
Bernstein Global Wealth Management: From...
Wilmshurst, Luke;d...
Bernstein Global Wealth Management: From One Generation to the Next
Wilmshurst, Luke; de Guzman, Terry S.
F-1713 | Published June 16, 2014 | 14 pages. Case
Collection: Darden School of Business
Product Details
Family business as a topic has grown to constitute a major segment of the U.S. and global economies. In many regions of the world, family companies dominate the economy. Running a family business can be especially challenging when considering the complexity of working with and managing family members. This field-based case offers a disguised situation between first- and third-generation family members around an investment opportunity. A supplemental spreadsheet allows students an opportunity to do some simple forecast calculations and figure out the demand the opportunity would put on the family portfolio. This case was successfully used in a second-year elective course on global family enterprises in a class focusing on asset management.
0
Products To Upsell

Global Medical Imaging, LLC
Hess, Edward D.; G...

Enchanting Travels
Hess, Edward D.; M...

Better World Books
Hess, Edward D.; G...

Valuation of "Plain-Vanilla" Interest-Ra...
Conroy, Robert M.;...

FindingFIT
Clawson, James G.

List Testing Exercise: Economic Selectio...
Pfeifer, Phillip E...

An Introduction to Case Teaching (Part 1...
Clawson, James G.

What Is Giving Voice to Values? (VIDEO)
Gentile, Mary

Giving Voice to Values: An Educators' Pr...
DARDEN, Darden

Digital Marketing Simulation: Media Attr...
Venkatesan, Rajkum...

Dr. Bronner's: Do Psychedelics Fit with ...
Freeman, R. Edward...

AMP - Strategic Innovation & Entrepreneu...
Gupta, Uday

Accounting for Owners’ Equity
Lynch, Luann J.; B...

Test Syllabus 45
Daren Business Sch...

Athlete Brands: How to Benefit from Your...
Whitler, Kimberly ...

What is Design Thinking? (VIDEO)
Liedtka, Jeanne M.

Copyright Permissions
Daren Business Sch...

Thinking Strategically About Communicati...
West, June A.

Optix Corporation
Powell, Elizabeth ...

Leaders Bank: Creating a Great Place to ...
Hess, Edward D.; G...

LG Investments, LLC: A Family Business i...
Hess, Edward D.

Finance People
Schill, Michael J.