Glossary

Chapters in this book

1. Frontmatter i
2. Contents ix
3. Foreword xvii
4. Acknowledgments xxi
5. Disclaimer xxiii
6. Introduction xxv
7. Section One. Formation
8. Chapter One. Types 7
9. Chapter Two. Services 20
10. Chapter Three. Leadership and Staffing 32
11. Section Two. Services
12. Chapter Four Finance 57
13. Chapter Five. Lifestyle 84
14. Chapter Six. Investments 116
15. Chapter Seven. Risk Management 155
16. Chapter Eight. Philanthropy 196
17. Chapter Nine. Next Generation 217
18. Section Three. Governance
19. Chapter Ten. Communications and Planning 233
20. Chapter Eleven. Structures 247
21. Chapter Twelve. Succession and Leadership Insights 277
22. Section Four. Industry Data and Resources
23. Chapter Thirteen. The Numbers 291
24. Conclusion 309
25. Appendix 311
26. Glossary 315
27. Notes 319
28. Index 325