Advising Ultra-Affluent Clients and Family Offices (e-bog) af Pompian, Michael M.
Pompian, Michael M. (forfatter)

Advising Ultra-Affluent Clients and Family Offices e-bog

509,93 DKK (inkl. moms 637,41 DKK)
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 &quote;soft&quote; issues such as philanthropy and family governance. One of the bi...
E-bog 509,93 DKK
Forfattere Pompian, Michael M. (forfatter)
Forlag Wiley
Udgivet 22 april 2009
Genrer Finance and accounting
Sprog English
Format epub
Beskyttelse LCP
ISBN 9780470483503
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 "e;soft"e; 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.