Advising Ultra-Affluent Clients and Family Offices
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.
9780470282311
Book, Hardcover
Advising Ultra-Affluent Clients and Family Offices
- Author: Michael M. Pompian
Wiley, 2009
392
English
9.1 x 6.2 x 1.5 inches, 2 pounds
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