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040 _aUMP
090 _aHT635 .P66 2009
100 1 _aPompian, Michael M.
245 1 0 _aAdvising ultra-affluent clients and family offices /
_cMichael M. Pompian
260 _aHoboken, N.J. :
_bWiley,
_cc2009
300 _axviii, 392 p. :
_bill. ;
_c24 cm.
490 1 _aWiley finance
504 _aIncludes bibliographical references and index
505 0 _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
650 0 _aRich people
650 0 _aInvestments
_xDecision making
830 0 _aWiley finance
999 _aVIRTUA40
_c52701
_d52707
999 _aVTLSSORT0080*0200*0201*0400*0900*1000*2450*2600*3000*4900*5040*5050*6500*6501*8300*9991