The following is a selection of articles and
presentations on private wealth and other topics of
interest from respected authors and industry
commentators.
The Rich 100: Your
Own Private CFO
Jeff Beer
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Investment Policy: Bridle of Want
Richard M. Ennis, CFA
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Passport Portfolio™ Diversification: How Choosing the Right Mix of Residences and Passports is Essential to Preserving Wealth over Generations
David Lesperance, Lesperance & Associates, Toronto
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The Emerging New Model for Wealth Management
Zvi Bodie, Ph.D., Boston University, Boston, and
Paula Hogan, Hogan Financial Management, Milwaukee
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Summary >>
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Article >>
Defining and Quantifying the Financial Needs of the
Very Wealthy
Jean Brunel, Brunel Associates, and Editor, The
Journal of Wealth Management, Bonita Springs
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Summary >>
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Article >>
The Wealth Management Industry and Today’s
Wealth-Owning Families: From Chaos comes Opportunity
Philip Marcovici, Partner, Baker & McKenzie, Zurich
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Summary >>
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Article >>
Immigrants and Natives to Wealth
Dr. Jim Grubman, Turner’s Falls, and Dr. Dennis
Jaffe, San Francisco
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Summary >>
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Article >>
Strategic Philanthropy
Dr. Dennis Jaffe, San Francisco, and Sam Davis III,
Relative Solutions, Richmond
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Summary >>
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Article >>
Raising Responsible Children with Wealth
Dr. Jim Grubman, Family Wealth Consulting, Turner’s
Falls
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Summary >>
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Article: Taking the Time to Teach >>
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Article: Educational Resources >>
Is a Family Office Within Reach?
Jon Carroll, Family Office Metrics, New York
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Summary >>
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Article >>
Six Dimensions of Wealth: Leaving the Fullest Value
of Your Wealth to Your Heirs
Dr. Dennis Jaffe, April 2003, San Francisco
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Summary >>
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Article >>
The Functions of a Family Office
Jon Carroll, Family Office Metrics, Fall 2001, New
York
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Summary >>
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Article >>
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