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Article

Goal-Based Wealth Management in Practice

Jean L.P. Brunel
The Journal of Wealth Management Winter 2011, 14 (3) 17-26; DOI: https://doi.org/10.3905/jwm.2011.14.3.017
Jean L.P. Brunel
is the chief investment officer at GenSpring Family Offices in Palm Beach Gardens, FL.
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  • For correspondence: Jean.brunel@genspring.com
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Abstract

Though goals-based wealth management is certainly not a radically new discipline, it has recently assumed a more important role within the private wealth management industry. Two discrete factors probably stand behind this development: a change in client perceptions of risk after the 2008 market melt-down and the publication of the seminal piece by Das, Markowitz, Scheid, and Statman. This article starts with a review of the key issues which families typically face when dealing with wealth planning, then discusses a framework which allows advisors to consider financial, estate, and investment-planning needs, shows the practical considerations associated with the process and concludes with a brief discussion of the major business challenges that still need to be addressed.

  • Copyright © 2011 GenSpring Family Off ices, LLC. All rights reserved. Not to be reproduced or redistributed without permission.
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The Journal of Wealth Management: 14 (3)
The Journal of Wealth Management
Vol. 14, Issue 3
Winter 2011
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Goal-Based Wealth Management in Practice
Jean L.P. Brunel
The Journal of Wealth Management Oct 2011, 14 (3) 17-26; DOI: 10.3905/jwm.2011.14.3.017

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Goal-Based Wealth Management in Practice
Jean L.P. Brunel
The Journal of Wealth Management Oct 2011, 14 (3) 17-26; DOI: 10.3905/jwm.2011.14.3.017
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  • Article
    • Abstract
    • INTEGRATED WEALTH PLANNING
    • GOAL-BASED ASSET ALLOCATION IN PRACTICE
    • A PRACTICAL MODEL
    • CREATING A POLICY PORTFOLIO
    • MANAGING THE PROCESS IN PRACTICE
    • CONCLUSION
    • Footnotes
    • REFERENCES
  • Info & Metrics
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  • PDF (Subscribers Only)

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More in this TOC Section

  • Two Book Reviews
  • Editor’s Letter
  • Well-Being Advisers
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