| Document Type
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BL
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| Record Number
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1018574
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| Doc. No
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b772944
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| Main Entry
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Integrated Wealth Management(2001 :, Atlanta, Ga.)
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| Title & Author
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Investment counseling for private clients III : : 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].
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| Publication Statement
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[Charlottesville, Va.] :: Association for Investment Management and Research,, [©2001]
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| Series Statement
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AIMR conference proceedings,; 2001, no. 4
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| Page. NO
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vi, 106 pages :: illustrations ;; 28 cm.
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| ISBN
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0935015663
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: 9780935015669
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| Notes
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"August 2001"--Title page verso.
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| Bibliographies/Indexes
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Includes bibliographical references (page 105).
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| Contents
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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.
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| Subject
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Investment analysis, Congresses.
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Portfolio management, Congresses.
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| Subject
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Investment analysis.
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| Subject
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Portfolio management.
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| Dewey Classification
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332.6
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| LC Classification
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HG4529.5.I575 2001
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| Added Entry
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Blank, Arthur, (Arthur M.)
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| Added Entry
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Association for Investment Management and Research.
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| Parallel Title
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Continuing education
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