01436nam a2200229 a 4500001001400000003000700014005001700021008004100038020001800079020001500097040000800112100002400120245007700144260003500221300003600256490001800292504005000310505077900360650001601139650003301155830001801188vtls000044583KUKTEM20251117150148.0090917t2009    njua   f b    001 0 eng d  a9780470282311  a0470282312  aUMP1 aPompian, Michael M.10aAdvising ultra-affluent clients and family offices /cMichael M. Pompian  aHoboken, N.J. :bWiley,cc2009  axviii, 392 p. :bill. ;c24 cm.1 aWiley finance  aIncludes bibliographical references and index0 aWho 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 0aRich people 0aInvestmentsxDecision making 0aWiley finance