首页 > 2023新书 >
管好你的钱
管好你的钱
管好你的钱
作者:武秋萍
格式:EPUB/MOBI/AZW3
时间:2024-05-04
豆瓣评分:
内容简介

  《管好你的钱》内容简介

  过去40年里,中国大部分家庭都积累了一定的财富。但只有少数高净值人士会对自己的财富传承进行规划,大部分人还处于意识萌芽阶段。

  但是,财富管理和传承规划并不是高净值人群的专利。当个体在创造财富的同时,就应该以守富、传富为目的进行规划和安排。

  本书剖析了家庭中常见的财富传承风险,详细介绍了7种财富管理与传承工具,包括赠与、遗嘱、寿险、保险金信托、家族信托、家族办公室与家族基金会,并结合丰富的案例对《民法典》中的相关条款进行了通俗易懂的解读。针对不同人群进行了传承需求和相关风险分析,帮助读者扫清财富传承方面的盲区和错误认知,建立长期、科学的财富思维,提前做好财富管理和传承规划,为个人及家庭财富保驾护航。

  作者简介

  武秋萍

  柏泰保险经纪高客负责人|家办合伙人

  上海哲硕企业咨询中心总经理

  中国新供给经济学50人论坛特邀研究员

  保险公司|信托公司|律所讲师

  中国民主建国会会员

  上海市侨商联合会会员

  创业10年,为高净值人士服务8年。关注生活和工作的平衡,追寻人生与家庭的意义。坚持长期主义,懂高净值人士需求。拥有100多次企业、高净值人士的咨询和落地经历,亦为数名首席经济学家提供解决方案。




Keep Your Money in Check

Over the past 40 years, most Chinese families have accumulated some wealth. But only a minority of HNWIs plan for their wealth succession, and most are still in the infancy stages of awareness.

However, wealth management and succession planning are not exclusive to high net worth individuals. When individuals create wealth at the same time, they should plan and arrange for the purpose of keeping and passing on wealth.

This book analyzes the common wealth inheritance risks in families, introduces seven wealth management and inheritance tools in detail, including gift, will, life insurance, insurance trust, family trust, family office and family foundation, and provides an easy-to-understand interpretation of relevant provisions in the Civil Code with a wealth of cases. This paper analyzes the inheritance needs and related risks of different groups of people to help readers clear the blind spots and wrong perceptions in wealth inheritance, establish long-term and scientific wealth thinking, make wealth management and inheritance planning in advance, and protect personal and family wealth.

About the author

Wu Qiuping

Botai insurance broker Gawker head | home office partner

Shanghai Zheshuo enterprise consulting center general manager

Invited researcher of China's New Supply-side Economics 50 Forum

Insurance company | trust company | law firm lecturer

Member of China Democratic National Construction Association

Member of Shanghai Federation of Overseas Chinese Businessmen

Founded 10 years, serving high net worth individuals for 8 years. Focus on the balance between life and work, and seek the meaning of life and family. Adhere to long-term philosophy and understand the needs of high net worth individuals. He has more than 100 consulting and landing experiences with enterprises and high net worth individuals, and has also provided solutions to several chief economists.

标签
声明:本站旨在推荐书籍,且所有资源均来源自网络,不得用于商业用途,如需要,请购买正版书籍。
文件名称:管好你的钱
相关推荐
塑造生命的4大物理原理
塑造生命的4大物理原理
拉古维尔·帕塔萨拉蒂
内向者的社交法则
内向者的社交法则
凯伦·维克尔
走出原生家庭创伤
走出原生家庭创伤
朵拉陈
遇见我的前世今生
遇见我的前世今生
高原
反套路经济学:为什么常识会撒谎?
反套路经济学:为什么常识会撒谎?
史蒂夫·兰兹伯格
老家味道-山东卷
老家味道-山东卷
陈欣然
老家味道-京津冀卷
老家味道-京津冀卷
朱丹
老家味道-河南卷
老家味道-河南卷
李晶
行为传染效应
行为传染效应
罗伯特·弗兰克
安娜的档案官网地址,镜像网站汇总
安娜的档案官网地址,镜像网站汇总
小编
安娜的档案镜像网址,打不开怎么办
安娜的档案镜像网址,打不开怎么办
小编
盗梦空间
盗梦空间
克里斯托弗·诺兰

本站声明
本站所有资源搜集于互联网,所提供的下载链接也是站外链接,网站本身不存储任何相关资源文件,如资源下载链接侵犯到版权方,请联系邮箱:zikangtd@163.com,站长事后会在第一时间移除,谢谢~