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| 003 | KUKTEM | ||
| 005 | 20251117150148.0 | ||
| 008 | 090917t2009 njua f b 001 0 eng d | ||
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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 |
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