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Advising the Ultra-Wealthy: A Guide for Practitioners
Gregory Curtis
(Autor)
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Palgrave MacMillan
· Tapa Blanda
Advising the Ultra-Wealthy: A Guide for Practitioners - Curtis, Gregory
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Reseña del libro "Advising the Ultra-Wealthy: A Guide for Practitioners"
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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