Journal of Wealth Management Videos

Michael Crook, UBS Wealth Management in New York

Total Wealth Allocation: Liquidity, Longevity, and Legacy

The authors propose a scalable, total wealth model for integrating liability relative optimization into households’ portfolios.

Read the Full Article: "Total Wealth Allocation: Liquidity, Longevity, and Legacy"

David Nanigian is an associate professor of finance in the Richard D. Irwin Graduate School at The American College

Is Your Tax-Managed Fund Manager Hiding in the Closet?

This article examines the performance, expense, and tax efficiency of domestic equity mutual funds that have a stated goal of minimizing the taxes paid by their shareholders.

Read the Full Article: "Is Your Tax-Managed Fund Manager Hiding in the Closet?"

Preston Tsao, Metcircle Networking

Modified Endowment Model

Family offices adopted a modified endowment model during the great growth of the 1990s. That model is no longer working due to the significant underperformance of hedge funds, Preston explains.

Charlotte Beyer, Principle Quest Foundation

Investor Education: What’s Broken and How to Fix It

The wealth management industry is in a state of fundamental disruption, providing opportunities for smart, well-informed people.

Read the Full Article: "Investor Education: What’s Broken and How to Fix It"

Lisa Gray, graymatter STRATEGIES

Differences and Similarities in Family Governance and Educational Needs across Geographiese

What is the appropriate role of governance?

Read the Full Article: "Differences and Similarities in Family Governance and Educational Needs across Geographies"

Peter Lupoff and Preston Tsao

Investment Discussion

Peter Lupoff, Tiburon Capital Management, and Preston Tsao, Metrocircle Networking, engage in a freewheeling discussion on investing with Julia Rhee, Alpha Institute founder.