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.
OBNB doesn't sell books, but you may be able to find a copy at one of these websites:
Advising ultra-affluent clients and family offices by Michael M. Pompian. ISBN 9780470282311. Published by Wiley in 2009. Publication and catalogue information, links to buy online and reader comments.
