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.
ASIN : B00283PQEM
Publisher : Wiley
Accessibility : Learn more
Publication date : April 22, 2009
Edition : 1st
Language : English
File size : 6.2 MB
Screen Reader : Supported
Enhanced typesetting : Enabled
X-Ray : Not Enabled
Word Wise : Enabled
Print length : 598 pages
ISBN-13 : 978-0470483763
Page Flip : Enabled
Best Sellers Rank: #2,460,150 in Kindle Store (See Top 100 in Kindle Store) #6,151 in Finance (Kindle Store) #6,806 in Finance (Books)
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