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

By Michael M. Pompian

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

The extremely affluent–defined the following as these having $50 million or extra in liquid assets–are an elite type who anticipate their monetary advisors not to in simple terms safeguard and develop their resources, but in addition aid them with "soft" matters similar to philanthropy and family members governance. one of many greatest elements to luck during this box is the connection among the customer and the consultant. In Advising Ultra-Affluent consumers and relatives Offices, writer and practising funding advisor Michael Pompian presents a realistic creation to who the ultra-affluent truly are and divulges what it takes to construct and retain a great dating with them. jam-packed with in-depth insights and specialist suggestion, this distinct source deals worthwhile info on concerns that each consultant to the ultra-affluent has to be general with.

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