私人财富管理工具实战详解 陈希9787550444386

Brand: 西南财经大学出版社 Sold By: EM China
$24.50 In Stock
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June2025
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June2025
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私人财富管理工具实战详解 陈希9787550444386

私人财富管理工具实战详解 陈希9787550444386

$24.50

Product Details

 

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任何问题以联系店铺在线客服为准。

 

标题、详情出版时间等有误差

.

具体出版信息以咨询在线客服为准

 

商品详情

?

?

目录

第一篇? 人身保险（17讲）

第二篇? 家族信托（17讲）

第三篇? 保险金信托（2讲）

第四篇? 家族慈善（4讲）

第五篇? 协议和遗嘱（5讲）

第六篇? 私人财富管理工具在财富安全与财富传承中的

综合运用 （5讲）

第七篇? 常用规范性文件清单

?

内容介绍

? ? ??私人财富风险主要分为三大类：家庭风险、企业风险、税务风险，其中，家庭风险主要是夫妻共同财产风险、离婚风险、传承风险；企业风险主要是企债家偿风险、职业经理人风险、企业接班人风险；税务风险主要是国内税务风险、跨境（移民）税务风险。与风险相对应，私人财富管理的运用工具主要包括：人身保险、家族信托、保险金信托、慈善信托、基金会、协议、遗嘱、遗赠等。

? ? ? ? 本书落脚在私人财富管理工具，作者根据其多年在私人财富行业的实操经验，向读者讲解如何去理解、运用各种私人财富管理工具。本书分七篇共50讲，前五篇为私人财富管理工具的基础知识，共45讲，其中，第一篇为人身保险（17讲）、第二篇为家族信托（17讲）、第三篇为保险金信托（2讲）、第四篇为家族慈善（4讲）、第五篇为协议和遗嘱（5讲）；第六篇为私人财富管理工具在财富安全与财富传承中的综合运用，共5讲，主要分析企业家在财富安全与财富传承中的风险和解决方法；第七篇为常用规范性文件清单，主要是把经常运用的有关私人财富管理业务的我国规范性文件予以梳理归类并列举出来，这样，读者在需要查找相关规范性文件时，自行检索查阅即可。

?

作者介绍

? ? ? ?陈希律师为北京盈科（成都）律师事务所高级合伙人、盈科全国私人财富管理法律服务中心成都分中心主任、北京盈科（成都）律师事务所私人财富管理法律事务部主任。

?

编辑推荐

? ? ? ?本书对于高净值人士传承家业具有重要意义。里面介绍了很多实用的方式方法。

?

Shipping Overview: 

• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99. 

• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment. 

• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days. 

• International Shipping: Currently, we only ship within the USA. 

• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.

Shipping Delays: 

Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.

Shipping Options:

  • Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.

  • Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.

  • Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.

  • Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.

Delivery Details:

  • Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.

  • Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.

  • Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.

Shipping Confirmation:

You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.

Order Modifications:

If you need to cancel or modify your order, please contact our customer support immediately.

Issues with Delivery:

If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.

Customer Support:

Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.

Return & Refund Policy Overview

Please review our return and refund policies below to ensure a smooth transaction process.

Return Policy

  • Duration: You have 30 days from receiving your item to initiate a return.

  • Condition: Items must be unworn, unwashed, with original tags and packaging intact.

  • Shipping Costs: Customers are responsible for return shipping costs.

  • Packaging: Ensure returned items are well-packaged to avoid damage during transit.

  • Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.

  • Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.

How to Return

  • Method: Returns must be sent back by mail to the address provided in the return instructions.

Return Label

  • Defective Products: Return labels are provided for defective items.

  • Non-Defective Returns: Customers are responsible for obtaining their return shipping label.

Product Conditions for Return

  • Eligible Products: Returns are only accepted for items in new condition.

Nonreturnable Items

Certain items are not eligible for return:

  • Electronic devices after 30 days (e.g., computers, laptops, Kindles)

  • Gift cards, prepaid game cards

  • Perishable goods, live insects, some jewelry, some health and personal care items

  • Customized or personalized products

  • Items with special shipping restrictions

Refund Policy

  • Window: Eligible products may be returned within 30 days of delivery for a refund.

  • Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.

  • Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.

Claims

Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.

Exchange Policy

For the quickest service, return your original item and place a new order for the desired product once your return is accepted.

Return Address

EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366

Customer Support

Available 24/7 for any questions or assistance needed:

  • Phone: +1 636-312-5925

  • Email: cs@everymarket.com

 

 

重要公告
本店不会以境外电话联系顾客有关书籍相关信息，如有接到境外电话或者拉您进qq群谈及理赔相关事宜请广大顾客不要相信，不要按照电话内容操作，谨防诈骗！快递丢件（可以联系当地派件员）
任何问题以联系店铺在线客服为准。

 

标题、详情出版时间等有误差

.

具体出版信息以咨询在线客服为准

 

商品详情

?

?

目录

第一篇? 人身保险（17讲）

第二篇? 家族信托（17讲）

第三篇? 保险金信托（2讲）

第四篇? 家族慈善（4讲）

第五篇? 协议和遗嘱（5讲）

第六篇? 私人财富管理工具在财富安全与财富传承中的

综合运用 （5讲）

第七篇? 常用规范性文件清单

?

内容介绍

? ? ??私人财富风险主要分为三大类：家庭风险、企业风险、税务风险，其中，家庭风险主要是夫妻共同财产风险、离婚风险、传承风险；企业风险主要是企债家偿风险、职业经理人风险、企业接班人风险；税务风险主要是国内税务风险、跨境（移民）税务风险。与风险相对应，私人财富管理的运用工具主要包括：人身保险、家族信托、保险金信托、慈善信托、基金会、协议、遗嘱、遗赠等。

? ? ? ? 本书落脚在私人财富管理工具，作者根据其多年在私人财富行业的实操经验，向读者讲解如何去理解、运用各种私人财富管理工具。本书分七篇共50讲，前五篇为私人财富管理工具的基础知识，共45讲，其中，第一篇为人身保险（17讲）、第二篇为家族信托（17讲）、第三篇为保险金信托（2讲）、第四篇为家族慈善（4讲）、第五篇为协议和遗嘱（5讲）；第六篇为私人财富管理工具在财富安全与财富传承中的综合运用，共5讲，主要分析企业家在财富安全与财富传承中的风险和解决方法；第七篇为常用规范性文件清单，主要是把经常运用的有关私人财富管理业务的我国规范性文件予以梳理归类并列举出来，这样，读者在需要查找相关规范性文件时，自行检索查阅即可。

?

作者介绍

? ? ? ?陈希律师为北京盈科（成都）律师事务所高级合伙人、盈科全国私人财富管理法律服务中心成都分中心主任、北京盈科（成都）律师事务所私人财富管理法律事务部主任。

?

编辑推荐

? ? ? ?本书对于高净值人士传承家业具有重要意义。里面介绍了很多实用的方式方法。

?

Shipping Overview: 

• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99. 

• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment. 

• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days. 

• International Shipping: Currently, we only ship within the USA. 

• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.

Shipping Delays: 

Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.

Shipping Options:

  • Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.

  • Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.

  • Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.

  • Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.

Delivery Details:

  • Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.

  • Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.

  • Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.

Shipping Confirmation:

You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.

Order Modifications:

If you need to cancel or modify your order, please contact our customer support immediately.

Issues with Delivery:

If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.

Customer Support:

Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.

Return & Refund Policy Overview

Please review our return and refund policies below to ensure a smooth transaction process.

Return Policy

  • Duration: You have 30 days from receiving your item to initiate a return.

  • Condition: Items must be unworn, unwashed, with original tags and packaging intact.

  • Shipping Costs: Customers are responsible for return shipping costs.

  • Packaging: Ensure returned items are well-packaged to avoid damage during transit.

  • Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.

  • Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.

How to Return

  • Method: Returns must be sent back by mail to the address provided in the return instructions.

Return Label

  • Defective Products: Return labels are provided for defective items.

  • Non-Defective Returns: Customers are responsible for obtaining their return shipping label.

Product Conditions for Return

  • Eligible Products: Returns are only accepted for items in new condition.

Nonreturnable Items

Certain items are not eligible for return:

  • Electronic devices after 30 days (e.g., computers, laptops, Kindles)

  • Gift cards, prepaid game cards

  • Perishable goods, live insects, some jewelry, some health and personal care items

  • Customized or personalized products

  • Items with special shipping restrictions

Refund Policy

  • Window: Eligible products may be returned within 30 days of delivery for a refund.

  • Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.

  • Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.

Claims

Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.

Exchange Policy

For the quickest service, return your original item and place a new order for the desired product once your return is accepted.

Return Address

EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366

Customer Support

Available 24/7 for any questions or assistance needed:

  • Phone: +1 636-312-5925

  • Email: cs@everymarket.com

 

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