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Advising ultra-affluent clients and family offices / (Record no. 5643)

000 -LEADER
fixed length control field 01545cam a2200241 a 4500
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20191121100600.0
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 130520s2009 njua b 001 0 eng
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9780470282311 (cloth)
International Standard Book Number 0470282312 (cloth)
041 ## - Language
Language code of text/sound track or separate title eng
050 00 - LIBRARY OF CONGRESS CALL NUMBER
Classification number HT635
082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER
Classification number 305.5234
Edition number 22
Item number P789
100 1# - MAIN ENTRY--PERSONAL NAME
Personal name Pompian, Michael M.,
Dates associated with a name 1963-
9 (RLIN) 28531
245 10 - IMMEDIATE SOURCE OF ACQUISITION NOTE
Title Advising ultra-affluent clients and family offices /
Statement of responsibility, etc Michael M. Pompian.
260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT)
Place of publication, distribution, etc Hoboken, N.J :
Name of publisher, distributor, etc Wiley,
Date of publication, distribution, etc 2009.
300 ## - PHYSICAL DESCRIPTION
Extent xviii, 392 p. :
Other physical details ill. ;
Dimensions 24 cm.
440 #0 - SERIES STATEMENT/ADDED ENTRY--TITLE
9 (RLIN) 17555
Title Wiley finance series
504 ## - BIBLIOGRAPHY, ETC. NOTE
Bibliography, etc Includes bibliographical references (p. 377-385) and index.
505 0# - FORMATTED CONTENTS NOTE
Formatted contents note 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.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name as entry element Rich people.
9 (RLIN) 32162
Topical term or geographic name as entry element Investments
General subdivision Decision making.
9 (RLIN) 14001
942 ## - ADDED ENTRY ELEMENTS (KOHA)
Source of classification or shelving scheme
Item type Book
Copies
Price effective from Permanent location Date last seen Not for loan Date acquired Source of classification or shelving scheme Koha item type Lost status Cost, normal purchase price Withdrawn status Source of acquisition Cost, replacement price Damaged status Barcode Current location Public note Full call number
2012-06-21AUM Main Library2013-05-20 2013-05-20 Book 60.35 Jordan Book center42.25 AUM-001087AUM Main LibraryJBC/2012/6152305.5234 P789

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