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.
This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices.
Exploring why these companies exist, how they operate, and how they manage capital, this book is essential reading for family office professionals, as well as the high-net-worth individuals and fund managers who employ them.
The Complete Direct Investing Handbook: A Guide for Family Offices, Qualified Purchasers, and Accredited Investors
This new handbook, prepared in association with the Society of Trust and Estate Practitioners, steers readers through the family office model from its inception, focusing on the viability of family offices for those at the margin of what is ...
Family offices are garnering tremendous attention from successful families the world over.
McCabe advises four basic steps to prepare for death in the family: 1. Educate your family about the estate plan. One of the most common fears in the immediate aftermath of a family member's death is that there won't be enough money for ...
The Complete Direct Investing Handbook provides logical steps, sanguine advice, and tools to help both the novice and sophisticated investor regarding the decision making that goes into this bespoke area of PE. Authored by Kirby Rosplock, ...
This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals.
Growth-oriented practices today lead to generations of family flourishing in the future. This book provides the answers you need along with guidance and strategy for keeping your family’s complete wealth intact.
A classic case of a “donation gone wrong” is the case of the Robertson family and the Woodrow Wilson School at Princeton University. Several key lessons can be learned from this case that can help advisers with clients who are ...