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This book is a guide for financial professionals aiming to advise the “ultra-affluent” — defined here as individuals with around US $50 million or more in liquid assets. Wiley-VCH It explores who these clients are, how to build and maintain advisor-client relationships in this segment, covers investment strategies tailored to ultra-affluent clients, discusses family offices, wealth transfer, governance, philanthropy and non-investment issues important to multigenerational affluent families.

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245: $a: Advising Ultra-Affluent Clients and Family Offices (Wiley Finance)
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100: $a: Michael M. Pompian
650: $a: Finance / Wealth Management / Business & Economics
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250: $c: 2009
020: $a: 978-0-470-28231-1
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