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Advising ultra-affluent clients and family offices /

by Pompian, Michael M.,
Series: Wiley finance series Published by : Wiley, (Hoboken, N.J :) Physical details: xviii, 392 p. : ill. ; 24 cm. ISBN: 0470282312 Subject(s): Rich people. | Investments %Decision making. Year: 2009
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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.

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