Extent: | xviii, 392 p ill 24 cm |
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Series: | |
Type of publication: | Book / Working Paper |
Type of publication (narrower categories): | Handbuch ; Handbook |
Language: | English |
Notes: | Includes bibliographical references (p. 377-385) and index 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. |
ISBN: | 978-0-470-28231-1 ; 0-470-28231-2 |
Source: | ECONIS - Online Catalogue of the ZBW |
Persistent link: https://www.econbiz.de/10009311190