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 …

Credit rating and corporate defaults

C Zhou - The Journal of Fixed Income, 2001 - pm-research.com
This article builds on a previous study that introduced the concept that family members have
multiple roles, some of which may be partially hidden, that affect the formation of investment …

Diversification benefits of funds of hedge funds: Identifying the optimal number of hedge funds

AV Amo, H Harasty, P Hillion - The Journal of Alternative …, 2007 - search.proquest.com
This article introduces a new analytic framework to assess the risk/return profile of hedge
funds and funds of hedge funds. As alternatives to the traditional time-series mean and …

The three forms of governance: A new approach to family wealth transfer and asset protection, Part I

L Gray - The Journal of Wealth Management, 2007 - search.proquest.com
Many books have been written on the topic of governance as it relates to family wealth. In
this first in a series of three articles, the author notes that there are three separate family …

[PDF][PDF] Family roles and their interaction with investment goal formation

L Gray - Journal of Wealth Management, 2008 - members …
ABSTRACT An earlier treatise [Brunel Gray 2005] introduced the concept that family
members have multiple roles, some of which may be partially hidden, which affect the …

[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 …

After the Ball

GM Frankfurter - The Journal of Investing, 2005 - pm-research.com
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 …

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 …