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Home > Business and Economics > Finance and accounting > Finance and the finance industry > Investment and securities > Managing Family Trusts: Taking Control of Inherited Wealth
Managing Family Trusts: Taking Control of Inherited Wealth

Managing Family Trusts: Taking Control of Inherited Wealth


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About the Book

/IManaging Family Trusts/N 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. /IManaging Family Trusts/N 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.

Table of Contents:
THE TRUST WORLD. Crisis/Opportunity. Deregulation. Expectations and Returns. THE ART OF TRUST. Trust Technology. The New Paradigm: Building Trust. What's Compassion Got to Do with It? Trust Terminology. The Psychology of Inherited Wealth. The Right Stuff. THE TRUST BUSINESS: HOW BUSINESS IS DONE NOW. The Trust World. Trust Mismatches: When the Thrill Is Gone. Why Beneficiaries Don't Move Their Trusts. Matching Beneficiaries with the Right Trustee. TRUST BUSTING. Evaluating the Current Trustee. Building a Case. Trust Busting Made Easy. TRUSTWORTHY ADVISORS. Is the Trust Business Appropriate for an Advisor? Marketing Trust Services. Delivering the Goods. The Trustee Connection. TAKING CONTROL OF YOUR INHERITED WEALTH. Knowing Your Financial Self. Opening the Door to Change. If It's Working... Keys to the Future. Appendix. Index.

About the Author :
ROBERT A. RIKOON is a registered investment advisor and President of Rikoon Investment Advisors, an investment advisory firm in Santa Fe, New Mexico. He specializes in advising trust beneficiaries and financial professionals on how to regain control over and successfully manage family assets in irrevocable trusts. LARRY WASCHKA is a registered investment advisor and President of Waschka Capital Investments, an investment advisory firm in Little Rock, Arkansas.


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Product Details
  • ISBN-13: 9780471321156
  • Publisher: John Wiley and Sons Ltd
  • Publisher Imprint: John Wiley & Sons Inc
  • Height: 238 mm
  • Returnable: N
  • Sub Title: Taking Control of Inherited Wealth
  • Width: 160 mm
  • ISBN-10: 047132115X
  • Publisher Date: 12 Jul 1999
  • Binding: Hardback
  • Language: English
  • Spine Width: 33 mm
  • Weight: 699 gr


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