第一章 为什么富过三代这么难
第一节 富有阶层,跌落的原因······················································3
第二节 富过三代,艰难的挑战······················································8
第三节 财富平分,错误的选择·····················································13
第四节 认知局限,失败的根本·····················································15
第二章 财富管理是在管什么
第一节 重新定义财富管理···························································25
第二节 管理流动性:财富不流动不增值··········································32
第三节 管理风险:富贵险中求·····················································34
第四节 富人的财富管理逻辑························································38
第五节 财富管理的系统化···························································42
第三章 企业财产合规化
第一节 家企隔离:守护家族财富安全············································50
第二节 担保、对赌与代持:穿透的不只是财富·································61
第三节 家族债务风险隔离策略·····················································72
第四节 刑事责任风险:企业主的成功陷阱·······································78
第四章 合规财产私有化
第一节 什么是财富管理中的财富私有化··········································92
第二节 企业财富私有化的实现路径···············································93
第三节 企业上市,财富落袋为安················································ 105
第四节 个税,不可跨越的必经之门··············································114
第五章 私有财产系统化
第一节 资产配置的相关概念、作用及结构····································· 120
第二节 保险在资产配置中的规划与意义········································ 142
第三节 系统化管理,需要重视婚姻风险与防范······························· 156
第四节 财富全球化,需要考量全球身份规划·································· 174
第五节 税务合规与筹划,财富安全私有化的根本···························· 182
第六节 家族办公室的选择与设立················································ 200
第六章 系统财产传承化
第一节 财富传承没有机会再重来················································ 220
第二节 家族财产继承分析························································· 230
第三节 不同司法环境下的家族信托············································· 253
第四节 家族慈善基金的运营与管理············································· 285
第五节 家族传承与家族宪章······················································ 299
第七章 选对财富管理从业者
第一节 要特别小心只谈优势与低价竞争的从业者···························· 321
第二节 真正的专业人士会从客户的角度去规划······························· 325
第三节 高知名度不等于高质量服务············································· 326
第四节 选择“三有”专业人士··················································· 328
第五节 如何评估职业道德························································· 331
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