Advising the Ultra-Wealthy: A Guide for Practitioners

by Gregory Curtis

Book Overview

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

• Format: Paperback
• Language: English
• ISBN: 3030576078
• ISBN13: 9783030576073
• Release Date: November 2021
• Publisher: Palgrave MacMillan
• Length: 128 Pages
• Weight: 0.47 lbs.
• Dimensions: 0.3" x 6.1" x 9.2"