Advising ultra-affluent clients and family offices / (Record no. 52701)

MARC details
000 -LEADER
fixed length control field 01689nam a2200277 a 4500
001 - CONTROL NUMBER
control field vtls000044583
003 - CONTROL NUMBER IDENTIFIER
control field KUKTEM
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20251117150148.0
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 090917t2009 njua f b 001 0 eng d
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9780470282311
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 0470282312
039 #9 - LEVEL OF BIBLIOGRAPHIC CONTROL AND CODING DETAIL [OBSOLETE]
Level of rules in bibliographic description 201107132333
Level of effort used to assign nonsubject heading access points VLOAD
Level of effort used to assign subject headings 201007091140
Level of effort used to assign classification jamie
-- 200909171448
-- nadia
040 ## - CATALOGING SOURCE
Original cataloging agency UMP
090 ## - LOCALLY ASSIGNED LC-TYPE CALL NUMBER (OCLC); LOCAL CALL NUMBER (RLIN)
Classification number (OCLC) (R) ; Classification number, CALL (RLIN) (NR) HT635 .P66 2009
100 1# - MAIN ENTRY--PERSONAL NAME
Personal name Pompian, Michael M.
245 10 - TITLE STATEMENT
Title Advising ultra-affluent clients and family offices /
Statement of responsibility, etc. Michael M. Pompian
260 ## - PUBLICATION, DISTRIBUTION, ETC.
Place of publication, distribution, etc. Hoboken, N.J. :
Name of publisher, distributor, etc. Wiley,
Date of publication, distribution, etc. c2009
300 ## - PHYSICAL DESCRIPTION
Extent xviii, 392 p. :
Other physical details ill. ;
Dimensions 24 cm.
490 1# - SERIES STATEMENT
Series statement Wiley finance
504 ## - BIBLIOGRAPHY, ETC. NOTE
Bibliography, etc. note Includes bibliographical references and index
505 0# - FORMATTED CONTENTS NOTE
Formatted contents note 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
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Rich people
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Investments
General subdivision Decision making
830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE
Uniform title Wiley finance
Holdings
Withdrawn status Lost status Damaged status Not for loan Home library Current library Date acquired Cost, normal purchase price Total checkouts Full call number Barcode Date last seen Copy number Cost, replacement price Price effective from Koha item type
  Not lost     UMPLIB GAMBANG UMPLIB GAMBANG 04/09/2019 232.86   HT635 .P66 2009 0000047370 04/09/2019 1 232.86 04/09/2019 Open Shelf

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