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Advising Ultra-Affluent Clients and Family Offices
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A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent
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 assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultr...
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