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Michael M.
Advising Ultra-Affluent Clients and Family Offices
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4285041Advising Ultra-Affluent Clients and Family Officeshttps://www.gandhi.com.mx/advising-ultra-affluent-clients-and-family-offices-9780470483503/phttps://gandhi.vtexassets.com/arquivos/ids/3924812/fc95cdbd-2554-4ac2-a96a-5c01a12e32c0.jpg?v=63838608388647000012851785MXNWileyInStock/Ebooks/<p><strong>A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent</strong></p><p>The ultra affluentdefined here as those having 50 million or more in liquid assetsare 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 <em>Advising Ultra-Affluent Clients and Family Offices</em>, 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.</p>...4220990Advising Ultra-Affluent Clients and Family Offices12851785https://www.gandhi.com.mx/advising-ultra-affluent-clients-and-family-offices-9780470483503/phttps://gandhi.vtexassets.com/arquivos/ids/3924812/fc95cdbd-2554-4ac2-a96a-5c01a12e32c0.jpg?v=638386083886470000InStockMXN99999DIEbook20099780470483503_W3siaWQiOiI4MzBjYTJkZS00ZWI0LTRhNTYtOTg2Mi1lMWIzMjY2YTU0NDYiLCJsaXN0UHJpY2UiOjE3ODUsImRpc2NvdW50Ijo1MDAsInNlbGxpbmdQcmljZSI6MTI4NSwiaW5jbHVkZXNUYXgiOnRydWUsInByaWNlVHlwZSI6Ildob2xlc2FsZSIsImN1cnJlbmN5IjoiTVhOIiwiZnJvbSI6IjIwMjQtMDktMThUMTA6MDA6MDBaIiwicmVnaW9uIjoiTVgiLCJpc1ByZW9yZGVyIjpmYWxzZX1d9780470483503_<p><strong>A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent</strong></p><p>The ultra affluentdefined here as those having 50 million or more in liquid assetsare 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 <em>Advising Ultra-Affluent Clients and Family Offices</em>, 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.</p>...(*_*)9780470483503_<p><strong>A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent</strong></p><p>The ultra affluentdefined here as those having 50 million or more in liquid assetsare 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 <em>Advising Ultra-Affluent Clients and Family Offices</em>, 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.</p>...9780470483503_Wileylibro_electonico_d1d708fb-249a-45cd-8f66-75004178ec62_9780470483503;9780470483503_9780470483503Michael M.InglésMéxicohttps://getbook.kobo.com/koboid-prod-public/wiley-epub-0c85457b-0f91-4033-83c8-61653de396aa.epub2009-04-22T00:00:00+00:00Wiley