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portada Advising the Ultra-Wealthy: A Guide for Practitioners
Advising the Ultra-Wealthy: A Guide for Practitioners Advising the Ultra-Wealthy: A Guide for Practitioners
Type
Physical Book
Author
Publisher
Year
2020
Language
English
Pages
128
Format
Hardcover
Dimensions
23.9 x 19.6 x 1.3 cm
Weight
0.36 kg.
ISBN13
9783030576042
Edition No.
1
Categories

Advising the Ultra-Wealthy: A Guide for Practitioners

Gregory Curtis (Author) · Palgrave MacMillan · Hardcover

Advising the Ultra-Wealthy: A Guide for Practitioners - Curtis, Gregory

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Synopsis "Advising the Ultra-Wealthy: A Guide for Practitioners "

Discusses the differences between wealthy families and institutions, and entrepreneurs and inheritorsCovers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluating money managers, and assessing portfolio performanceHighlights the recurring mistakes family investors makeAppeals to entry-level and mid-level financial professionals who wish to advise ultra-wealthy families

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