Advising Ultra-Affluent Clients and Family Offices

Know about the book -

Advising Ultra-Affluent Clients and Family Offices is written by Michael M. Pompian and published by John Wiley and Sons. It's available with International Standard Book Number or ISBN identification 0470483504 (ISBN 10) and 9780470483503 (ISBN 13).

A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.