Advising Ultra-Affluent Clients and Family Offices
| Autor: | Michael Pompian |
|---|---|
| EAN: | 9780470483497 |
| eBook Format: | |
| Sprache: | Englisch |
| Produktart: | eBook |
| Veröffentlichungsdatum: | 01.04.2010 |
| Kategorie: | |
| Schlagworte: | advising ultra affluent clients behavioral finance client advisor relationship executive directors at financial firms high-net-worth clients investment counseling for the affluent managing directors at brokerage firms private bankers ultra af |
60,99 €*
Versandkostenfrei
Die Verfügbarkeit wird nach ihrer Bestellung bei uns geprüft.
Bücher sind in der Regel innerhalb von 1-2 Werktagen abholbereit.
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.
Verwandte Artikel
Weitere Produkte vom selben Autor