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Book Details :
Published on: 2009-04-22
Released on: 2009-04-22
Original language:

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 UltraAffluent Clients and Family Offices. Wiley ... Advising UltraAffluent Clients and Family Offices. ... Why Advising the UltraAffluent is ... Advising UltraAffluent Clients and Family Offices. Wiley Finance Advising Ultra-Affluent Clients and Family Offices by ... Advising Ultra-Affluent Clients and Family Offices Wiley Finance ... into the lucrative world of the ultra-affluent. ... Ultra-Affluent Clients and Family Offices. Advising Ultra-Affluent Clients and Family Offices ... ... Buy Advising Ultra-Affluent Clients and Family Offices by Michael M ... Praise for Advising Ultra-Affluent Clients and Family Offices ... Wiley; 1 edition ... Advising Ultra-Affluent Clients and Family Offices ... In Advising Ultra-Affluent Clients and Family Offices ... Advising Ultra-Affluent Clients and Family Offices Volume 459 of Wiley Finance: Author: Michael M. Pompian ... Family Governance - Advising Ultra-Affluent Clients and ... Institutional & Corporate Finance Advising Ultra-Affluent Clients and ... Family Governance in Advising Ultra-Affluent Clients and Family Offices John Wiley ... Advising Ultra-Affluent Clients and Family Offices eBook ... Read Advising Ultra-Affluent Clients and Family Offices by ... In Advising Ultra-Affluent Clients and Family ... Offices. by Michael M. Pompian. Wiley Finance ... Wiley: Advising Ultra-Affluent Clients and Family Offices ... In Advising Ultra-Affluent Clients and Family Offices ... Why Advising the Ultra-Affluent ... He is also the author of Behavioral Finance and Wealth Management (Wiley ... Advising Ultra-Affluent Clients and Family Offices (Wiley ... Advising Ultra-Affluent Clients and Family Offices ... Capital for the Ultra-Affluent (Wiley Finance) ... for Advising Ultra-Affluent Clients and Family Offices Advising Ultra-Affluent Clients and Family Offices / Edition 1 In Advising Ultra-Affluent Clients and Family Offices ... Wiley Finance Series 459 ... Advising Ultra-Affluent Clients and Family Offices 5 out of 5 based on ... Advising Ultra-Affluent Clients and Family Offices ... Advising Ultra-Affluent Clients and Family ... tap into the lucrative world of the ultra-affluent. ... for Ultra-Affluent Clients and Family Offices.
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