
Advising Ultra-Affluent Clients and Family Offices
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 assets—need help on a variety of fronts. That's why author Michael Pompian, an experienced investment consultant in the private wealth arena, has created this...
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 assets—need help on a variety of fronts. That's why author Michael Pompian, an experienced investment consultant in the private wealth arena, has created this...