Advising Ultra Affluent Clients And Family Offices
Download book entitled Advising Ultra-Affluent Clients and Family Offices written by Michael M. Pompian and published by John Wiley and Sons. This book was released on 22 April 2009 with total pages 416. Available in PDF, EPUB and Kindle. Click GET THIS BOOK Button and find your favorite books in the library. Create free account to access unlimited books, fast download and ads free!
- Author : Michael M. Pompian
- Release Date : 22 April 2009
- Publisher : John Wiley and Sons
- Genre : Business & Economics
- Pages : 416
- ISBN 13 : 0470483504
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Book 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.