Nonfiction | Business & Investing

Advising Ultra-Affluent Clients and Family Offices

by Michael M. Pompian

2020-07-23 13:09:52

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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 a... Read more
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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Book Details

File size9.1x6.2x1.5inches
Print pages392
PublisherWiley
Publication date May 1, 2009
ISBN9780470282311
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Michael M. Pompian
Author
...

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