Help, I m Rich!: Your Compass to a Value-Adding Private Banking Experience

Index

• Advisory portfolio
• Alazraki, Gary
• Alpha
• Analysis:
  • fundamental
  • technical
• Asset manager:
  • private banker as
• Assets. See also Banking, offshore; Death; Will
  • allocation of
  • for charity
  • discipline and
  • geographical
  • industry allocation
  • level of personal involvement in
  • overdiversification
  • over time
  • protection of
  • rebalancing
  • strategic and tactical asset class allocation
  • types of
  • wealth manager selection

• Bailouts
• Banking:
  • areas of expertise in
  • bailouts
  • bonuses in
  • building trust and confidence in
  • confidentiality of
  • fraud in
  • life insurance and
  • offshore
  • private
  • regulators of
  • trusted and value-added
• Bankruptcy
• Behavioral finance
• Benchmark
• Beta
• Blascovich, Jim
• Bonds
  • convertible
  • interest on
  • portfolio
  • ratings for
  • rationale for use
  • risks of
  • secured versus unsecured
  • U.S. Treasury
• Borrowing. See Credit; Loans
• Business:
  • continuity after death
  • controlling shareholder of
  • expansion loans for
  • funding buyout agreements
  • life insurance of key employee
  • risk
  • structuring of
• Buyouts:
  • funding agreements for
  • leveraged

• Carrey, Jim
• Cash:
  • effect over time
  • foreign exchange and
  • inflation and
  • interest income and
  • liquidity and cash requirements for investment
  • purchasing power of
  • risks of
  • spending
  • taxes and
• Cash value life insurance
• Charitable remainder trust
• Charity. See also Philanthropy
  • estate and
  • selection of
  • type of assets for
  • use of funds for intended purposes
• Children:
  • achievements of
  • boundaries of
  • challenges of wealthy
  • choices and
  • confusing causalities of
  • discipline ...