Advising ultra-affluent clients and family offices /

Bibliographic Details
Main Author: Pompian, Michael M., 1963-
Format: Book
Language:English
Published: Hoboken, N.J. : Wiley, [2009]
Series:Wiley finance series.
Subjects:

MARC

Tag First Indicator Second Indicator Subfields
LEADER 00000cam a22000004a 4500
001 in00002465113
005 20151110114407.0
008 090109s2009 njua b 001 0 eng
010 |a  2008051561 
015 |a GBA917381  |2 bnb 
016 7 |a 014909068  |2 Uk 
020 |a 9780470282311 (cloth) 
020 |a 0470282312 (cloth) 
035 |a (OCoLC)ocn300705635 
035 |a (OCoLC)300705635 
040 |a DLC  |c DLC  |d UKM  |d YDXCP  |d C#P  |d UtOrBLW 
049 |a TXAM 
050 0 0 |a HT635  |b .P66 2009 
082 0 0 |a 305.5/234  |2 22 
100 1 |a Pompian, Michael M.,  |d 1963- 
245 1 0 |a Advising ultra-affluent clients and family offices /  |c Michael M. Pompian. 
264 1 |a Hoboken, N.J. :  |b Wiley,  |c [2009] 
264 4 |c ©2009 
300 |a xviii, 392 pages :  |b illustrations ;  |c 24 cm. 
336 |a text  |b txt  |2 rdacontent 
337 |a unmediated  |b n  |2 rdamedia 
338 |a volume  |b nc  |2 rdacarrier 
490 1 |a [Wiley finance] 
504 |a Includes bibliographical references (pages 377-385) and index. 
505 0 |a 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. 
650 0 |a Rich people. 
650 0 |a Investments  |x Decision making. 
830 0 |a Wiley finance series. 
938 |a YBP Library Services  |b YANK  |n 2973321 
945 |a PromptCat  |b 708775 
946 |a stk 
947 |a A14839862282 
994 |a 92  |b TXA 
948 |a cataloged  |b h  |d 2009/5/28  |h c  |e asalazar  |f 3:38:00 pm 
999 |a MARS 
999 f f |s f1dc1e0f-0e62-3b40-99ca-618d67c90051  |i d809567f-30b4-3e79-a11c-bba077d18915  |t 0 
952 f f |p ric  |a Texas A&M University  |b Rellis Campus  |c Joint Library Facility  |d Remote Storage  |t 0  |e HT635 .P66 2009  |h Library of Congress classification  |i unmediated -- volume  |m A14839862282 
998 f f |a HT635 .P66 2009  |t 0  |l Remote Storage