Small but Sophisticated

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Source: Bocconi University

5 min, audio webcast

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Summary

Closely held family businesses vary in their level of financial sophistication. This study by two professors at Bocconi University (CFA Program Partner) demonstrates that size is not the determining factor. Rather, competitive and generational factors are.
Topics
Corporate Finance
    :
  • Fundamental Issues
|
Private Wealth Management
    :
  • Wealth Transfer and Estate Planning
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