’s dynamic world.

Author : Rob Rikoon
Publisher : John Wiley & Sons
ISBN 13 : 9780471321156
Total Pages : 392 pages
Book Rating : 4.5X/5 ( download)

DOWNLOAD NOW!

Download or read book Managing Family Trusts written by Rob Rikoon and published by John Wiley & Sons. This book was released on 1999-07-12 with total page 392 pages. Available in PDF, EPUB and Kindle. Book excerpt: Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.

Author : Mark Haynes Daniell
Publisher : World Scientific
ISBN 13 : 9811265917
Total Pages : 530 pages
Book Rating : 4.14/5 ( download)

DOWNLOAD NOW!

Download or read book Family Wealth Management: Seven Imperatives For Successful Investing written by Mark Haynes Daniell and published by World Scientific. This book was released on 2023-07-26 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt: The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.

Author : Richard C. Nolan
Publisher : Cambridge University Press
ISBN 13 : 1107170494
Total Pages : 609 pages
Book Rating : 4.90/5 ( download)

DOWNLOAD NOW!

Download or read book Trusts and Modern Wealth Management written by Richard C. Nolan and published by Cambridge University Press. This book was released on 2018-05-31 with total page 609 pages. Available in PDF, EPUB and Kindle. Book excerpt: New essays by leading figures from the judiciary, practicing lawyers and academics illuminating the worlds of trusts and wealth management.

Author : Jonathan Garton
Publisher : Cambridge University Press
ISBN 13 : 1316381331
Total Pages : 1181 pages
Book Rating : 4.35/5 ( download)

DOWNLOAD NOW!

Download or read book Moffat's Trusts Law written by Jonathan Garton and published by Cambridge University Press. This book was released on 2015-08-13 with total page 1181 pages. Available in PDF, EPUB and Kindle. Book excerpt: This latest edition of Moffat's Trusts Law has been fully revised and updated to cover recent statutory developments and explores the impact of a wealth of new cases including the Supreme Court decisions in Pitt v. Holt (2013), FHR European Ventures v. Cedar Capital Partners (2014) and Williams v. Central Bank of Nigeria (2014). It has been restructured to incorporate a new chapter on the internationalisation of the trust which provides an understanding of the new directions being taken in the areas of trust law and equitable remedies. Supplementary material includes an online chapter on occupational pension schemes. With suggestions for further reading guiding the student to contemporary debates, this leading textbook retains its hallmark combination of a contextualized approach and a commercial focus, and remains the serious student's textbook of choice.

Author : Jeffrey Schoenblum
Publisher : CCH Incorporated
ISBN 13 : 9780808025986
Total Pages : 0 pages
Book Rating : 4.88/5 ( download)

DOWNLOAD NOW!

Download or read book Multistate Guide to Trusts and Trust Administration, 2012 Edition (W/CD) written by Jeffrey Schoenblum and published by CCH Incorporated. This book was released on 2011-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: It is a multistate guide that covers how to set up and administer trusts in all fifty states. It enables the practitioner to keep abreast of the increasingly complex state rules that govern the establishment, maintenance and taxation of trusts and is of interest to the accountant and financial planner who makes provisions for his client's wealth management. The book deals with the individual state rules for the creation of a trust, for appointing a trustee (including the qualifications that the trustee must have and the fiduciary duties that the trustee will owe to the grantor and the beneficiaries). This publication also discusses the accounting aspects of maintaining a trust from the state point of view, including creditor's rights in a trust, the different distribution standards in trust agreements, the effect of the Uniform Principal and Income Act (as adopted by each individual state), investment standards and total return trusts.

Author : S. Timothy Kochis
Publisher : CCH
ISBN 13 : 9780808089490
Total Pages : 400 pages
Book Rating : 4.98/5 ( download)

DOWNLOAD NOW!

Download or read book Wealth Management written by S. Timothy Kochis and published by CCH. This book was released on 2006-10 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: