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