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

By Michael M. Pompian

A well timed advisor 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 classification who anticipate their monetary advisors not to in simple terms defend and develop their resources, but additionally aid them with "soft" concerns similar to philanthropy and family members governance. one of many largest elements to good fortune during this box is the connection among the customer and the consultant. In Advising Ultra-Affluent consumers and relations Offices, writer and training funding advisor Michael Pompian offers a realistic creation to who the ultra-affluent really are and divulges what it takes to construct and keep a pretty good courting with them. full of in-depth insights and specialist suggestion, this exact source deals useful info on concerns that each consultant to the ultra-affluent needs to be generic with.

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