Topics in Private Wealth Management – Part III (2024 Level III CFA® – Reading 21)

Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: https://analystprep.com/shop/cfa-leve...

Level II: https://analystprep.com/shop/learn-pr...

Level III: https://analystprep.com/shop/cfa-leve...

Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unli...

Prep Packages for the FRM® Program:

FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimite...

Topic 7 – Private Wealth Management
Reading 21 – Topics in Private Wealth Management – Part III
LOS : Discuss strategies for achieving estate, bequest, and lifetime gift objectives in common law and civil law regimes.
LOS : Describe considerations related to managing wealth across multiple generations.