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portada Advising the Ultra-Wealthy: A Guide for Practitioners (in English)
Type
Physical Book
Author
Publisher
Language
Inglés
Pages
128
Format
Paperback
Dimensions
23.4 x 15.6 x 0.8 cm
Weight
0.21 kg.
ISBN13
9783030576073
Categories

Advising the Ultra-Wealthy: A Guide for Practitioners (in English)

Gregory Curtis (Author) · Palgrave MacMillan · Paperback

Advising the Ultra-Wealthy: A Guide for Practitioners (in English) - Curtis, Gregory

Physical Book

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Synopsis "Advising the Ultra-Wealthy: A Guide for Practitioners (in English)"

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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The book is written in English.

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The binding of this edition is Paperback.

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