rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    title: Advising ultra-affluent clients and family offices
  name:
    name part: Pompian, Michael M.
    name part: 1963-
    role:
      role term: creator
  type of resource: text
  genre: bibliography
  origin info:
    place:
      place term: nju
    date issued: 2009
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: print
    extent: xviii, 392 pages : illustrations ; 24 cm.
  table of contents: 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.
  note: Michael M. Pompian.
  note: Includes bibliographical references (pages 377-385) and index.
  subject:
    topic: Rich people
  subject:
    topic: Investments
    topic: Decision making
  classification: HT635 .P66 2009
  classification: 305.5/234
  related item:
    title info:
      title: Wiley finance series
  identifier: 9780470282311 (cloth)
  identifier: 0470282312 (cloth)
  identifier: 2008051561
  record info:
    record content source: DLC
    record creation date: 090109
    record change date: 20151110114407.0
    record identifier: in00002465113