Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) Review

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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) ReviewIn light of the recent global turmoil this book seems especially relevant, albeit for a specialised audience. I mean, how many people will really find this germane? This is not a reflection on the authors, but on the subject. Still, the text is quite readable. It explains what wealthy clients often look for in financial hand holding. Typically they do not have much [any?] expertise in financial matters and will depend on you for advice and management of their funds.
Unsurprisingly, as far as investment management is concerned, the emphasis seems to be on active management, with its accompanying fees. These are often over 1%. There is little suggestion about the use of passive index funds, which have much lower expenses.
To be sure, the book does talk about cases where clients need advice about spending and about such subjects as real estate investments. So some active management fees levied by you are appropriate. But a good advisor should also suggest a core of index funds, that will lower the overall expenses of the client.Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) Overview

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The New Elite: Inside the Minds of the Truly Wealthy Review

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The New Elite: Inside the Minds of the Truly Wealthy ReviewIt has been said that the wealthy are different. Well, not so much. In fact, according the in-depth study done by the authors of this book, the wealthy came not from wealth but from middle class backgrounds. They therefore have all of the middle class ethics and needs, wants and desires.
Yet within the wealthy, there are differences. From first becoming wealthy to having had wealth over a decade or more, money brings different meaning to the groups within the wealthy.
If you're a marketer, you should read this book. I came to it as someone who makes a living understanding different groups and how to sell to them. To that end, I got a good deal of useful information from the book.
You'll learn what they read, what they buy, how they feel about their wealth and money in general. You'll learn far more about them by reading this book than anything you might see on television.
It is full of research. It has lots of facts and figures and very little editorializing, which I like. This is by far the most interesting and best written book on this subject that I've read and I highly recommend it to you.
- Susanna K. HutchesonThe New Elite: Inside the Minds of the Truly Wealthy Overview

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