Help, I'm Rich!

Content: Help, I\'m Rich! Your Compass to a Value-Adding Private Banking Experience
 Contents
 Foreword
 Disillusioned
 Adding Value
 Acknowledgments
 About the Author
 Part One Introduction
 Chapter 1 Toward a Trusted and Value-Adding Private Banking Industry
 Shaken Confidence
 Building Trust and Confidence
 Deterrence-Based Trust
 Knowledge-Based Trust
 Identity-Based Trust
 Why This Book?
 Part One Conclusion
 Part Two Investments
 Chapter 2 Why Should I Invest?
 The Risks of Staying in Cash
 Inflation
 Spending
 Taxes
 Foreign Exchange
 What Does This Mean?
 Conclusion. Chapter 3 An Investment Approach That Suits YouThe First Meeting
 Investment Goals and Objectives
 Total Wealth and (Future) Income
 Family Situation/Stage of Life
 Investment Knowledge and Experience
 Risk Tolerance
 Ability to Take Risk
 Investment Time Horizon
 Liquidity and Cash Requirements
 The Risk-Return Profile
 Conclusion
 Chapter 4 Risks? What Risks?
 Common Investment Risks
 Risk Management Strategies
 Risk-Return Profiling
 Formulation of a Macroeconomic and Geopolitical View
 Company Research
 Hedging
 Diversification
 Use of Risk-Indicating Formulas
 Volatility
 Conclusion. Chapter 5 The Essence of DisciplineInvestment Rules and Principles
 Products/Instruments
 Asset Allocation
 Investment Style
 Rebalancing
 Benchmark
 Investment Constraints and Restrictions
 Stop-Loss
 Take Profit
 Currency Hedge
 Liquidity Expectation
 Shorting
 Conclusion
 Chapter 6 Who Is Managing Your Assets?
 Level of Personal Involvement
 Wealth Manager Selection
 Conclusion
 Part Two Conclusion
 Part Three Credit
 Chapter 7 Loans-Pursuing Burdensome Opportunities
 The Rationale for Borrowing-General
 The Rationale for Borrowing-The Rich
 Leveraged Portfolio
 Speculation
 Mortgage. Life Insurance Premium FinancingSingle-Share Financing
 Specialty Financing
 Business Expansion
 Risks of Borrowing
 Magnifying Losses
 Loss of Income
 Increasing Interest Rates
 Rules of the Credit Game
 Reference to Regulatory Guidelines
 The Credit Application and Documentation Process
 Calculation and Monitoring of Collateral
 Measure to Correct Shortfalls
 Conclusion
 Part Three Conclusion
 Part Four Life Insurance
 Chapter 8 Life Insurance-A General Introduction
 General Applications of Life Insurance
 Provide for Dependents
 Provide for Retirement
 Tax Relief
 Types of Life Insurance. Term Life InsuranceEndowment Life Insurance
 Pension Life Insurance
 Cash Value or Permanent Life Insurance
 Insurance Wrappers
 Conclusion
 Chapter 9 The Rich Also Benefit from Life Insurance
 The Rich Person\'s Rationales for Life Insurance
 Tax Planning
 Debt Management
 Equalizing an Estate
 Funding Business Buyout Agreements
 Key Employee
 Charity
 Maximizing Available Funds
 Multigenerational Planning
 Offshore Ambitions
 Creditor Protection
 Wealth Structuring
 Conclusion
 Chapter 10 Life Insurance-Common Considerations
 Some Life Insurance Considerations.