Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

The Journal of Wealth Management has played a key role in supporting research that
benefits individual investors. What began as concern over taxes, has grown into its own …

This article discusses the Family Office (FO) theme and describes how this organization
promotes financial education for future heirs of Brazilian business families. FO is an …

We revive, discuss, and improve upon the excellent earlier work of Hull and White in
efficiently building iterative loss distributions for debt portfolios of structured finance …

Academics have argued for decades about whether markets are efficient. This has been a
great waste of intellectual resources with no discernible reason other than to funnel research …

Este estudo teve por objetivo identificar a perspectiva de institucionalização das
organizações Family Offices nos Estados do Rio Grande do Sul e de Minas Gerais. A Family …