Advising Ultra-Affluent Clients and Family Offices
Available
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, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors t...
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E-book
epub
Price
73.00 £
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, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors t...
Read more
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