Advising the ultra-wealthy : a guide for practitioners / / Gregory Curtis |
Autore | Curtis Gregory <1947-> |
Edizione | [1st ed. 2020.] |
Pubbl/distr/stampa | Cham, Switzerland : , : Palgrave Macmillan, , [2020] |
Descrizione fisica | 1 online resource (XVI, 128 p.) |
Disciplina | 336.20086210973 |
Soggetto topico |
Financial security
Rich people |
ISBN | 3-030-57605-1 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Chapter 1: Ultra-Wealthy Families and Their Financial Advisors -- Chapter 2: How Families Get Rich (and Why It Matters to You) -- Chapter 3: Differences Between Wealthy Families and Institutions -- Chapter 4: Building an Ultra-Wealthy Family Client Base -- Chapter 5: A Wealthy Family’s Many Advisors -- Chapter 6: Policy Statements for Wealthy Families -- Chapter 7: Evaluating Money Managers for Family Portfolios -- Chapter 8: On Governance: Decision-making in Families -- Chapter 9: Family Philanthropy -- Chapter 10: They’re Selling the Family Company: Now What? -- Chapter 11: What Is the Wealth For? -- Chapter 12: Socially Responsible Investing -- Chapter 13: Trusts and Estate Planning -- Chapter 14: Strengthening Your Existing Knowledge -- Chapter 15: Miscellaneous Issues that Affect the Ultra-Wealthy. |
Record Nr. | UNINA-9910427036003321 |
Curtis Gregory <1947-> | ||
Cham, Switzerland : , : Palgrave Macmillan, , [2020] | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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Advising ultra-affluent clients and family offices [[electronic resource] /] / Michael M. Pompian |
Autore | Pompian Michael M. <1963-> |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2009 |
Descrizione fisica | 1 online resource (415 p.) |
Disciplina |
305.5/234
332 |
Collana | Wiley finance |
Soggetto topico |
Rich people
Investments - Decision making |
Soggetto genere / forma | Electronic books. |
ISBN |
1-282-68259-8
9786612682599 1-118-26785-0 0-470-48349-0 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | 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. |
Record Nr. | UNINA-9910140590803321 |
Pompian Michael M. <1963-> | ||
Hoboken, N.J., : Wiley, c2009 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Advising ultra-affluent clients and family offices / / Michael M. Pompian |
Autore | Pompian Michael M. <1963-> |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2009 |
Descrizione fisica | 1 online resource (415 p.) |
Disciplina | 305.5/234 |
Collana | Wiley finance |
Soggetto topico |
Rich people
Investments - Decision making |
ISBN |
1-282-68259-8
9786612682599 1-118-26785-0 0-470-48349-0 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | 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. |
Record Nr. | UNINA-9910876916603321 |
Pompian Michael M. <1963-> | ||
Hoboken, N.J., : Wiley, c2009 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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An answer to Clemens Alexandrinus's sermon upon Quis dives salvetur? What rich man can be sav'd? [[electronic resource] ] : Proving it easie for a camel to go through the eye of a needle |
Pubbl/distr/stampa | [London?, : s.n., ca. 1690?] |
Descrizione fisica | 1 sheet ([1] p.) |
Altri autori (Persone) |
Clement, of Alexandria, Saint, |
Soggetto topico |
Wealth - Moral and ethical aspects
Rich people |
Soggetto genere / forma | Broadsides17th century.England |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNISA-996384007603316 |
[London?, : s.n., ca. 1690?] | ||
Materiale a stampa | ||
Lo trovi qui: Univ. di Salerno | ||
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The billionaire bachelor / / Jessica Lemmon |
Autore | Lemmon Jessica |
Pubbl/distr/stampa | Forever |
Soggetto topico |
Man-woman relationships
Rich people |
Soggetto genere / forma | Love stories. |
ISBN |
1-4555-6655-1
1-4555-6656-X |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910148590603321 |
Lemmon Jessica | ||
Forever | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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The billionaire next door / / Jessica Lemmon |
Autore | Lemmon Jessica |
Pubbl/distr/stampa | Forever |
Soggetto topico |
Man-woman relationships
Hotels Rich people |
Soggetto genere / forma | Love stories. |
ISBN |
1-4555-6659-4
1-4555-6660-8 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910148587503321 |
Lemmon Jessica | ||
Forever | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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Closing Costs |
Autore | Margolis Seth |
Pubbl/distr/stampa | Newburyport : , : Diversion Publishing Corp., , 2015 |
Descrizione fisica | 1 online resource (285 pages) |
Disciplina | 813/.54 |
Soggetto topico |
Women real estate agents
Real estate business Rich people |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Intro -- Closing Costs -- Copyright -- Prologue -- One -- Two -- Three -- Four -- Five -- Six -- Seven -- Eight -- Nine -- Ten -- Eleven -- Twelve -- Thirteen -- Fourteen -- Fifteen -- Sixteen -- Seventeen -- Eighteen -- Nineteen -- Twenty -- Twenty-one -- Twenty-two -- Twenty-three -- Twenty-four -- Twenty-five -- Twenty-six -- Twenty-seven -- Twenty-eight -- Twenty-nine -- Thirty -- Thirty-one -- Thirty-two -- Thirty-three -- Thirty-four -- More from Seth Margolis -- Connect with Diversion Books. |
Record Nr. | UNINA-9910149414103321 |
Margolis Seth | ||
Newburyport : , : Diversion Publishing Corp., , 2015 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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The Colonel's Dream [[electronic resource] /] / Charles W. Chesnutt ; edited by R.J. Ellis |
Autore | Chesnutt Charles W (Charles Waddell), <1858-1932, > |
Pubbl/distr/stampa | Morgantown, [West Virginia] : , : West Virginia University Press, , 2014 |
Descrizione fisica | 1 online resource (352 p.) |
Disciplina | 813.4 |
Collana | Regenerations |
Soggetto topico |
FICTION / African American / Historical
LITERARY CRITICISM / American / African American Racism Rich people Race relations City and town life Failure (Psychology) |
Soggetto genere / forma |
Psychological fiction
Electronic books. |
ISBN |
1-935978-93-4
1-935978-92-6 |
Classificazione | LIT004040FIC049040 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
""Table of Contents""; ""Introduction""; ""Editor�s Note""; ""The Colonel�s Dream""; ""Chapter I""; ""Chapter II""; ""Chapter III""; ""Chapter IV""; ""Chapter V""; ""Chapter VI""; ""Chapter VII""; ""Chapter VIII""; ""Chapter IX""; ""Chapter X""; ""Chapter XI""; ""Chapter XII""; ""Chapter XIII""; ""Chapter XIV""; ""Chapter XV""; ""Chapter XVI""; ""Chapter XVII""; ""Chapter XVIII""; ""Chapter XIX""; ""Chapter XX""; ""Chapter XXI""; ""Chapter XXII""; ""Chapter XXIII""; ""Chapter XXIV""; ""Chapter XXV""; ""Chapter XXVI""; ""Chapter XXVII""; ""Chapter XXVIII""; ""Chapter XXIX""
""Chapter XXX""""Chapter XXXI""; ""Chapter XXXII""; ""Chapter XXXIII""; ""Chapter XXXIV""; ""Chapter XXXV""; ""Chapter XXXVI""; ""Chapter XXXVII""; ""Chapter XXXVIII""; ""Chapter XXXIX""; ""Notes""; ""About the Authors"" |
Record Nr. | UNINA-9910787415603321 |
Chesnutt Charles W (Charles Waddell), <1858-1932, > | ||
Morgantown, [West Virginia] : , : West Virginia University Press, , 2014 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
The Colonel's Dream [[electronic resource] /] / Charles W. Chesnutt ; edited by R.J. Ellis |
Autore | Chesnutt Charles W (Charles Waddell), <1858-1932, > |
Pubbl/distr/stampa | Morgantown, [West Virginia] : , : West Virginia University Press, , 2014 |
Descrizione fisica | 1 online resource (352 p.) |
Disciplina | 813.4 |
Collana | Regenerations |
Soggetto topico |
FICTION / African American / Historical
LITERARY CRITICISM / American / African American Racism Rich people Race relations City and town life Failure (Psychology) |
Soggetto genere / forma |
Psychological fiction
Electronic books. |
ISBN |
1-935978-93-4
1-935978-92-6 |
Classificazione | LIT004040FIC049040 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
""Table of Contents""; ""Introduction""; ""Editor�s Note""; ""The Colonel�s Dream""; ""Chapter I""; ""Chapter II""; ""Chapter III""; ""Chapter IV""; ""Chapter V""; ""Chapter VI""; ""Chapter VII""; ""Chapter VIII""; ""Chapter IX""; ""Chapter X""; ""Chapter XI""; ""Chapter XII""; ""Chapter XIII""; ""Chapter XIV""; ""Chapter XV""; ""Chapter XVI""; ""Chapter XVII""; ""Chapter XVIII""; ""Chapter XIX""; ""Chapter XX""; ""Chapter XXI""; ""Chapter XXII""; ""Chapter XXIII""; ""Chapter XXIV""; ""Chapter XXV""; ""Chapter XXVI""; ""Chapter XXVII""; ""Chapter XXVIII""; ""Chapter XXIX""
""Chapter XXX""""Chapter XXXI""; ""Chapter XXXII""; ""Chapter XXXIII""; ""Chapter XXXIV""; ""Chapter XXXV""; ""Chapter XXXVI""; ""Chapter XXXVII""; ""Chapter XXXVIII""; ""Chapter XXXIX""; ""Notes""; ""About the Authors"" |
Record Nr. | UNINA-9910828164403321 |
Chesnutt Charles W (Charles Waddell), <1858-1932, > | ||
Morgantown, [West Virginia] : , : West Virginia University Press, , 2014 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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The geographic concentration of high-income households: 2007-2011 / / by Charles Adam Bee |
Autore | Bee C. Adam (Charles Adam) |
Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Department of Commerce, Economics and Statistics Administration, U.S. Census Bureau, , 2013 |
Descrizione fisica | 1 online resource (7 pages) : color illustrations |
Collana | American community survey briefs |
Soggetto topico |
Households - United States
Metropolitan areas - Ratings and rankings - United States Rich people - United States Households Metropolitan areas - Ratings and rankings Rich people |
Soggetto genere / forma |
Online resources.
Statistics. |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Geographic concentration of high-income households |
Record Nr. | UNINA-9910708074003321 |
Bee C. Adam (Charles Adam) | ||
[Washington, D.C.] : , : U.S. Department of Commerce, Economics and Statistics Administration, U.S. Census Bureau, , 2013 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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