Advising Ultra-Affluent

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• Product ID: U89581327

Advising Ultra-Affluent

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• Product ID: U89581327

Package Size

23.2cm x 16.4cm x 3.8cm

Gross Weight

616g

Author

Michael M. Pompian

Format

Hardback

Pages

392

Width

164.00 mm

Height

232.00 mm

Thickness

38.00 mm

ISBN

9780470282311

ISBN10

0470282312

BIC Subject Category

KNST

Dewey

332

Nielsen BookScan Product Class

S4.9

BIC Subject Category

KFF

Publisher

John Wiley and Sons Ltd

Publication date

10 June 2009

Country

United Kingdom

City

Chichester

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Add to Cart Advising Ultra-Affluent Clients and Family Offices by Michael M. Pompian (Hardback)

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FAQ

About this book, the "Advising Ultra-Affluent" author(s):

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 mpompian@haifc.com.

Description

A guide suitable for financial professionals looking to tap into the lucrative world of the ultra-affluent. It 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. http://www.dropshippers.co.za/

This is 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.. http://www.dropshippers.co.za/

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