ADVANCED PLANNING WITH THE ULTRA-AFFLUENT: A Framework for Professional Advisers
5 Angebote vergleichen
Bester Preis: € 3,71 (vom 22.06.2017)1
Symbolbild
ADVANCED PLANNING WITH THE ULTRA-AFFLUENT: A Framework for Professional Advisers (2002)
EN US SI
ISBN: 9781893339941 bzw. 1893339947, in Englisch, New York: Institutional Investors Newsletters, 2002, gebraucht, signiert.
Lieferung aus: Vereinigte Staaten von Amerika, plus shipping.
Von Händler/Antiquariat, Blue Mountain Books & Manuscripts, Ltd.
New York: Institutional Investors Newsletters, 2002. 2002. Fine. INSCRIBED AND SIGNED BY RICHARD L. HARRIS - Octavo, red cloth in a dust wrapper. The front panel of the dust jacket is very lightly rubbed. xvii & 180 pages. Illustrated in black & white with tables & diagrams. Near fine. First edition.Inscribed in the year of publication by co-author Richard L. Harris: "4/21/02 / To George, / Who is one of the wealthiest people I know -- in friends and stuff / Richard". The book was originally published for the price of $400.00!
Von Händler/Antiquariat, Blue Mountain Books & Manuscripts, Ltd.
New York: Institutional Investors Newsletters, 2002. 2002. Fine. INSCRIBED AND SIGNED BY RICHARD L. HARRIS - Octavo, red cloth in a dust wrapper. The front panel of the dust jacket is very lightly rubbed. xvii & 180 pages. Illustrated in black & white with tables & diagrams. Near fine. First edition.Inscribed in the year of publication by co-author Richard L. Harris: "4/21/02 / To George, / Who is one of the wealthiest people I know -- in friends and stuff / Richard". The book was originally published for the price of $400.00!
2
Advanced Planning with the Ultra Affluent (2002)
EN HC US
ISBN: 9781893339941 bzw. 1893339947, in Englisch, 180 Seiten, Euromoney Institutional Investor PLC, gebundenes Buch, gebraucht.
Lieferung aus: Vereinigte Staaten von Amerika, Usually ships in 1-2 business days.
Von Händler/Antiquariat, ioweiowe57.
This book is not a "how to" guide for those looking to break into the field of advanced planning but a "what's next" manual for already successful advanced planners who want to extend existing relationships with the ultra-affluent. With an aggregate of nearly $12 billion in assets, the "ultra-affluent" - individuals who have a net worth of at least $25 million dollars - are seeking cutting-edge financial expertise. Indeed, since the Internet bubble burst, the damage inflicted on the portfolios and psyches of the very wealthy only heightened their belief in the value of professional guidance. Readers are offered a state-of-the-art perspective of the ultra-affluent - who they are and what they expect from their advisors. Also examined is the interpersonal skills, technical knowledge, and professional networks employed by leading advanced planners. The current competitive landscape is analyzed as more advisors and financial institutions make a bid for the ultra-affluent in an industry subject to ever-changing regulations and tax laws. Above all, Prince and Harris delineate the ways in which advisors can better serve and anticipate the advanced planning needs of their ultra-affluent clients. Hardcover, Label: Euromoney Institutional Investor PLC, Euromoney Institutional Investor PLC, Product group: Book, Published: 2002-01-28, Studio: Euromoney Institutional Investor PLC, Sales rank: 4121660.
Von Händler/Antiquariat, ioweiowe57.
This book is not a "how to" guide for those looking to break into the field of advanced planning but a "what's next" manual for already successful advanced planners who want to extend existing relationships with the ultra-affluent. With an aggregate of nearly $12 billion in assets, the "ultra-affluent" - individuals who have a net worth of at least $25 million dollars - are seeking cutting-edge financial expertise. Indeed, since the Internet bubble burst, the damage inflicted on the portfolios and psyches of the very wealthy only heightened their belief in the value of professional guidance. Readers are offered a state-of-the-art perspective of the ultra-affluent - who they are and what they expect from their advisors. Also examined is the interpersonal skills, technical knowledge, and professional networks employed by leading advanced planners. The current competitive landscape is analyzed as more advisors and financial institutions make a bid for the ultra-affluent in an industry subject to ever-changing regulations and tax laws. Above all, Prince and Harris delineate the ways in which advisors can better serve and anticipate the advanced planning needs of their ultra-affluent clients. Hardcover, Label: Euromoney Institutional Investor PLC, Euromoney Institutional Investor PLC, Product group: Book, Published: 2002-01-28, Studio: Euromoney Institutional Investor PLC, Sales rank: 4121660.
3
Symbolbild
Advanced Planning with the Ultra Affluent
EN HC US
ISBN: 9781893339941 bzw. 1893339947, in Englisch, Euromoney Institutional Investor PLC, gebundenes Buch, gebraucht.
Lieferung aus: Vereinigte Staaten von Amerika, Free shipping.
Von Händler/Antiquariat, Atlanta Book Company [53553014], Atlanta, GA, U.S.A.
Book shows minor use. Cover and Binding have minimal wear and the pages have only minimal creases.
Von Händler/Antiquariat, Atlanta Book Company [53553014], Atlanta, GA, U.S.A.
Book shows minor use. Cover and Binding have minimal wear and the pages have only minimal creases.
4
Symbolbild
Advanced Planning with the Ultra Affluent
EN HC US
ISBN: 9781893339941 bzw. 1893339947, in Englisch, Euromoney Institutional Investor PLC, gebundenes Buch, gebraucht.
Lieferung aus: Vereinigte Staaten von Amerika, Free shipping.
Von Händler/Antiquariat, Orion Tech [61505917], Grand Prairie, TX, U.S.A.
1893339947 .
Von Händler/Antiquariat, Orion Tech [61505917], Grand Prairie, TX, U.S.A.
1893339947 .
Lade…