Advising Ultra-Affluent Clients and Family Offices (Wiley Finance #459) (Hardcover)

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Description


A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent

The ultra affluent-defined here as those having $50 million or more in liquid assets-are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with soft issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.

About the Author


MICHAEL M. POMPIAN, CFA, CFP, is the director of the Private Wealth Consulting Group for Hammond Associates--based in St. Louis, Missouri--which consults to over $55 billion. He works with some of the largest family offices in the United States. Prior to joining Hammond Associates, Pompian was a wealth management adviser with Merrill Lynch, a private banker with PNC Private Bank, and served on the investment staff of a family office. He earned an MBA from Tulane University and holds a BS in management from the University of New Hampshire. Pompian is a member of CFA Institute and the New York Society of Securities Analysts. He is also the author of Behavioral Finance and Wealth Management (Wiley & Sons). Pompian is married with three sons and can be reached at mpompian@haifc.com.
Product Details
ISBN: 9780470282311
ISBN-10: 0470282312
Publisher: Wiley
Publication Date: May 1st, 2009
Pages: 416
Language: English
Series: Wiley Finance