عنوان
پدید آورنده
موضوع
رده
HT635 .P66 2009eb
HT635
.
P66
2009eb
کتابخانه
محل استقرار
INTERNATIONAL STANDARD BOOK NUMBER
(Number (ISBN
0470483490
(Number (ISBN
0470483504
(Number (ISBN
0470483768
(Number (ISBN
1118267850
(Number (ISBN
1282682598
(Number (ISBN
9780470483497
(Number (ISBN
9780470483503
(Number (ISBN
9780470483763
(Number (ISBN
9781118267851
(Number (ISBN
9781282682597
Erroneous ISBN
0470282312
Erroneous ISBN
9780470282311
NATIONAL BIBLIOGRAPHY NUMBER
Number
b712339
PUBLISHER'S NUMBER
Publisher's Number
EB00061211
Source
Recorded Books
TITLE AND STATEMENT OF RESPONSIBILITY
Title Proper
Advising ultra-affluent clients and family offices /
General Material Designation
[Book]
First Statement of Responsibility
Michael M. Pompian.
.PUBLICATION, DISTRIBUTION, ETC
Place of Publication, Distribution, etc.
Hoboken, N.J. :
Name of Publisher, Distributor, etc.
Wiley,
Date of Publication, Distribution, etc.
©2009.
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
1 online resource (xviii, 392 pages) :
Other Physical Details
illustrations
SERIES
Series Title
Wiley finance
Series Title
Wiley finance series
INTERNAL BIBLIOGRAPHIES/INDEXES NOTE
Text of Note
Includes bibliographical references (pages 377-385) and index.
CONTENTS NOTE
Text of Note
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.
0
SUMMARY OR ABSTRACT
Text of Note
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.
ACQUISITION INFORMATION NOTE
Source for Acquisition/Subscription Address
OverDrive, Inc.
Source for Acquisition/Subscription Address
OverDrive, Inc.
Stock Number
20DDCA81-16CD-4101-BDD2-F2CEE5699A62
OTHER EDITION IN ANOTHER MEDIUM
Title
Advising ultra-affluent clients and family offices.
International Standard Book Number
0470282312
TOPICAL NAME USED AS SUBJECT
Investments-- Decision making.
Rich people.
Investments-- Decision making.
Rich people.
SOCIAL SCIENCE-- Social Classes.
(SUBJECT CATEGORY (Provisional
KFF, KNST
SOC-- 050000
DEWEY DECIMAL CLASSIFICATION
Number
305
.
5/234
Edition
22
LIBRARY OF CONGRESS CLASSIFICATION
Class number
HT635
Book number
.
P66
2009eb
PERSONAL NAME - PRIMARY RESPONSIBILITY
Pompian, Michael M.,1963-
ORIGINATING SOURCE
Date of Transaction
20201208025257.0
Cataloguing Rules (Descriptive Conventions))
pn
ELECTRONIC LOCATION AND ACCESS
Electronic name
مطالعه متن کتاب [Book]
Y
