Advising ultra-affluent clients and family offices
By: Michael M. Pompian.
Publisher: Wiley
Published: 2009
Place of publication: Hoboken, N.J
Language: eng
ISBN-13: 9780470282311
Subjects: Rich people; Investments -- Decision making
Notes: Includes bibliographical references and index.
Table of contents: title: Who are the ultra-affluent?; title: Understanding the mindset of the ultra-affluent client; title: Wealth attitudes, aspirations, and investor behavior of ultra-affluent clients; title: Non-investment best practices; title: Practices of the best investment organizations; title: Asset allocation considerations for ultra-affluent clients; title: Domestic and international equity; title: Domestic and international bonds; title: Private equity; title: Hedge funds and ultra-affluent clients; title: Real asset investing.