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Download e-book for kindle: Advising Ultra-Affluent Clients and Family Offices (Wiley by Michael M. Pompian

By Michael M. Pompian

ISBN-10: 0470282312

ISBN-13: 9780470282311

A well timed consultant for monetary pros seeking to faucet into the profitable global of the ultra-affluent

The extremely affluent–defined the following as these having $50 million or extra in liquid assets–are an elite category who anticipate their monetary advisors not to basically guard and develop their resources, but in addition support them with "soft" matters similar to philanthropy and relations governance. one of many largest elements to luck during this box is the connection among the customer and the consultant. In Advising Ultra-Affluent consumers and kinfolk Offices, writer and working towards funding advisor Michael Pompian presents a pragmatic advent to who the ultra-affluent really are and divulges what it takes to construct and continue a superb courting with them. packed with in-depth insights and specialist suggestion, this distinct source deals helpful info on concerns that each consultant to the ultra-affluent has to be primary with.

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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) by Michael M. Pompian


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