| Description |
xviii, 392 pages : illustrations ; 24 cm |
| Series |
Wiley finance |
|
Wiley finance series.
|
| Contents |
Who are the ultra-affluent? -- Understanding the mindset of the ultra-affluent client -- Wealth attitudes, aspirations, and investor behavior of ultra-affluent clients -- Noninvestment best practices -- Practices of the best investment organizations -- Asset allocation considerations for ultra-affluent clients and family offices -- Domestic and international equity -- Domestic and international bonds -- Private equity -- Hedge funds -- Real assets -- Selecting an advisor -- Selecting a custodian and investment vehicle structure -- Considerations for creating a family office -- Wealth transfer planning -- Concentrated equity reisk management -- Family governance -- Risk management and asset protection -- Philanthropy -- Multigenerational asset allocation strategies |
| Notes |
Formerly CIP. Uk |
| Bibliography |
Includes bibliographical references (pages 377-385) and index |
| Subject |
Investments -- Decision making.
|
|
Rich people.
|
| LC no. |
2008051561 |
| ISBN |
0470282312 (cloth) |
|
9780470282311 (cloth) |
|
