Perspectives from the literature of private wealth management

WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

[PDF][PDF] Client relationships and family dynamics: Competencies and services necessary for truly integrated wealth management

J Grubman, D Jaffe - The Journal of Wealth Management, 2010 - jamesgrubman.com
Not only does this benefit families, it can also benefit the bottom line. Just as medical
practices recognized as patient-friendly, empathic, and behaviorally adept are most …

[BOOK][B] Family wealth management

MH Daniell, T McCullough - 2023 - Wiley Online Library
This book is the product of a truly international effort, bringing together two coauthors on
opposite sides of the world to address a global topic of great interest to both of us. Although …

Managing currency risks for global families

J Klement, Y Longchamp - The Journal of Wealth Management, 2010 - search.proquest.com
In a world of increased mobility and globalized business, many families face increasing
complexity in the area of currency risk management. This article describes the sources of …

Cracking the code on wealth preservation: It is not about money: A study of wealth preservation in enterprise families who share ownership of multiple assets and …

MBT de Groot - 2021 - research.vu.nl
The wealthy are heavily criticized and often at the center of discussion. The public narrative
has become deeply polarized in recent years. Research has shown that they derive most of …

The analysis of short-term rating migration in synthetic CDOs

R Hrvatin, M Neugebauer, G Stoyle - The Journal of Structured …, 2006 - pm-research.com
The credit rating on a tranche of a synthetic CDO transaction addresses the probability that
losses in the reference portfolio will not exceed that tranche's available credit enhancement …

Dynastic and Generative Intent for First-Generation Black Wealth Creators in a Modern Racial Enclave Economy

LT White - 2022 - search.proquest.com
This study explores the underlying causes of the racial wealth gap between Black and White
Americans: the absence of intergenerational wealth transfers in Black business families. As …

How Do the Privacy Laws and USA Patriot Act Apply to the Life Settlement Industry?

BT Casey - Journal of Structured Finance, 2007 - search.proquest.com
This article analyzes both the application of modern privacy laws to the viatical and life
settlement industry, and anti-money laundering (AML), suspicious activity reporting (SAR) …

[BOOK][B] Investigating Accountants' and Attorneys' Internet-Based Technology Use, Perceptions, and Attitudes on Client Service Effectiveness

PJ Roland - 2014 - search.proquest.com
Accountants and attorneys have been serving their clients for hundreds of years in a special
fiduciary relationship. The availability and advancement of Internet technology has …

[PDF][PDF] Family office: estrutura Organizativa de gestão de riqueza familiar

C de Oliveira Orth, M Gerhard… - Revista Brasileira de …, 2014 - revistas.udesc.br
O presente artigo analisou publicações sobre o tema family offices (estruturas organizativas
que administram a riqueza da família e prestam todo tipo de serviços para as mesmas). Esta …