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010   $a0-470-48349-0
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100   $a20090109d2009      uy             0
101 0 $aeng
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181   $ctxt
182   $cc
183   $acr
200 10$aAdvising ultra-affluent clients and family offices$b[electronic resource] /$fMichael M. Pompian
210   $aHoboken, N.J. $cWiley$dc2009
215   $a1 online resource (415 p.)
225 1 $aWiley finance
300   $aDescription based upon print version of record.
311   $a0-470-28231-2 
320   $aIncludes bibliographical references (p. 377-385) and index.
327   $aWho 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.
330   $aA timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent-defined here as those having 50 million or more in liquid assets-are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with ""soft"" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Mich
410  0$aWiley finance series.
606   $aRich people
606   $aInvestments$xDecision making
608   $aElectronic books.
615  0$aRich people.
615  0$aInvestments$xDecision making.
676   $a305.5/234
676   $a332
700   $aPompian$b Michael M.$f1963-$0885892
801  0$bMiAaPQ
801  1$bMiAaPQ
801  2$bMiAaPQ
906   $aBOOK
912   $a9910140590803321
996   $aAdvising ultra-affluent clients and family offices$91978083
997   $aUNINA