Paul Schroder had recently celebrated his sixty-eighth birthday and was starting to feel his age. While he understood that there were many great years ahead, he also realized that it was too late to start to think seriously about his estate and his retirement. For a long time, he was encouraged to make a cautious estate strategy, but he always put it away, believing that he'd take good care of it at a subsequent time.
Now was that time that is later. This case describes a hypothetical investor faced against the challenges of concentrated wealth, intergenerational transfers, special needs, offspring getting philanthropic decisions, unearned wealth, and providing for post-career life.
Schroder Family (A) Personal Wealth, Family, and Estates case study solution
PUBLICATION DATE: October 09, 2013 PRODUCT #: F306A-PDF-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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