Family business goal formation: A literature review and discussion of alternative algorithms
Goals represent an organization's desired outcomes, and family businesses are known to
pursue multiple goals, which commonly include both financial and non-financial aspects …
pursue multiple goals, which commonly include both financial and non-financial aspects …
[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 …
practices recognized as patient-friendly, empathic, and behaviorally adept are most …
[BOOK][B] De la empresa familiar a la familia empresaria
M Paladino, L Traverso, P Caputo - 2020 - books.google.com
Este libro no es solo una enumeración de temas, sino que invita a descubrir ya seguir un
camino: la trayectoria que ha recorrido una persona emprendedora-fundadora, hasta …
camino: la trayectoria que ha recorrido una persona emprendedora-fundadora, hasta …
Goals-Based Investing and JWM: Where They Have Been, Where They Are Headed
FJ Parker - The Journal of Wealth Management, 2023 - pm-research.com
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 …
benefits individual investors. What began as concern over taxes, has grown into its own …
[PDF][PDF] Toward a conceptual model of the role of entrepreneurship in the family office
J Roure, JL Segurado, DHB Welsh… - Journal of Applied …, 2013 - researchgate.net
This study explores the development of the family office as an entrepreneurial process. We
focus on how multigenerational family ownership groups reinvent themselves to manage …
focus on how multigenerational family ownership groups reinvent themselves to manage …
Efficient Routines for CDO Loss Calculations
JM Pimbley - The Journal of Structured Finance, 2020 - pm-research.com
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 …
efficiently building iterative loss distributions for debt portfolios of structured finance …
Family offices: uma perspectiva da sua institucionalização no Rio Grande do Sul e em Minas Gerais
CO Orth - 2013 - repositorio.jesuita.org.br
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 …
organizações Family Offices nos Estados do Rio Grande do Sul e de Minas Gerais. A Family …
[CITATION][C] Introduction to the Family Office
K Rosplock - The Complete Family Office …, 2014 - John Wiley & Sons, Inc. Hoboken …