Michael Pompian – Advising Ultra-Affluent Clients and Family Offices
Michael Pompian – Advising Ultra-Affluent Clients and Family Offices
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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…
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Description
Advising Ultra-Affluent Clients and Family Offices
The ultra affluent, who have $50 million or more in liquid assets, expect their financial advisors to not only preserve and grow their assets, but also help them with soft issues such as philanthropy and family governance. The relationship between the client and the advisor is one of the most important factors to success in this field. In. Advising wealthy clients. Michael Pompian provides 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 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.
About the Author
POMPIAN IS A CERTIFIED FINANCIAL PLANE. The director of the Private Wealth consulting group is based in St. Louis, Missouri. He is employed by some of the largest family offices in the United States. Pompian served on the investment staff of a family office and was a wealth management adviser with Merrill Lynch. He graduated from the University of New Hampshire with a BS in management. Pompian is a member of the New York Society of Securities Analysts. He is an author. Wealth management and behavioral finance. The book is byWiley & Sons. Pompian has three sons and can be reached at support@nextskillup.com
Product Details:
The ebook is in the PDF format. 410 pages is the length. The language is English. It was published in 2009.
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