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Advising Ultra-Affluent Clients and Family Offices

Michael M. Pompian
4.9/5 (15875 ratings)
Read Now Download Now ⏭ listen AudioBook
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.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Advising Ultra-Affluent Clients and Family Offices. To get started finding Advising Ultra-Affluent Clients and Family Offices, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.
Pages
416
Format
PDF, EPUB & Kindle Edition
Publisher
Wiley
Release
2009
ISBN
0470483504

Advising Ultra-Affluent Clients and Family Offices

Michael M. Pompian
4.4/5 (1290744 ratings)
Read Now Download now ⏭ listen AudioBook
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.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Advising Ultra-Affluent Clients and Family Offices. To get started finding Advising Ultra-Affluent Clients and Family Offices, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.
Pages
416
Format
PDF, EPUB & Kindle Edition
Publisher
Wiley
Release
2009
ISBN
0470483504

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