CLASS # 11 QUESTIONS GLOBAL WEALTH STRUCTURING, ART ADVISORY, AND OTHER SERVICES

CLASS 11 - number of valuable paintings hanging on the living room’s walls How would you address this situation 9-What are some of the art

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GLOBAL WEALTH STRUCTURING, ART ADVISORY, AND OTHER  SERVICES. QUESTIONS 1- What is the general structure of a trust? 2- What are some of the choices when selecting a trustee? 3- What is the basic difference between a Revocable Trust and an Irrevocable Trust?       4-  Describe the function of a private investment company in wealth             structuring. 5- How can a private investment company be used in connection with a trust? 6- What are the basic insurance policies generally used in private banking? 7- How could a whole life insurance policy be used to enhance the effectiveness of a  trust?      8-   During dinner at the home of one of one your clients, you observe a 
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Unformatted text preview: number of valuable paintings hanging on the living room’s walls. How would you address this situation? 9-What are some of the art advisory related services? 10- A client with a large and valuable are collection is contemplating a significant investment in the “booming” U.S. real estate market. Is this a marketing opportunity? Why yes or why not? 11- You just learned that one of your clients, who manage his investments with the private bank via a combination of a private investment company and a trust, also has a valuable Latin American art collection in his home country. How would you proceed?...
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This note was uploaded on 03/05/2011 for the course FIN 4663 taught by Professor Martinez during the Fall '10 term at FIU.

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CLASS 11 - number of valuable paintings hanging on the living room’s walls How would you address this situation 9-What are some of the art

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