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Advising the Ultra-Wealthy : A Guide for Practitioners | 1st edition

by Gregory Curtis

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Fakta

Publisher Springer Nature
Language English
Book type Hardcover
Utgiven 2020-12-20
Edition 1
Pages 128
ISBN 9783030576042
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Description

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

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