01689nam a2200277 a 4500 vtls000044583 KUKTEM 20251117150148.0 090917t2009 njua f b 001 0 eng d 9780470282311 0470282312 201107132333 VLOAD 201007091140 jamie 200909171448 nadia UMP HT635 .P66 2009 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 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 Rich people Investments Decision making Wiley finance 0 0 0 0 10000 10000 2019-09-04 232.86 0 HT635 .P66 2009 0000047370 2019-09-04 00:00:00 1 232.86 2019-09-04 OPEN VIRTUA40 52701 52707 VTLSSORT0080*0200*0201*0400*0900*1000*2450*2600*3000*4900*5040*5050*6500*6501*8300*9991