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Advising Ultra-Affluent Clients and Family Offices

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Advising Ultra-Affluent Clients and Family Offices Synopsis

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.

About This Edition

ISBN: 9780470282311
Publication date:
Author: Michael M Pompian
Publisher: John Wiley & Sons, Inc. an imprint of Wiley
Format: Hardback
Pagination: 392 pages
Series: Wiley Finance
Genres: Finance and accounting