Advising ultra-affluent clients and family offices /
Pompian, Michael M.
Advising ultra-affluent clients and family offices / Michael M. Pompian - Hoboken, N.J. : Wiley, c2009 - xviii, 392 p. : ill. ; 24 cm. - Wiley finance . - Wiley finance .
Includes bibliographical references 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
9780470282311 0470282312
Rich people
Investments--Decision making
Advising ultra-affluent clients and family offices / Michael M. Pompian - Hoboken, N.J. : Wiley, c2009 - xviii, 392 p. : ill. ; 24 cm. - Wiley finance . - Wiley finance .
Includes bibliographical references 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
9780470282311 0470282312
Rich people
Investments--Decision making