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17%OFFMichael M. Pompian - Advising Ultra-Affluent Clients and Family Offices - 9780470282311 - V9780470282311
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Advising Ultra-Affluent Clients and Family Offices

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Description for Advising Ultra-Affluent Clients and Family Offices Hardcover. * Financial planning for the ultra affluent has become an increasingly popular topic on Wall Street as more and more money advisors turn their attention to this top sector of millionaires. Series: Wiley Finance Series. Num Pages: 392 pages, Illustrations. BIC Classification: KFF; KNST. Category: (P) Professional & Vocational. Dimension: 236 x 160 x 33. Weight in Grams: 634.
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 ... Read more

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Product Details

Format
Hardback
Publication date
2009
Publisher
John Wiley and Sons Ltd United Kingdom
Number of pages
392
Condition
New
Series
Wiley Finance Series
Number of Pages
416
Place of Publication
New York, United States
ISBN
9780470282311
SKU
V9780470282311
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-50

About Michael M. Pompian
MICHAEL M. POMPIAN, CFA, CFP, is the director of the Private Wealth Consulting Group for Hammond Associates—based in St. Louis, Missouri—which consults to over $55 billion. He works with some of the largest family offices in the United States. Prior to joining Hammond Associates, Pompian was a wealth management adviser with Merrill Lynch, a private banker with PNC Private Bank, ... Read more

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