TY  - BOOK
AU  - Pompian,Michael M.
TI  - Advising ultra-affluent clients and family offices
T2  - Wiley finance
SN  - 9780470282311
PY  - 2009///
CY  - Hoboken, N.J.
PB  - Wiley
KW  - Rich people
KW  - Investments
KW  - Decision making
N1  - 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
ER  -