书目详细信息
： Advising ultra-affluent clients and family offices /
书目信息 机读格式(MARC)
| ISBN： | 9780470282311 (cloth) |
|---|---|
| ISBN： | 0470282312 (cloth) |
| 编目源： | DLC DLC UKM YDXCP C#P BWX CDX BTCTA DLC |
| 个人名称： | Pompian, Michael M.,1963- |
| 题名： | Advising ultra-affluent clients and family offices / Michael M. Pompian. |
| 索书号： | F830.59/P789E |
| 出版发行项： | Hoboken, N.J. : Wiley, c2009. |
| 载体形态： | xviii, 392 p. : ill. ; 24 cm. |
| 书目附注： | Includes bibliographical references (p. 377-385) and index. |
| 格式化内容附注： | 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. |