Advising Ultra-Affluent Clients and Family Offices begins by defining what the author, Michael Pompian, believes to be the ‘ultra affluent’: those who have$100 million or more. He then divides the book into three sections: 1. An introduction to who the ultra-affluent are; 2. A discussion of traditional asset class investment choices for the ultra-affluent; 3. A discussion of alternative asset class investment choices; 4. An overview of what types of advisors (investment consultants, private banks, brokers, and independent planners) are available; and 5. A collection of case studies related to advising the ultra-affluent. Throughout the book, Pompian details the importance of structuring a strong relationship between the ultra-affluent client and advisor, while also offering advice on unique issues facing this sector, such as taxes and multi-generational asset allocations.
- ISBN: 978-0-470-28231-1
- Editorial: John Wiley & Sons
- Encuadernacion: Cartoné
- Páginas: 392
- Fecha Publicación: 13/05/2009
- Nº Volúmenes: 1
- Idioma: Inglés