Abstract
Many financial advisors wish to work with ultra-wealthy families but have little idea how to go about attracting that kind of client. This chapter outlines the initiatives that any capable financial advisor can take to attract such clients and to meet their expectations even though the field is new to you.
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Curtis, G. (2020). Building an Ultra-Wealthy Family Client Base. In: Advising the Ultra-Wealthy. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-030-57605-9_4
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DOI: https://doi.org/10.1007/978-3-030-57605-9_4
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Publisher Name: Palgrave Macmillan, Cham
Print ISBN: 978-3-030-57604-2
Online ISBN: 978-3-030-57605-9
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