| Document Type
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BL
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| Record Number
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957969
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| Doc. No
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b712339
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| Main Entry
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Pompian, Michael M.,1963-
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| Title & Author
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Advising ultra-affluent clients and family offices /\ Michael M. Pompian.
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| Publication Statement
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Hoboken, N.J. :: Wiley,, ©2009.
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| Series Statement
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Wiley finance
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Wiley finance series
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| Page. NO
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1 online resource (xviii, 392 pages) :: illustrations
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| ISBN
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0470483490
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: 0470483504
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: 0470483768
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: 1118267850
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: 1282682598
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: 9780470483497
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: 9780470483503
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: 9780470483763
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: 9781118267851
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: 9781282682597
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0470282312
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9780470282311
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| Bibliographies/Indexes
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Includes bibliographical references (pages 377-385) and index.
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| Contents
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Who are the ultra-affluent? -- Understanding the mindset of the ultra-affluent client -- Wealth attitudes, aspirations, and investor behavior of ultra-affluent clients -- Noninvestment best practices -- Practices of the best investment organizations -- Asset allocation considerations for ultra-affluent clients and family offices -- Domestic and international equity -- Domestic and international bonds -- Private equity -- Hedge funds -- Real assets -- Selecting an advisor -- Selecting a custodian and investment vehicle structure -- Considerations for creating a family office -- Wealth transfer planning -- Concentrated equity reisk management -- Family governance -- Risk management and asset protection -- Philanthropy -- Multigenerational asset allocation strategies.
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| Abstract
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BA timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent/b 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 iAdvising Ultra-Affluent Clients and Family Offices/i, 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.
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| Subject
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Investments-- Decision making.
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Rich people.
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Investments-- Decision making.
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Rich people.
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| Subject
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SOCIAL SCIENCE-- Social Classes.
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| Dewey Classification
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305.5/234
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| LC Classification
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HT635.P66 2009eb
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