||0 of 11 people found the following review helpful.| CFP|By V. J. Lloyd|This book helps keep up with the lastest Topics. A must for a practicing CFP. Worth it in every way!!|From the Inside Flap||Despite the downturn in financial markets, there are still a large number of ultra-affluent individuals and families across the globe. And in light of recent events, these clients-defined here as those having $50 million or more in liquid
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 to success in this field is the relationship between t...
[PDF.gv58] Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) Rating: 3.57 (589 Votes)
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