Advising Ultra-Affluent Clients and Family Offices (Innbundet)

Serie: Wiley Finance 


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Innbinding: Innbundet
Utgivelsesår: 2009
Antall sider: 416
Forlag: John Wiley and Sons Ltd
Språk: Engelsk
Serie: Wiley Finance
ISBN/EAN: 9780470282311
Omtale Advising Ultra-Affluent Clients and Family Offices
A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent
The ultra affluent defined here as those having $50 million or more in liquid assets are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.

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