By Michael M. Pompian
A well timed consultant for monetary execs trying to faucet into the profitable international of the ultra-affluent
The extremely affluent–defined right here as these having $50 million or extra in liquid assets–are an elite type who count on their monetary advisors not to basically look after and develop their resources, but in addition aid them with "soft" matters equivalent to philanthropy and relations governance. one of many greatest components to good fortune during this box is the connection among the buyer and the consultant. In Advising Ultra-Affluent consumers and relatives Offices, writer and practising funding advisor Michael Pompian offers a realistic creation to who the ultra-affluent truly are and divulges what it takes to construct and retain a superb dating with them. full of in-depth insights and specialist recommendation, this precise source deals precious details on concerns that each consultant to the ultra-affluent needs to be commonplace with.
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