Advising the Ultra-Wealthy (eBook, PDF)
A Guide for Practitioners
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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
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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