Download Advising Ultra-Affluent Clients and Family Offices (Wiley by Michael M. Pompian PDF

By Michael M. Pompian

A well timed consultant for monetary execs seeking to faucet into the profitable international of the ultra-affluent

The extremely affluent–defined right here as these having $50 million or extra in liquid assets–are an elite type who count on their monetary advisors not to merely defend and develop their resources, but in addition support them with "soft" matters similar to philanthropy and family members governance. one of many largest components to luck during this box is the connection among the buyer and the consultant. In Advising Ultra-Affluent consumers and relations Offices, writer and practising funding advisor Michael Pompian presents a pragmatic advent to who the ultra-affluent truly are and divulges what it takes to construct and retain a superior courting with them. full of in-depth insights and professional suggestion, this special source deals important details on matters that each consultant to the ultra-affluent has to be general with.

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