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Greg Curtis’s new book, Advising the Ultra-Wealthy

Advising the Ultra-Wealthy, written for financial advisors and other professionals, is the definitive book on how to advise the world’s wealthiest families successfully. This is Greg’s ninth book and fourth investment book. The book is a guide for advisors and professionals who aspire to work with ultra-wealthy families, and it can also serve as a resource to family offices and families on what to expect from their advisors. This handbook explores complex tax issues, the everchanging world of trusts, and a myriad of issues that are critical to families including family dynamics and human capital.

Advising the Ultra-Wealthy »