Advising Ultra-Affluent Clients and Family Offices: 459 (Wiley Finance) - Image 1

£47.49

Wiley Advising Ultra-Affluent Clients and Family Offices: 459 (Wiley Finance)

Name: Advising Ultra-Affluent Clients and Family Offices: 459 (Wiley Finance)
Brand: Wiley
Price: 47.49 GBP
Availability: InStock

Professional Finance

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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.

Product Specifications

Brand: Wiley
Format: hardcover
ASIN: 0470282312
Category: Books > Subjects > Business, Finance & Law > Professional Finance
Domain: Amazon UK
Release Date: 15 April 2009
Listed Since: 01 November 2007

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Wiley Advising Ultra-Affluent Clients and Family Offices: 459 (Wiley Finance)

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