The Complete Family Office Handbook
eBook - PDF

The Complete Family Office Handbook

A Guide for Affluent Families and the Advisors Who Serve Them

  1. English
  2. PDF
  3. Available on iOS & Android
eBook - PDF

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:

· How to setup, structure, and advise a family office

· Current compliance, fiduciary and risk management practices for a family office

· Forward-thinking investment management, estate planning, and private trust company considerations

· Fresh insights on philanthropy, legacy, and impact investing

· Best practices to managing family wealth education and preparing next generation owners

· New insights on family governance, strategic planning, and succession

· 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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Yes, you can access The Complete Family Office Handbook by Kirby Rosplock in PDF and/or ePUB format, as well as other popular books in Personal Development & Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Wiley
Year
2020
Print ISBN
9781119694007
eBook ISBN
9781119694090
Edition
2
Subtopic
Finance

Table of contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Dedication
  5. Contents
  6. Foreword
  7. Preface
  8. Acknowledgments
  9. Chapter 1 Introduction to the Family Office
  10. Chapter 2 Family Office Evolution: Inceptions and Archetypes
  11. Chapter 3 Comparing Family Office Solutions: Multi- and Single-Family Offices
  12. Chapter 4 Family Values, Mission, and Vision and the Family Office
  13. Chapter 5 Establishing and Structuring of Family Offices
  14. Chapter 6 Strategic Planning for the Family Office
  15. Chapter 7 Legal and Compliance Standards and Practices for Family Offices
  16. Chapter 8 Investment Management and the Family Office
  17. Chapter 9 Family Office Operations and Information Technology
  18. Chapter 10 Family Office Talent, Compensation, and Recruitment
  19. Chapter 11 Governance Issues for the Family Office
  20. Chapter 12 Family Education and the Family Office
  21. Chapter 13 Family Entrepreneurship and the Family Bank
  22. Chapter 14 Legacy, Philanthropy, and Impact Investing
  23. Chapter 15 Private Trust Companies: Creating the Ideal Trustee
  24. Appendix A: Family Office Complexity Assessment
  25. Appendix B: Family Office Technology Segments
  26. About the Author
  27. About the Contributors
  28. Index
  29. EULA