Advising Ultra-Affluent Clients and Family Offices Hardback
by Michael M. (CFA, CFP, Hammond Associates) Pompian
Part of the Wiley Finance series
Hardback
Description
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.
Information
-
Available to Order - This title is available to order, with delivery expected within 2 weeks
- Format:Hardback
- Pages:416 pages, Charts: 79 B&W, 0 Color; Tables: 46 B&W, 0 Color
- Publisher:John Wiley & Sons Inc
- Publication Date:22/05/2009
- Category:
- ISBN:9780470282311
Information
-
Available to Order - This title is available to order, with delivery expected within 2 weeks
- Format:Hardback
- Pages:416 pages, Charts: 79 B&W, 0 Color; Tables: 46 B&W, 0 Color
- Publisher:John Wiley & Sons Inc
- Publication Date:22/05/2009
- Category:
- ISBN:9780470282311
