عنوان

Investment counseling for private clients III :

0935015663

9780935015669

b772944

Investment counseling for private clients III :

[Book]

proceedings of the AIMR seminar "Integrated Wealth Management : Investment Management, Taxes, Estate Planning, and Wealth Transfer", March 27-28, 2001, Atlanta /

Arthur M. Blank [and others].

[Charlottesville, Va.] :

Association for Investment Management and Research,

[©2001]

vi, 106 pages :

illustrations ;

28 cm.

AIMR conference proceedings,

2001, no. 4

1535-0207 ;

"August 2001"--Title page verso.

Includes bibliographical references (page 105).

Foreword / Katrina F. Sherrerd -- Biographies -- Overview: investment counseling for private clients III / Janet T. Miller -- Asset allocation for family groups / James E. Hughes -- Asset location: client goals and objectives / Darryl L. Meyers -- Asset location: case study of a critical variable / Jean L.P. Brunel -- Diversifying concentrated holdings / Scott D. Welch -- Hedging low-cost-basis stock / Robert N. Gordon -- Equity portfolio tracking risk in the presence of taxes / David M. Stein -- Taxable benchmarks: the complexity increases / Lee N. Price -- Philanthropy in estate planning / Gregory R. Friedman -- Trusts, insurance, and wealth transfer / Lawrence J. Macklin -- Family limited partnerships: pros and cons / Patricia M. Thompson -- The future of private of client management / David P. Lamere.

0

Continuing education

Investment analysis, Congresses.

Portfolio management, Congresses.

Investment analysis.

Portfolio management.

Blank, Arthur, (Arthur M.)

Integrated Wealth Management(2001 :, Atlanta, Ga.)

Association for Investment Management and Research.

20201203042622.0

[Book]

Y