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Record Nr. |
UNINA9910140590803321 |
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Autore |
Pompian Michael M. <1963-> |
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Titolo |
Advising ultra-affluent clients and family offices [[electronic resource] /] / Michael M. Pompian |
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Pubbl/distr/stampa |
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Hoboken, N.J., : Wiley, c2009 |
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ISBN |
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1-282-68259-8 |
9786612682599 |
1-118-26785-0 |
0-470-48349-0 |
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Descrizione fisica |
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1 online resource (415 p.) |
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Collana |
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Disciplina |
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Soggetti |
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Rich people |
Investments - Decision making |
Electronic books. |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Description based upon print version of record. |
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Nota di bibliografia |
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Includes bibliographical references (p. 377-385) and index. |
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Nota di contenuto |
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Who are the ultra-affluent? -- Understanding the mindset of the ultra-affluent client -- Wealth attitudes, aspirations, and investor behavior of ultra-affluent clients -- Noninvestment best practices -- Practices of the best investment organizations -- Asset allocation considerations for ultra-affluent clients and family offices -- Domestic and international equity -- Domestic and international bonds -- Private equity -- Hedge funds -- Real assets -- Selecting an advisor -- Selecting a custodian and investment vehicle structure -- Considerations for creating a family office -- Wealth transfer planning -- Concentrated equity reisk management -- Family governance -- Risk management and asset protection -- Philanthropy -- Multigenerational asset allocation strategies. |
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Sommario/riassunto |
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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 |
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