Table of Contents

Primary Article

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  Engaging Investment Advisors for a Family Foundation

  Kathryn M. McCarthy

  The Journal of Wealth Management Fall 2001, 4 (2) 9-14; DOI: https://doi.org/10.3905/jwm.2001.320406
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  The Family Office

  Barbara R. Hauser

  The Journal of Wealth Management Fall 2001, 4 (2) 15-22; DOI: https://doi.org/10.3905/jwm.2001.320407
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  The Functions of a Family Office

  Jon Carroll

  The Journal of Wealth Management Fall 2001, 4 (2) 23-27; DOI: https://doi.org/10.3905/jwm.2001.320408
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  The Effect of Income Taxes on Optimal Portfolio Selection

  W. Cris Lewis and Tyler J. Bowles

  The Journal of Wealth Management Fall 2001, 4 (2) 29-35; DOI: https://doi.org/10.3905/jwm.2001.320409
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  Equity Portfolio Structure and Design in the Presence of Taxes

  David M. Stein

  The Journal of Wealth Management Fall 2001, 4 (2) 37-42; DOI: https://doi.org/10.3905/jwm.2001.320410
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  A Tax-Efficient Portfolio Construction Model

  Jean L.P. Brunel

  The Journal of Wealth Management Fall 2001, 4 (2) 43-49; DOI: https://doi.org/10.3905/jwm.2001.320411
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  Rebalancing Strategies for Multi-Period Asset Allocation

  John M. Mulvey, Nan Lu and Jon Sweemer

  The Journal of Wealth Management Fall 2001, 4 (2) 51-58; DOI: https://doi.org/10.3905/jwm.2001.320412
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  The Benefits and Methods of Harvesting Your Losses, and Not Just at Year-end

  Robert N. Gordon and Jan Rosen

  The Journal of Wealth Management Fall 2001, 4 (2) 60-63; DOI: https://doi.org/10.3905/jwm.2001.320413