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Advising Ultra-Affluent Clients and Family Offices - Pompian, Michael
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Pompian, Michael:

Advising Ultra-Affluent Clients and Family Offices - new book

ISBN: 9780470282311

ID: 514378

Despite the downturn in financial markets, there are still a large number of ultra-affluent individuals and families across the globe. And in light of recent events, these clients-defined here as those having $50 million or more in liquid assets-need help on a variety of fronts. That's why author Michael Pompian, an experienced investment consultant in the private wealth arena, has created this timely guide. Advising today's ultra-affluent clients (UACs) and family offices requires solid investment knowledge and the skills to deal with "soft" issues such as family governance and philanthropy. Understanding this idea and integrating it into your professional endeavors will put you in a better position to serve your clients as well as excel in one of the most-dynamic segments of the financial services industry. Although targeted at financial practitioners, this book is also a valuable resource for families considering whether to establish or join a family office. Divided into four comprehensive parts, this thoughtful resource opens with an informative introduction to advising UACs, including a detailed discussion of which clients are considered "ultra-affluent" and an in-depth look at their attitudes, aspirations, and investment behavior. Part II outlines various investment strategies for UACs, examining the best practices of top investment organizations and reviewing many of the alternative investments available to UACs. Part III takes the time to outline the key aspects of advising multigenerational families-including selecting an adviser, considerations for creating a family office, selecting an investment vehicle structure, and wealth transfer. Part IV rounds out this extensive exploration of advising the ultra-affluent by covering special topics in advising UACs, such as family governance, equity risk management, philanthropy, asset protection, and developing a multigenerational asset allocation strategy. Working with the ultra-affluent has great upside potential, especially given the generational transition of wealth that is taking place globally. In order to take advantage of this opportunity, you need to gain a fundamental understanding of both the investment and noninvestment issues that affect ultra-affluent clients. Advising Ultra-Affluent Clients and Family Offices contains the practical insights and expert advice that will allow readers to successfully navigate this complex field and effectively serve some of today's most sophisticated investors. Business Business eBook, Wiley

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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) - Michael Pompian
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Michael Pompian:

Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) - hardcover

ISBN: 0470282312

[SR: 783683], Hardcover, [EAN: 9780470282311], John Wiley & Sons, John Wiley & Sons, Book, [PU: John Wiley & Sons], John Wiley & Sons, 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., 268091, Accounting, 659892, Audits & Auditing, 659894, Book-keeping, 268092, Cost, 268093, Financial, 268094, Financial Reporting & Statements, 268097, International, 268098, Management Accounting, 68, Business, Finance & Law, 1025612, Subjects, 266239, Books, 268179, Professional Finance, 659892, Audits & Auditing, 268180, Banking, 659982, Budgeting, 268181, Corporate, 659984, Forecasting, 659986, Foreign Exchange, 268183, Insurance, 659992, International Finance, 268194, Investments & Securities, 268216, Public, 659994, Purchasing & Procurement, 659996, Risk Management, 659998, Taxation, 660000, Venture Capital, 68, Business, Finance & Law, 1025612, Subjects, 266239, Books

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Advising Ultra-Affluent Clients and Family Offices - Michael M. Pompian
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Michael M. Pompian:
Advising Ultra-Affluent Clients and Family Offices - hardcover

ISBN: 0470282312

[SR: 347786], Hardcover, [EAN: 9780470282311], Wiley, Wiley, Book, [PU: Wiley], Wiley, 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 w, 2604, Finance, 2607, Corporate Finance, 10020672011, Crowdfunding, 10020674011, Financial Risk Management, 10020675011, Wealth Management, 3, Business & Money, 1000, Subjects, 283155, Books

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Advising Ultra-Affluent Clients and Family Offices - Michael M. Pompian
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Michael M. Pompian:
Advising Ultra-Affluent Clients and Family Offices - hardcover

ISBN: 9780470282311

ID: 9780470282311

Advising Ultra-Affluent Clients and Family Offices Advising-Ultra-Affluent-Clients-and-Family-Offices~~Michael-M-Pompian Investing>Investing Hardcover, Wiley

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Advising Ultra-Affluent Clients and Family Offices - Michael M. Pompian
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Michael M. Pompian:
Advising Ultra-Affluent Clients and Family Offices - hardcover

2009, ISBN: 9780470282311

ID: 9799509

Hardcover, Buch, [PU: John Wiley & Sons Ltd]

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Details of the book
Advising Ultra-Affluent Clients and Family Offices
Author:

Pompian, Michael M.

Title:

Advising Ultra-Affluent Clients and Family Offices

ISBN:

9780470282311

"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.

Details of the book - Advising Ultra-Affluent Clients and Family Offices


EAN (ISBN-13): 9780470282311
ISBN (ISBN-10): 0470282312
Hardcover
Publishing year: 2009
Publisher: John Wiley & Sons
392 Pages
Weight: 0,612 kg
Language: eng/Englisch

Book in our database since 19.07.2011 18:43:33
Book found last time on 27.10.2016 23:07:07
ISBN/EAN: 9780470282311

ISBN - alternate spelling:
0-470-28231-2, 978-0-470-28231-1

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