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Subject: Wealth Management.

Author

Alberts, Ilze, 1958- author.

(1)

Batterson, Leonard A., 1944- author.

(1)

Chaffin, Charles R., editor.

(1)

Cole, Michael, 1960- author.

(1)

Duneier, Stephen, 1967- author.

(1)

Fisher, Andrew, 1971- author.

(1)

Freeman, Kenneth M., 1949- author.

(1)

Goetz, Joseph W. (Professor of financial planning), author.

(1)

Grable, John E., author.

(1)

Kula, Gökhan, 1976- author.

(1)

McCullough, Tom (Financial planner), editor.

(1)

Raab, Martin, author.

(1)

Rosplock, Kirby, 1974- author.

(1)

Stahn, Sebastian, 1986- author.

(1)

Weiner, Jamie, author.

(1)

Whitaker, Albert Keith, editor.

(1)

Language

(11)

Publication Date

-

(6)

(2)

(2)

(1)

Subject

BUSINESS & ECONOMICS.

(11)

Electronic books.

(11)

(11)

BUSINESS & ECONOMICS -- Finance.

(8)

Finance, Personal

(4)

Finance, Personal.

(4)

Investissements.

(4)

(4)

(4)

Planification financière personnelle.

(4)

Estate planning

(3)

Estate planning.

(3)

(3)

(3)

(3)

Planification successorale.

(3)

Estates & Trusts.

(2)

Financial Services.

(2)

Gestion de portefeuille.

(2)

(2)

(2)

Personal Finance.

(2)

Portfolio management

(2)

Portfolio management.

(2)

(2)

Self-actualization (Psychology)

(2)

(2)

(2)

Americans -- Foreign countries -- Finance, Personal.

(1)

Américains -- Pays étrangers -- Finances personnelles.

(1)

BUSINESS & ECONOMICS -- Industrial Management.

(1)

BUSINESS & ECONOMICS -- Management Science.

(1)

BUSINESS & ECONOMICS -- Management.

(1)

BUSINESS & ECONOMICS -- Organizational Behavior.

(1)

Business Communication.

(1)

Business enterprises -- Finance

(1)

Business enterprises -- Finance.

(1)

Capital à risques.

(1)

Communication interpersonnelle.

(1)

Corporate Finance.

(1)

Entrepreneurship.

(1)

Families -- Economic aspects

(1)

Families -- Economic aspects.

(1)

Families -- Finance, Personal.

(1)

Familles -- Aspect économique.

(1)

Familles -- Finances personnelles.

(1)

(1)

(1)

Fiducie de famille.

(1)

Financial planners

(1)

Financial planners.

(1)

Financial planning -- Psychological aspects.

(1)

Financial planning industry -- Customer services.

(1)

Guides de l'étudiant.

(1)

Immigrants clandestins -- États-Unis -- Finances personnelles.

(1)

International finance

(1)

International finance.

(1)

Interpersonal communication

(1)

Interpersonal communication.

(1)

Interpersonal relations

(1)

Interpersonal relations.

(1)

(1)

Investissements -- Aspect psychologique.

(1)

Investment advisor-client relationships

(1)

Investment advisor-client relationships.

(1)

Investments & Securities.

(1)

Investments -- Psychological aspects

(1)

Investments -- Psychological aspects.

(1)

Marchés à terme d'indices boursiers.

(1)

Money Management.

(1)

Motivation (Psychologie)

(1)

Motivation (Psychology)

(1)

Noncitizens -- United States -- Finance, Personal.

(1)

Planificateurs financiers.

(1)

Planification financière personnelle -- Service à la clientèle.

(1)

Portfolio Management.

(1)

Relations conseiller en placements-client.

(1)

Rich people -- Finance, Personal.

(1)

Riches -- Finances personnelles.

(1)

Richesse -- Gestion.

(1)

Stock index futures

(1)

Stock index futures.

(1)

(1)

(1)

(1)

Venture capital

(1)

Venture capital.

(1)

Wealth -- Management.

(1)

examination study guides.

(1)

Material Type

Shelf Location

Wiley E-Book Collection

Library

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1.

Cover image for Wealth of wisdom : top practices for wealthy families and their advisors

Wealth of wisdom : top practices for wealthy families and their advisors

Wealth of wisdom : top practices for wealthy families and their advisors

Author

McCullough, Tom (Financial planner), editor. Whitaker, Albert Keith, editor.

Preferred Shelf Number

HG179 .W43 2022

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119827917

Format:

Availability

Online Library~1

Available:
Copies:

2.

Cover image for The quest for legitimacy : how children of prominent families discover their unique place in the world

The quest for legitimacy : how children of prominent families discover their unique place in the world

The quest for legitimacy : how children of prominent families discover their unique place in the world

Author

Weiner, Jamie, author.

Preferred Shelf Number

BF637 .S4 W444 2022

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781394320523

Format:

Availability

Online Library~1

Available:
Copies:

3.

Cover image for Alphabrain : how a group of iconoclasts are using cognitive science to advance the business of alpha generation

Alphabrain : how a group of iconoclasts are using cognitive science to advance the business of alpha generation

Alphabrain : how a group of iconoclasts are using cognitive science to advance the business of alpha generation

Author

Duneier, Stephen, 1967- author.

Preferred Shelf Number

HG4515.15 .D86 2019

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119335900

Format:

Availability

Online Library~1

Available:
Copies:

4.

Cover image for Client psychology

Client psychology

Client psychology

Author

Chaffin, Charles R., editor.

Preferred Shelf Number

HG179.5 .C55 2018

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119440895

Format:

Availability

Online Library~1

Available:
Copies:

5.

Cover image for Passing the torch : preserving family wealth beyond the third generation

Passing the torch : preserving family wealth beyond the third generation

Passing the torch : preserving family wealth beyond the third generation

Author

Alberts, Ilze, 1958- author.

Preferred Shelf Number

HG179 .A399 2018

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119486466

Format:

Availability

Online Library~1

Available:
Copies:

6.

Cover image for The cross-border family wealth guide : advice on taxes, investing, real estate, and retirement for global families in the U.S. and abroad

The cross-border family wealth guide : advice on taxes, investing, real estate, and retirement for global families in the U.S. and abroad

The cross-border family wealth guide : advice on taxes, investing, real estate, and retirement for global families in the U.S. and abroad

Author

Fisher, Andrew, 1971- author.

Preferred Shelf Number

HG179 .F53378 2017 EB

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119234302

Format:

Availability

Online Library~1

Available:
Copies:

7.

Cover image for More than money : a guide to sustaining wealth and preserving the family

More than money : a guide to sustaining wealth and preserving the family

More than money : a guide to sustaining wealth and preserving the family

Author

Cole, Michael, 1960- author.

Preferred Shelf Number

HG179

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119264835

Format:

Availability

Online Library~1

Available:
Copies:

8.

Cover image for Beyond smart beta : index investment strategies for active portfolio management

Beyond smart beta : index investment strategies for active portfolio management

Beyond smart beta : index investment strategies for active portfolio management

Author

Kula, Gökhan, 1976- author. Raab, Martin, author. Stahn, Sebastian, 1986- author.

Preferred Shelf Number

HG4529.5

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119395263

Format:

Availability

Online Library~1

Available:
Copies:

9.

Cover image for The complete direct investing handbook : a guide for family offices, qualified purchasers, and accredited investors

The complete direct investing handbook : a guide for family offices, qualified purchasers, and accredited investors

The complete direct investing handbook : a guide for family offices, qualified purchasers, and accredited investors

Author

Rosplock, Kirby, 1974- author.

Preferred Shelf Number

HG4521

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119094746

Format:

Availability

Online Library~1

Available:
Copies:

10.

Cover image for Building wealth through venture capital : a practical guide for investors and the entrepreneurs they fund

Building wealth through venture capital : a practical guide for investors and the entrepreneurs they fund

Building wealth through venture capital : a practical guide for investors and the entrepreneurs they fund

Author

Batterson, Leonard A., 1944- author. Freeman, Kenneth M., 1949- author.

Preferred Shelf Number

HG4751

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119409380

Format:

Availability

Online Library~1

Available:
Copies:

11.

Cover image for Communication essentials for financial planners : strategies and techniques

Communication essentials for financial planners : strategies and techniques

Communication essentials for financial planners : strategies and techniques

Author

Grable, John E., author. Goetz, Joseph W. (Professor of financial planning), author.

Preferred Shelf Number

HG179.5

Electronic Access

https://onlinelibrary.wiley.com/doi/book/10.1002/9781119350804

Format:

Availability

Online Library~1

Available:
Copies:

1

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