Abstract
Private wealth management is the investment management specialization focused on high-net-worth individuals and families. Portfolio design and investment solutions in private wealth management are customized to reflect the complexities of the investor’s unique circumstances. This literature review reflects the current best thinking on private wealth management.
- Copyright © 2011 Research Foundation of CFA Institute. All rights reserved. Not to be reproduced or redistributed without permission.
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In this issue
Perspectives from the Literature of Private Wealth Management
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- Article
- Abstract
- STRATEGIC ASSET ALLOCATION AND INVESTMENT POLICY
- PORTFOLIO IMPLEMENTATION
- SAVING AND SPENDING STRATEGIES
- CONCENTRATED HOLDINGS OF LOW-BASIS STOCK
- TAX MANAGEMENT
- ESTATE PLANNING
- BEHAVIORAL FINANCE
- LEGAL AND ETHICAL CONCERNS
- TAX-ADJUSTED PERFORMANCE EVALUATION
- FAMILY MANAGEMENT ISSUES
- KEEPING CURRENT
- Footnotes
- REFERENCES
- Info & Metrics
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