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MACMILLAN Advising the Ultra-Wealthy: A Guide for Practitioners

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Description

Discusses the differences between wealthy families and institutions, and entrepreneurs and inheritors Covers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluating money managers, and assessing portfolio performance Highlights the recurring mistakes family investors make Appeals to entry-level and mid-level financial professionals who wish to advise ultra-wealthy families

Product Specifications

Format
paperback
Domain
Amazon UK
Release Date
28 November 2021
Listed Since
02 November 2021

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