An in-depth examination of today’s most important wealth
management issues
Managing the assets of high-net-worth individuals has become a
core business specialty for investment and financial advisors
worldwide. Keeping abreast of the latest research in this field is
paramount. That’s why Private Wealth, the inaugural offering in the
CFA Institute Investment Perspectives series has been created. As a
sister series to the globally successful CFA Institute Investment
Series, CFA Institute and John Wiley are proud to offer this new
collection. Private Wealth presents the latest information on
lifecycle modeling, asset allocation, investment management for
taxable private investors, and much more. Researched and written by
leading academics and practitioners, including Roger Ibbotson of
Yale University and Zvi Bodie of Boston University, this volume
covers human capital and mortality risk in life cycle stages and
proposes a life-cycle model for life transitions. It also addresses
complex tax matters and provides details on customizing investment
theory applications to the taxable investor. Finally, this reliable
resource analyzes the use of tax-deferred investment accounts as a
means for wealth accumulation and presents a useful framework for
various tax environments.

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