Advising Ultra-Affluent Clients and Family Offices (Wiley - download pdf or read online

By Michael M. Pompian

ISBN-10: 0470282312

ISBN-13: 9780470282311

A well timed consultant for monetary pros seeking to faucet into the profitable international of the ultra-affluent

The extremely affluent–defined the following as these having $50 million or extra in liquid assets–are an elite type who anticipate their monetary advisors not to basically guard and develop their resources, but additionally aid them with "soft" matters resembling philanthropy and family members governance. one of many greatest components to good fortune during this box is the connection among the buyer and the consultant. In Advising Ultra-Affluent consumers and kin Offices, writer and working towards funding advisor Michael Pompian offers a pragmatic advent to who the ultra-affluent truly are and divulges what it takes to construct and keep a high-quality courting with them. choked with in-depth insights and professional suggestion, this targeted source bargains invaluable info on matters that each consultant to the ultra-affluent has to be accepted with.

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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) by Michael M. Pompian

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