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Families & their advsors

Welcome to the graymatter library!

Written by Lisa Gray for the Journal of Wealth Management:

Differences and Similarities in Family Governance and Educational Needs across Geographies, The Journal of Wealth Management, Fall 2011

The Three Forms of Governance: A New Approach to Family Wealth Transfer and Asset Protection, Part I, The Journal of Wealth Management, Fall 2007

The Three Forms of Governance: A New Approach to Family Wealth Transfer and Asset Protection, Part II, The Journal of Wealth Management, Fall 2008

The Three Forms of Governance: A New Approach to Family Wealth Transfer and Asset Protection, Part III, The Journal of Wealth Management, Summer 2011

Family Roles and Their Interaction with Investment Goal Formation, The Journal of Wealth Management, Winter 2008

Generational Perspectives and Their Effects on Goal-Based Allocation, The Journal of Wealth Management, Summer 2006

How Family Dynamics Influence the Structure of the Family Office, The Journal of Wealth Management, Fall 2005

Integrating Family Dynamics and Governance in Strategic Asset Allocation, The Journal of Wealth Management, Winter 2005

Journal of Wealth Management

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