
The Complete Family Office Handbook
A Guide for Affluent Families and the Advisors Who Serve Them
- English
- PDF
- Available on iOS & Android
The Complete Family Office Handbook
A Guide for Affluent Families and the Advisors Who Serve Them
About this book
Discover new insights on how to setup, manage, and advise wealthy families and their family offices
The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs.
This book teaches those who advise family offices and wealthy families on:
Ā· How to setup, structure, and advise a family office
Ā· Current compliance, fiduciary and risk management practices for a family office
Ā· Forward-thinking investment management, estate planning, and private trust company considerations
Ā· Fresh insights on philanthropy, legacy, and impact investing
Ā· Best practices to managing family wealth education and preparing next generation owners
Ā· New insights on family governance, strategic planning, and succession
Ā· Methods to create a family constitution, mission, and vision for families and their family offices.
The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.
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Information
Table of contents
- Cover
- Title Page
- Copyright Page
- Dedication
- Contents
- Foreword
- Preface
- Acknowledgments
- Chapter 1 Introduction toĀ theĀ Family Office
- Chapter 2 Family Office Evolution: Inceptions andĀ Archetypes
- Chapter 3 Comparing Family Office Solutions: Multi- andĀ Single-Family Offices
- Chapter 4 Family Values, Mission, andĀ Vision andĀ theĀ Family Office
- Chapter 5 Establishing andĀ Structuring ofĀ Family Offices
- Chapter 6 Strategic Planning forĀ theĀ Family Office
- Chapter 7 Legal andĀ Compliance Standards andĀ Practices forĀ Family Offices
- Chapter 8 Investment Management andĀ theĀ Family Office
- Chapter 9 Family Office Operations andĀ Information Technology
- Chapter 10 Family Office Talent, Compensation, andĀ Recruitment
- Chapter 11 Governance Issues forĀ theĀ Family Office
- Chapter 12 Family Education andĀ theĀ Family Office
- Chapter 13 Family Entrepreneurship andĀ theĀ Family Bank
- Chapter 14 Legacy, Philanthropy, andĀ Impact Investing
- Chapter 15 Private Trust Companies: Creating theĀ Ideal Trustee
- Appendix A: Family Office Complexity Assessment
- Appendix B: Family Office Technology Segments
- About theĀ Author
- About theĀ Contributors
- Index
- EULA