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The extended portfolio in private wealth management
Jennings, William W.; Reichenstein, William R. - In: The journal of wealth management 11 (2008/09) 1, pp. 36-45
Persistent link: https://www.econbiz.de/10003815662
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One concept and some of its applications
Reichenstein, William R. - In: The journal of wealth management 11 (2008/09) 3, pp. 82-91
Persistent link: https://www.econbiz.de/10003816350
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Technology and the family office
Horan, Stephen M.; Szundi, George; Van Deman, C. Edward; … - In: The journal of wealth management 16 (2013/14) 2, pp. 99-111
Persistent link: https://www.econbiz.de/10009791056
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Tax-adjusted portfolio optimization and asset location : extensions and synthesis
Horan, Stephen M.; Al Zaman, Ashraf - In: The journal of wealth management 11 (2008/09) 3, pp. 56-73
Persistent link: https://www.econbiz.de/10003816347
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Toward a literature of wealth management
Jennings, William W. - In: The journal of wealth management : JWM 26 (2023) 1, pp. 39-48
Persistent link: https://www.econbiz.de/10014317340