By Michael M. Pompian
The extremely affluent–defined right here as these having $50 million or extra in liquid assets–are an elite classification who anticipate their monetary advisors not to in simple terms protect and develop their resources, but additionally support them with "soft" concerns similar to philanthropy and kinfolk governance. one of many largest components to luck during this box is the connection among the customer and the consultant. In Advising Ultra-Affluent consumers and kin Offices, writer and working towards funding advisor Michael Pompian presents a pragmatic advent to who the ultra-affluent really are and divulges what it takes to construct and preserve an excellent dating with them. packed with in-depth insights and professional recommendation, this certain source deals helpful info on matters that each consultant to the ultra-affluent needs to be primary with.
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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) by Michael M. Pompian