Name: Advising Ultra-Affluent Clients and Family Offices (en Inglés)
Price: 243.26 PEN
Availability: InStock
Author: Pompian, Michael M.
ISBN: 9780470282311

portada Advising Ultra-Affluent Clients and Family Offices (en Inglés)

Advising Ultra-Affluent Clients and Family Offices (en Inglés)

Formato

Libro Físico

Autor

Michael M. Pompian

Editorial

Wiley

Año

2009

Idioma

Inglés

N° páginas

416

Encuadernación

Tapa Dura

Dimensiones

23.1 x 15.7 x 3.8 cm

Peso

0.61 kg.

ISBN

0470282312

ISBN13

9780470282311

N° edición

Categorías

Finanzas

Advising Ultra-Affluent Clients and Family Offices (en Inglés)

Michael M. Pompian (Autor) · Wiley · Tapa Dura

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Reseña del libro "Advising Ultra-Affluent Clients and Family Offices (en Inglés)"

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.