Advising Ultra-Affluent Clients and Family Offices
  • Author : Michael M. Pompian
  • Release Date : 22 April 2009
  • Publisher : John Wiley and Sons
  • Genre : Business & Economics
  • Pages : 416
  • ISBN 13 : 0470483504

Download Advising Ultra-Affluent Clients and Family Offices eBook in PDF, Epub and Kindle

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.

Advising Ultra Affluent Clients and Family Offices

Advising Ultra Affluent Clients and Family Offices

Author : Michael M. Pompian
Publisher : John Wiley and Sons
Genre : Business & Economics
Get Book

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 ...

The Family Office Book

The Family Office Book

Author : Richard C. Wilson
Publisher : John Wiley & Sons
Genre : Business & Economics
Get Book

Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what ...

The Complete Family Office Handbook

The Complete Family Office Handbook

Author : Kirby Rosplock
Publisher : John Wiley & Sons
Genre : Business & Economics
Get Book

Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to ...

Behavioral Finance and Your Portfolio

Behavioral Finance and Your Portfolio

Author : Michael M. Pompian
Publisher : John Wiley & Sons
Genre : Business & Economics
Get Book

Become a more strategic and successful investor by identifying the biases impacting your decision making. In Behavioral Finance and Your Portfolio, acclaimed investment advisor and author Michael M. Pompian delivers an insightful and thorough guide to countering the negative effect of cognitive and behavioral biases on your financial decisions. You’...

Outlines and Highlights for Advising Ultra Affluent Clients and Family Offices by Michael M Pompian  Isbn

Outlines and Highlights for Advising Ultra Affluent Clients and Family Offices by Michael M Pompian Isbn

Author : Cram101 Textbook Reviews
Publisher : Academic Internet Pub Incorporated
Genre : Education
Get Book

Never HIGHLIGHT a Book Again! Virtually all of the testable terms, concepts, persons, places, and events from the textbook are included. Cram101 Just the FACTS101 studyguides give all of the outlines, highlights, notes, and quizzes for your textbook with optional online comprehensive practice tests. Only Cram101 is Textbook Specific. Accompanys: 9780470282311 ....

Advising the Wealthy Client

Advising the Wealthy Client

Author : Anonim
Publisher : Unknown
Genre : Uncategorized
Get Book

This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on choosing a country of residence, buying substantial properties, risk and reputation management and an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing. Edited by Barbara Hauser, Editor of The International ...

Behavioral Finance and Your Portfolio

Behavioral Finance and Your Portfolio

Author : Michael M. Pompian
Publisher : John Wiley & Sons
Genre : Business & Economics
Get Book

Become a more strategic and successful investor by identifying the biases impacting your decision making. In Behavioral Finance and Your Portfolio, acclaimed investment advisor and author Michael M. Pompian delivers an insightful and thorough guide to countering the negative effect of cognitive and behavioral biases on your financial decisions. You’...

The Ultra High Net Worth Banker s Handbook

The Ultra High Net Worth Banker s Handbook

Author : Heinrich Weber,Stephan Meier
Publisher : Harriman House Limited
Genre : Business & Economics
Get Book

This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals....

Behavioral Finance and Wealth Management

Behavioral Finance and Wealth Management

Author : Michael M. Pompian
Publisher : John Wiley & Sons
Genre : Business & Economics
Get Book

The book that applies behavioral finance to the real world Understanding how to use behavioral finance theory in investing is a hot topic these days. Nobel laureate Daniel Kahneman has described financial advising as a prescriptive activity whose main objective should be to guide investors to make decisions that serve ...

Family Wealth Management

Family Wealth Management

Author : Mark Haynes Daniell,Tom McCullough
Publisher : John Wiley & Sons
Genre : Business & Economics
Get Book

Discusses how to establish a clear family vision and a sound wealth management strategy, how to create a practical investment framework, and how to set a long-term strategy to produce the desired results....

Risk Profiling and Tolerance  Insights for the Private Wealth Manager

Risk Profiling and Tolerance Insights for the Private Wealth Manager

Author : Joachim Klement
Publisher : CFA Institute Research Foundation
Genre : Business & Economics
Get Book

If risk aversion and willingness to take on risk are driven by emotions and we as humans are bad at correctly identifying them, the finance profession has a serious challenge at hand—how to reliably identify the individual risk profile of a retail investor or high-net-worth individual. In this series ...

Advising the Ultra Wealthy

Advising the Ultra Wealthy

Author : Gregory Curtis
Publisher : Springer Nature
Genre : Business & Economics
Get Book

This book, designed to be a guide for practitioners who wish to advise ultra-wealthy families, focuses on the difference between the ultra-wealthy and the ‘merely’ wealthy. With this in mind, the chapters devote little time to issues on which most financial advisors spend most of their time—retirement planning, IRA ...

Family Legacy and Leadership

Family Legacy and Leadership

Author : Mark Daniell,Sara Hamilton
Publisher : John Wiley and Sons
Genre : Business & Economics
Get Book

Hamilton and Daniell have creatively taught us how to weavetogether the threads of lineage that create family legacy. Theyhave also clarified the vision of what family leaders look like whoare the master weavers of such threads. This all leads towardteaching us how to create and guide our families, and those ...

Investing Strategies for the High Net Worth Investor  Maximize Returns on Taxable Portfolios

Investing Strategies for the High Net Worth Investor Maximize Returns on Taxable Portfolios

Author : Niall Gannon
Publisher : McGraw Hill Professional
Genre : Business & Economics
Get Book

A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers ...