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Advising Ultra-Affluent Clients and Family Offices
<b>A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent</b> <br />The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their asset…
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Advising Ultra-Affluent Clients and Family Offices
<b>A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent</b> <br />The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their asset…
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Advising Ultra-Affluent Clients and Family Offices
<b>A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent</b> <br />The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their asset…
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14- titleAdvising Ultra-Affluent Clients and Family Offices by Michael M. Pompian on Apple Books
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36- https://books.apple.com/us/author/michael-m-pompian/id360875653
- https://books.apple.com/us/book/a-primer-for-investment-trustees-understanding/id1301539825
- https://books.apple.com/us/book/a-primer-for-investment-trustees/id422587221
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