Advising Ultra-Affluent Clients and Family Offices

Advising Ultra-Affluent Clients and Family Offices Synopsis

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 "e;soft"e; 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.