By Michael M. Pompian
The extremely affluent–defined right here as these having $50 million or extra in liquid assets–are an elite category who count on their monetary advisors not to basically defend and develop their resources, but additionally aid them with "soft" matters similar to philanthropy and family members governance. one of many largest components to luck during this box is the connection among the buyer and the consultant. In Advising Ultra-Affluent consumers and family members Offices, writer and working towards funding advisor Michael Pompian offers a realistic advent to who the ultra-affluent truly are and divulges what it takes to construct and continue a fantastic courting with them. jam-packed with in-depth insights and professional suggestion, this exact source bargains beneficial info on matters that each consultant to the ultra-affluent needs to be commonplace with.
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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) by Michael M. Pompian