Client relationships and family dynamics: Competencies and services necessary for truly integrated wealth management

Journal of Wealth Management

Volumn 13, Issue 1, 2010, Pages 16-31

  Grubman, James ^a   Jaffe, Dennis ^b  

^a and the Financial Services Industry   (United States)

^b SAYBROOK UNIVERSITY   (United States)

Author keywords

[No Author keywords available]

Indexed keywords

EID: 77955939971     PISSN: 15347524     EISSN: None     Source Type: Journal    
DOI: 10.3905/JWM.2010.13.1.016     Document Type: Article

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