Library of American University of Madaba
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Pompian, Michael M., 1963-
Advising ultra-affluent clients and family offices / Michael M. Pompian. - Hoboken, N.J : Wiley, 2009. - xviii, 392 p. : ill. ; 24 cm. - Wiley finance series .
Includes bibliographical references (p. 377-385) and index.
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.
9780470282311 (cloth) 0470282312 (cloth)
Rich people.
Investments--Decision making.
HT635
305.5234 / P789
Advising ultra-affluent clients and family offices / Michael M. Pompian. - Hoboken, N.J : Wiley, 2009. - xviii, 392 p. : ill. ; 24 cm. - Wiley finance series .
Includes bibliographical references (p. 377-385) and index.
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.
9780470282311 (cloth) 0470282312 (cloth)
Rich people.
Investments--Decision making.
HT635
305.5234 / P789