Advising ultra-affluent clients and family offices / Michael M. Pompian
Material type:
TextSeries: Wiley financePublication details: Hoboken, N.J. : Wiley, c2009Description: xviii, 392 p. : ill. ; 24 cmISBN: - 9780470282311
- 0470282312
| Item type | Current library | Call number | Copy number | Status | Date due | Barcode | |
|---|---|---|---|---|---|---|---|
Open Shelf
|
UMPLIB GAMBANG | HT635 .P66 2009 (Browse shelf(Opens below)) | 1 | Available | 0000047370 |
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