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Advising the Ultra-Wealthy: A Guide for Practitioners
Paperback
Business GeneralInvesting & Finance
ISBN13: 9783030576073
Publisher: Palgrave MacMillan
Published: Nov 28 2021
Pages: 128
Weight: 0.47
Height: 0.31 Width: 6.14 Depth: 9.21
Language: English
Discusses the differences between wealthy families and institutions, and entrepreneurs and inheritors
Covers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluating money managers, and assessing portfolio performance
Highlights the recurring mistakes family investors make
Appeals to entry-level and mid-level financial professionals who wish to advise ultra-wealthy families
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