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Advising ultra-affluent clients and family offices /

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