Private Wealth Management case studies, worked step by step

Cases
100
Traced to a firm
15
Topics
14
Hard
30
Topic
All topicsLump-sum allocation9Goal and retirement planning8Risk profiling and IPS6Rebalancing and drift6Tax-aware portfolio moves7Concentrated positions and liquidity events7Estate, succession and trusts8Client situations and behaviour8Fixed income and cash management7Alternatives and private markets7Products and fund selection8Lending and leverage6Market view and security pitch6Bank economics, fees and risk7
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–6 of 6 · filtered from 100Clear filters
  1. 007A client's Rs 80 lakh deposit names her brother as nominee, but her will leaves everything to her daughter. After her death, who receives the money from the bank, and who owns it?Estate, succession and trustsCoreTrust and estate administration
  2. 018A business owner with an Rs 80 crore company has personally guaranteed a Rs 10 crore bank loan. If he dies, what happens to the guarantee, the family's liquidity and the business, and how would you plan for it?Estate, succession and trustsHardFamily offices
  3. 033A couple with Rs 4 crore of assets and a four-year-old child have no wills, and their nominations still name parents and siblings. What must their wills cover, and which nominations need changing?Estate, succession and trustsWarm upTrust and estate administration
  4. 047A resident Indian holds Rs 5 crore of US-listed shares directly. Explain her US estate tax exposure and compare holding the same exposure through an Indian fund.Estate, succession and trustsCorePrivate banking
  5. 071A client dies without a will, leaving Rs 18 crore: a Rs 6 crore house, Rs 8 crore of shares and Rs 4 crore of deposits. His widow, two children and mother survive. Split the estate under the applicable succession framework and show where nominations do not decide ownership.Estate, succession and trustsHardTrust and estate administration
  6. 095A family with Rs 50 crore settles Rs 30 crore into a private trust for three beneficiaries, one with special needs. Set the distribution policy, the investment split between income and growth, and the annual running costs.Estate, succession and trustsHardTrust and estate administration

Company names and figures are illustrative.