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Advising Ultra-Affluent Clients and Family Offices (Hardcover)

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Product Overview

"Advising Ultra-Affluent Clients and Family Offices" begins by defining what the author, Michael Pompian, believes to be the "ultra affluent": those who have $100 million or more. He then divides the book into three sections: 1. An introduction to who the ultra-affluent are; 2. A discussion of traditional asset class investment choices for the ultra-affluent; 3. A discussion of alternative asset class investment choices; 4. An overview of what types of advisors (investment consultants, private banks, brokers, and independent planners) are available; and 5. A collection of case studies related to advising the ultra-affluent. Throughout the book, Pompian details the importance of structuring a strong relationship between the ultra-affluent client and advisor, while also offering advice on unique issues facing this sector, such as taxes and multi-generational asset allocations.


Publisher John Wiley & Sons Inc
Mfg Part# 9780470282311
SKU 210597496
Format Hardcover
ISBN10 0470282312
Release Date 5/1/2009
Product Attributes
eBooks Kobo
Book Format Hardcover
Number of Pages 0392
Publisher John Wiley & Sons
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