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.
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
Advising Ultra-Affluent Clients and Family Offices
About this book
A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent
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Table of contents
- Title Page
- Copyright Page
- Dedication
- Foreword
- Preface
- Acknowledgements
- PART One - Introduction to Advising Ultra-Affluent Clients and Family Offices
- PART Two - Investment Strategies for Ultra-Affluent Clients and Family Offices
- PART Three - Multigenerational Considerations for Ultra-Affluent Clients and ...
- PART Four - Special Topics for Ultra-Affluent Clients and Family Offices
- Notes
- Index
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Yes, you can access Advising Ultra-Affluent Clients and Family Offices by Michael M. Pompian in PDF and/or ePUB format, as well as other popular books in Business & Finance. We have over 1.5 million books available in our catalogue for you to explore.