Advising Ultra-Affluent Clients and Family Offices / Wiley Finance Editions (ePub)
(Sprache: Englisch)
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...
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...
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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.
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.
Autoren-Porträt von Michael M. Pompian
MICHAEL M. POMPIAN, CFA, CFP, is the director of the Private Wealth Consulting Group for Hammond Associates--based in St. Louis, Missouri--which consults to over $55 billion. He works with some of the largest family offices in the United States. Prior to joining Hammond Associates, Pompian was a wealth management adviser with Merrill Lynch, a private banker with PNC Private Bank, and served on the investment staff of a family office. He earned an MBA from Tulane University and holds a BS in management from the University of New Hampshire. Pompian is a member of CFA Institute and the New York Society of Securities Analysts. He is also the author of Behavioral Finance and Wealth Management (Wiley & Sons). Pompian is married with three sons and can be reached at mpompian@haifc.com.
Bibliographische Angaben
- Autor: Michael M. Pompian
- 2009, 1. Auflage, 416 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 0470483504
- ISBN-13: 9780470483503
- Erscheinungsdatum: 23.04.2009
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- Dateiformat: ePub
- Größe: 3.15 MB
- Mit Kopierschutz
Sprache:
Englisch
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