Pompian Advising Ultra-Affluent Clients and Family Offices

1. Auflage 2009
ISBN: 978-0-470-48350-3
Verlag: John Wiley & Sons
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 416 Seiten, E-Book

Reihe: Wiley Finance Editions

A timely guide for financial professionals looking to tap intothe lucrative world of the ultra-affluent
The ultra affluent-defined here as those having $50million or more in liquid assets-are an elite class whoexpect their financial advisors to not only preserve and grow theirassets, but also help them with "soft" issues such as philanthropyand family governance. One of the biggest factors to success inthis field is the relationship between the client and the advisor.In Advising Ultra-Affluent Clients and Family Offices,author and practicing investment consultant Michael Pompianprovides a practical introduction to who the ultra-affluentactually are and reveals what it takes to build and maintain asolid relationship with them. Filled with in-depth insights andexpert advice, this unique resource offers valuable information onissues that every advisor to the ultra-affluent must be familiarwith.

Autoren/Hrsg.

Pompian, Michael

Pompian, Michael M.

Über Autor(innen)

Michael M. Pompian, CFA, CFP, is the director of the PrivateWealth Consulting Group for Hammond Associates-based in St. Louis,Missouri-which consults to over $55 billion. He works with some ofthe largest family offices in the United States. Prior to joiningHammond Associates, Pompian was a wealth management adviser withMerrill Lynch, a private banker with PNC Private Bank, and servedon the investment staff of a family office. He earned an MBA fromTulane University and holds a BS in management from the Universityof New Hampshire. Pompian is a member of CFA Institute and the NewYork Society of Securities Analysts. He is also the author ofBehavioral Finance and Wealth Management (Wiley & Sons).Pompian is married with three sons and can be reached [e-mail].