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.

Advising Ultra-Affluent Clients and Family Offices

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Hardback by Michael M. Pompian

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A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here... Read more

    Publisher: John Wiley & Sons Inc
    Publication Date: 22/05/2009
    ISBN13: 9780470282311, 978-0470282311
    ISBN10: 0470282312

    Number of Pages: 416

    Non Fiction , Business, Finance & Law

    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.

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