-61%
Add to Wishlist
Michael Pompian - Advising Ultra-Affluent Clients and Family Offices

Michael Pompian – Advising Ultra-Affluent Clients and Family Offices

Original price was: $54.00.Current price is: $21.00.

Digital Download: You will receive a download link via your order email after successful payment.

A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent. The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets…

Use the 25% Coupon Code: Sale25 

Category: Tags: , ,

Advising Ultra-Affluent Clients and Family Offices

A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent

The ultra affluent–defined here as those having $50 million or more in liquid assets–are 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 Advising Ultra-Affluent Clients and Family Offices, 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.

About the Author

MICHAEL M. POMPIAN, CFA, CFP, is the director of the Private Wealth Consulting Group for Hammond Associates—based in St. Louis, Missouri—which consults to over $55 billion. He works with some of the largest family offices in the United States. Prior to joining Hammond Associates, Pompian was a wealth management adviser with Merrill Lynch, a private banker with PNC Private Bank, and served on the investment staff of a family office. He earned an MBA from Tulane University and holds a BS in management from the University of New Hampshire. Pompian is a member of CFA Institute and the New York Society of Securities Analysts. He is also the author of Behavioral Finance and Wealth Management (Wiley & Sons). Pompian is married with three sons and can be reached at [email protected].

Product Details:

Format: Ebook (PDF)
Length: 415 Pages
Language: English
published: 2009

Get download Michael Pompian – Advising Ultra-Affluent Clients and Family Offices at IMC.sale today!

Salepage: https://www.wiley.com/en-us/Advising+Ultra+Affluent+Clients+and+Family+Offices+-p-9780470483503
Archive: https://archive.ph/wip/2QA1t

Delivery Method

– After your purchase, you’ll see a View your orders link which goes to the Downloads page. Here, you can download all the files associated with your order.
– Downloads are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from IMC.sale.
– Since it is a digital copy, our suggestion is to download and save it to your hard drive. In case the link is broken for any reason, please contact us and we will resend the new download link.
– If you cannot find the download link, please don’t worry about that. We will update and notify you as soon as possible at 8:00 AM – 8:00 PM (UTC+8).

Thank You For Shopping With Us!

7 reviews for Michael Pompian – Advising Ultra-Affluent Clients and Family Offices

There are no reviews yet.

Be the first to review “Michael Pompian – Advising Ultra-Affluent Clients and Family Offices”

Michael Pompian - Advising Ultra-Affluent Clients and Family Offices
Michael Pompian – Advising Ultra-Affluent Clients and Family Offices

Use the 25% Coupon Code: Sale25