Advising the Ultra-Wealthy: A Guide for Practitioners by Curtis, Gregory

Advising the Ultra-Wealthy: A Guide for Practitioners (Paperback) (ISBN-13: 9783030576073)

Vendor: Gregory Curtis
Product type: Books
Format: Paperback
$64.79
$64.79
$64.79
Subtotal: $64.79
Advising the Ultra-Wealthy: A Guide for Practitioners by Curtis, Gregory

Advising the Ultra-Wealthy: A Guide for Practitioners

$64.79
Advising the Ultra-Wealthy: A Guide for Practitioners by Curtis, Gregory

Advising the Ultra-Wealthy: A Guide for Practitioners

$64.79
Format: Paperback
Description
Description
x

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



Author: Gregory Curtis
ISBN-10: 3030576078
ISBN-13: 9783030576073
Publisher: Palgrave MacMillan
Language: English
Published: 11/28/2021
Pages: 128
Format: Paperback
Weight: 0.47lbs
Size: 9.21h x 6.14w x 0.31d
By Gregory Curtis
By Gregory Curtis
x

Gregory Curtis is the author of eight books, including three investment books: Family Capital, The Stewardship of Wealth, and Creative Capital. He is the author of nearly 50 white papers and journal articles on a variety of investment topics. Gregory's blog appears every Friday morning and goes out to approximately 50,000 readers. It is available free of charge at https: //gregorydcurtis.com/blog/. He has lectured at Harvard Law School, the Tepper School at Carnegie Mellon University, and the University of Pittsburgh School of Law, all in the USA.

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