Family Trusts

Family Trusts

Hardcover

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Product Details

ISBN-13: 9780471321156
Publisher: Wiley
Publication date: 06/28/1999
Series: Wiley Financial Advisor Series , #3
Pages: 365
Product dimensions: 6.32(w) x 9.39(h) x 1.33(d)

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.

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.

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