Advising the Ultra-Wealthy: A Guide for Practitioners

by Gregory Curtis

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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"

Related Subjects

Business Business & Investing Economics

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Advising the Ultra-Wealthy: A Guide for Practitioners

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