| Advising Ultra-Affluent Clients and Family Offices Contributor(s): Pompian, Michael M. (Author) |
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ISBN: 0470282312 ISBN-13: 9780470282311 Publisher: Wiley OUR PRICE: $81.00 Product Type: Hardcover - Other Formats Published: May 2009 Annotation: "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. |
| Additional Information |
| BISAC Categories: - Business & Economics | Finance - General |
| Dewey: 332 |
| LCCN: 2008051561 |
| Series: Wiley Finance |
| Physical Information: 1.5" H x 6.2" W x 9.1" (1.35 lbs) 416 pages |
| Descriptions, Reviews, Etc. |
| Publisher 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. |