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.
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).
Features of offshore trust practices in the area of private client and wealth management may eventually drift ... REFORMS As chapters in this collection show,17 the sophistication18 of modern trusts can involve considerable complexity.
An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with conviction Deploy both neo-classical and behavioral ...
Edward Wolff, “The Asset Price Meltdown and the Wealth of the Middle Class,” paper presented at the annual meeting of the Association for Public Policy Analysis and Management, Baltimore, MD, November 10, 2012.
Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year.
This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients.
Meagher, Gummow and Lehane, 1st edn Meagher, Gummow and Lehane, 5th edn (M. [year]) Milsom, Historical Foundations ... George Treby note Oxford Dictionary of Biography (2004) J. Baker, The Oxford History of the Laws of England Volume VI ...
Frankfurter, George M., and Herbert E. Phillips. 1994. “A Brief History of MPT: From a Normative Model to Event Studies.” Journal of Investing (Winter): 18–23. Gibson, Roger. 2007. Asset Allocation, 4th edition. New York: Irwin.
Drawing on existing research and interviews with leading advisors at the top of their game, this book brings together the tools and techniques you can use to confidently and ethically operate in this arena.
This work provides the investing public, real estate practitioners, regulators and real estate and finance academics with up-to-date information on what modern scholarly research tells us about Real Estate Investment Trusts (REITs).