Advising ultra-affluent clients and family offices
Michael M. Pompian
| Year of publication: |
c 2009
|
|---|---|
| Authors: | Pompian, Michael M. |
| Publisher: |
Hoboken, NJ [u.a.] : Wiley |
| Subject: | Anlageberatung | Financial advisors | Vermögen | Wealth | Family Office | UHNWI | HNWI |
| Description of contents: | Table of Contents [gbv.de] |
| Extent: | xviii, 392 p ill 24 cm |
|---|---|
| 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