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by Christopher F. Poch (Author)
This book is for the family with enough assets and responsibilities to warrant attention. Most of the advice applies to everyone, but all of it requires some effort on behalf of the reader. In an hour you can become smarter than 99% of people about how to oversee your wealth. This book is a primer offering an outline which will you guide you through all of the issues to consider. It will provide you with the essential tools to develop your strategic plan. The intent is not to provide all of the answers to all the questions. The goal is simple: Give you enough to know what to look for and how to find the right team of advisors to help you do it. The brevity of this book is its strength. For those who have over $5MM in investable assets, this is a "must-read."
Author Biography
Christopher F. Poch is one of Wall Street's leading authorities on managing wealth for ultra high net worth families, has run international private banking units, advised billionaires and heads of state, has been the chief executive of a trust company, founded the industry-leading UHNW platform, created the industry's most challenging advisor accreditation test, has hosted numerous radio and television shows, and has been quoted widely in the Wall Street Journal and Worth Magazine. Of all his career accomplishments, the most rewarding has been the positive impact on the families with whom he has worked. Career affiliations: -Founder and Global Head, Private Wealth Management, Smith Barney -Chief Executive Officer, Vice-Chairman of the Board, The Private Trust Company -Managing Director, Bessemer Trust Awards and recognitions: -Thomas Gorman Award for Lifetime achievement, APIC -Sovereign Military Hospitaller Order of Malta, Board of Councillors -Co-Founder of Villanova University Delta Student Managed Fund Mr. Poch lives in Bethesda, MD, with his wife and three daughters.
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