Research Note: A Second Family Business—Patterns in Wealth Management
通过对企业主或近期清算企业的家庭的访谈，初步揭示了他们在投资模式、投资经理选择标准、现金管理和投资策略方面的资产管理行为。
This interview study provides preliminary data on the asset management behavior of families who are business owners or have recently liquidated businesses. The data address investment patterns, criteria for selecting investment managers, cash management, and investment strategy.