عنوان

Advising ultra-affluent clients and family offices /

شابک

0470483490

شابک

0470483504

شابک

0470483768

شابک

1118267850

شابک

1282682598

شابک

9780470483497

شابک

9780470483503

شابک

9780470483763

شابک

9781118267851

شابک

9781282682597

شابک اشتباه

0470282312

شابک اشتباه

9780470282311

شماره

b712339

شماره ناشر

EB00061211

منبع

Recorded Books

عنوان اصلي

Advising ultra-affluent clients and family offices /

نام عام مواد

[Book]

نام نخستين پديدآور

Michael M. Pompian.

محل نشرو پخش و غیره

Hoboken, N.J. :

نام ناشر، پخش کننده و غيره

Wiley,

تاریخ نشرو بخش و غیره

©2009.

نام خاص و کميت اثر

1 online resource (xviii, 392 pages) :

ساير جزييات

illustrations

عنوان فروست

Wiley finance

عنوان فروست

Wiley finance series

متن يادداشت

Includes bibliographical references (pages 377-385) and index.

متن يادداشت

Who are the ultra-affluent? -- Understanding the mindset of the ultra-affluent client -- Wealth attitudes, aspirations, and investor behavior of ultra-affluent clients -- Noninvestment best practices -- Practices of the best investment organizations -- Asset allocation considerations for ultra-affluent clients and family offices -- Domestic and international equity -- Domestic and international bonds -- Private equity -- Hedge funds -- Real assets -- Selecting an advisor -- Selecting a custodian and investment vehicle structure -- Considerations for creating a family office -- Wealth transfer planning -- Concentrated equity reisk management -- Family governance -- Risk management and asset protection -- Philanthropy -- Multigenerational asset allocation strategies.

بدون عنوان

0

متن يادداشت

BA timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent/b 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 iAdvising Ultra-Affluent Clients and Family Offices/i, 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.

منبع سفارش / آدرس اشتراک

OverDrive, Inc.

منبع سفارش / آدرس اشتراک

OverDrive, Inc.

شماره انبار

20DDCA81-16CD-4101-BDD2-F2CEE5699A62

عنوان

Advising ultra-affluent clients and family offices.

شماره استاندارد بين المللي کتاب و موسيقي

0470282312

موضوع مستند نشده

Investments-- Decision making.

موضوع مستند نشده

Rich people.

موضوع مستند نشده

Investments-- Decision making.

موضوع مستند نشده

Rich people.

موضوع مستند نشده

SOCIAL SCIENCE-- Social Classes.

موضوع مستند نشده

KFF, KNST

موضوع مستند نشده

SOC-- 050000

شماره

ويراست

شماره رده

نشانه اثر

مستند نام اشخاص تاييد نشده

Pompian, Michael M.,1963-

تاريخ عمليات

20201208025257.0

قواعد فهرست نويسي ( بخش توصيفي )

pn

نام الکترونيکي

نوع ماده

[Book]

تكميل شده

Y