ISBN: 9780470483497

A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluentThe ultra affluent& #8211 defined here as those having $50 million or more in li… More...

A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluentThe ultra affluent& #8211 defined here as those having $50 million or more in liquid assets& #8211 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 Ultra-Affluent Clients and Family Offices: A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluentThe ultra affluent& #8211 defined here as those having $50 million or more in liquid assets& #8211 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., John Wiley & Sons<

ISBN: 9780470483497

A timely guide for financial professionals looking to tap intothe lucrative world of the ultra-affluent The ultra affluent-defined here as those having $50million or more in liquid assets… More...

A timely guide for financial professionals looking to tap intothe lucrative world of the ultra-affluent The ultra affluent-defined here as those having $50million or more in liquid assets-are an elite class whoexpect their financial advisors to not only preserve and grow theirassets, but also help them with ´´soft´´ issues such as philanthropyand family governance. One of the biggest factors to success inthis field is the relationship between the client and the advisor.In Advising Ultra-Affluent Clients and Family Offices,author and practicing investment consultant Michael Pompianprovides a practical introduction to who the ultra-affluentactually are and reveals what it takes to build and maintain asolid relationship with them. Filled with in-depth insights andexpert advice, this unique resource offers valuable information onissues that every advisor to the ultra-affluent must be familiarwith. Advising Ultra-Affluent Clients and Family Offices eBook eBooks>Fremdsprachige eBooks>Englische eBooks, John Wiley & Sons Inc<

2010, ISBN: 0470483490

In englischer Sprache. Verlag: John Wiley & Sons, Michael M. Pompian, CFA, CFP, is the director of the PrivateWealth Consulting Group for Hammond Associates-based in St. Louis,Missouri-wh… More...

In englischer Sprache. Verlag: John Wiley & Sons, Michael M. Pompian, CFA, CFP, is the director of the PrivateWealth Consulting Group for Hammond Associates-based in St. Louis,Missouri-which consults to over $55 billion. He works with some ofthe largest family offices in the United States. Prior to joiningHammond Associates, Pompian was a wealth management adviser withMerrill Lynch, a private banker with PNC Private Bank, and servedon the investment staff of a family office. He earned an MBA fromTulane University and holds a BS in management from the Universityof New Hampshire. Pompian is a member of CFA Institute and the NewYork Society of Securities Analysts. He is also the author ofBehavioral Finance and Wealth Management (Wiley & Sons).Pompian is married with three sons and can be reached atmpompian@haifc.com. PC-PDF, 432 Seiten, 432 Seiten, 1., Auflage, [GR: 9783 - Nonbooks, PBS / Wirtschaft/Betriebswirtschaft], [SW: - Betriebswirtschaft und Management], [Ausgabe: 1][PU:John Wiley & Sons], [PU: Wiley]<

ISBN: 9780470483497

A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluentThe ultra affluent defined here as those having $50 million or more in liquid asset… More...

A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluentThe 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.; EPUB; Business,Finance and Law > Finance & accounting > Finance, Wiley<

2010, ISBN: 9780470483497

[ED: 1], Auflage, eBook Download (PDF), eBooks, [PU: Wiley]