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Author: Kirby Rosplock Publisher: John Wiley & Sons ISBN: 1119694094 Category : Business & Economics Languages : en Pages : 480
Book Description
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.
Author: Kirby Rosplock Publisher: John Wiley & Sons ISBN: 1119694094 Category : Business & Economics Languages : en Pages : 480
Book Description
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.
Author: William I. Woodson Publisher: Columbia University Press ISBN: 0231553714 Category : Business & Economics Languages : en Pages : 335
Book Description
Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have acquired a considerably higher public profile: they represent a mere 7 percent of the world’s ultra-high-net-worth population—yet control a staggering 50 percent of the wealth. As only a select few families now hold a disproportionate amount of global wealth, there are significant social implications to how such assets are managed and used. This book provides an insider’s view for anyone looking to understand family offices and how to best serve and advise them. The veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively. They present these insights through a series of problem-based learning cases that follow a single family’s journey from the time of a significant liquidity event; through the creation, staffing, and management of their family office; and on to its succession. Each case study is supported by detailed background reference material. The cases and background materials are drawn from the authors’ practical knowledge, network of industry experts, and experience advising family offices large and small. They shed light on the unique issues that ultrawealthy families face and the solutions they adopt to address them throughout the life cycle of a family office. 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.
Author: Kirby Rosplock Publisher: John Wiley & Sons ISBN: 1118367308 Category : Business & Economics Languages : en Pages : 432
Book Description
Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook. The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.
Author: Richard C. Wilson Publisher: John Wiley & Sons ISBN: 1118233263 Category : Business & Economics Languages : en Pages : 342
Book Description
Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.
Author: Clare Archer Publisher: Globe Law and Business Limited ISBN: 9781909416024 Category : Family corporations Languages : en Pages : 0
Book Description
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 normally regarded as the minimum financial base and comparing this to a family worth many millions. The book also considers a range of issues around the cultural development of the family office - from the larger complex structures of North America to the emergence of family offices in developing jurisdictions.
Author: Robert Daugherty Publisher: Gatekeeper Press ISBN: 1662907397 Category : Business & Economics Languages : en Pages : 139
Book Description
Family offices are garnering tremendous attention from successful families the world over. They are increasingly seen as the best way for these families to manage their wealth, deal with a wide array of non-financial issues and concerns, and help ensure their affluence transfers efficaciously to future generations. More and more, family offices are perceived as the way these families can get superior results. They are being chosen over more traditional competitors such as private banks, wealth managers, law firms, and accounting firms. The ability of a family office to produce superior results is very much dependent on YOU!
Author: Josh Baron Publisher: Harvard Business Press ISBN: 1633699064 Category : Business & Economics Languages : en Pages : 231
Book Description
Navigate the complex decisions and critical relationships necessary to create and sustain a healthy family business—and business family. Though "family business" may sound like it refers only to mom-and-pop shops, businesses owned by families are among the most significant and numerous in the world. But surprisingly few resources exist to help navigate the unique challenges you face when you share the executive suite, financial statements, and holidays. How do you make the right decisions, critical to the long-term survival of any business, with the added challenge of having to do so within the context of a family? The HBR Family Business Handbook brings you sophisticated guidance and practical advice from family business experts Josh Baron and Rob Lachenauer. Drawing on their decades-long experience working closely with a wide range of family businesses of all sizes around the world, the authors present proven methods and approaches for communicating effectively, managing conflict, building the right governance structures, and more. In the HBR Family Business Handbook you'll find: A new perspective on what makes family businesses succeed and fail A framework to help you make good decisions together Step-by-step guidance on managing change within your business family Key questions about wealth, unique to family businesses, that you can't afford to ignore Assessments to help you determine where you are—and where you want to go Stories of real companies, from Marchesi Antinori to Radio Flyer Chapter summaries you can use to reinforce what you've learned Keep this comprehensive guide with you to help you build, grow, and position your family business to thrive across generations. HBR Handbooks provide ambitious professionals with the frameworks, advice, and tools they need to excel in their careers. With step-by-step guidance, time-honed best practices, and real-life stories, each comprehensive volume helps you to stand out from the pack—whatever your role.
Author: Kirby Rosplock Publisher: John Wiley & Sons ISBN: 1119094720 Category : Business & Economics Languages : en Pages : 417
Book Description
The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity buyers, and top direct investing advisors provide essential insights, and attention to the nuanced processes of direct investing. The books is a hands-on resource for family offices and those investors interested in generating returns through private company ownership to be more effective in creating returns in a complex market. Direct investing best practices are explored in-depth, with guidance on strategy and the evaluation and assessment of various investment opportunities. The process begins with a codified and specific investment goal, and a robust strategy tailored to the investor's individual needs. Useful insight on 'narrowing the field' helps investors select the appropriate opportunities to meet their investment goals, and practical tools help streamline the process of capital deployment and in turn providing more opportunities to achieve desired returns. Despite the growing interest in direct investing, there is little public information available to investors and there is a lack of transparency into practical standards. This book bridges the gap between strategy and execution, with comprehensive guidance and real-world insights. Define and craft a focused investment thesis and appropriate timeline specific to your needs Identify the right type, size, duration, and risk profile aligned to your investment objectives Gain perspective on real-world direct investing and a deeper understanding of the risks and rewards Better understand best practices and institutional investment rigor to develop bespoke processes and policies that create better outcomes for independent investors Historically, extraordinary wealth has been created through equity in privately-held enterprise. Today, family offices and direct investors are looking more and more toward large capital deployment in early-stage and growth-oriented private equity investments, but are constrained by a lack of informed, established practices. The Complete Direct Investing Handbook provides the much-needed guidance and tools that can improve direct investment outcomes.
Author: Mark Daniell Publisher: John Wiley and Sons ISBN: 0470827084 Category : Business & Economics Languages : en Pages : 336
Book Description
Hamilton and Daniell have creatively taught us how to weave together the threads of lineage that create family legacy. They have also clarified the vision of what family leaders look like who are the master weavers of such threads. This all leads toward teaching us how to create and guide our families, and those we serve, to seven and more generations of successful, generative and flourishing lives as individuals and as family. We owe their work a deep debt of gratitude and a bow of appreciation. James (Jay) E. Hughes, Jr. Author, Family: The Compact Among Generations Mark Daniell and Sara Hamilton have written a book that will become a real reference for families wishing to establish a long-term strategy for building an enduring legacy for generations. It contains a wealth of ideas, strategy prescriptions, case histories, and anecdotes that will give the family leader and members of the “tribe” a true guide to building a system that will endure the test of time. I recommend it to families in Asia and beyond. Dr. Victor K. Fung Chairman, Li & Fung Group This is a superb book––unique and full of examples––on the vision of legacy and the role of family leadership. It is also a comprehensive guide to risk management with a special spirit for wise risk-taking. Daniell and Hamilton draw on the unique experience of the Family Office Exchange and its many hundreds of members and scores of studies to define the role of family leadership more fully and inspiringly than ever. This book makes the challenges vivid and the path clear for successful families to preserve both their wealth and their purpose. John L. Ward Principal, The Family Business Consulting Group Family Legacy and Leadership is an innovative, useful blend of theory and practice; and of the hard and soft issues that families face. It offers ideas, insights, and tools that will help families of all types find their path through change. Melissa A. Berman President & CEO, Rockefeller Philanthropy Advisors
Author: James E. Hughes, Jr. Publisher: John Wiley & Sons ISBN: 1119453186 Category : Business & Economics Languages : en Pages : 225
Book Description
What matters most in managing the family enterprise Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, now in its 20th year, this book provides updated and expanded guidance to change the way you think about your wealth and legacy. This team of expert authors—who brought the field not only Family Wealth but also Family the Compact, The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts—ground Complete Family Wealth in a clear account of the “five capitals”: human, intellectual, social, spiritual, and financial. The discussion covers the “what,” “who,” and “how” of family wealth management in clearly-delineated chapters that allow you to dip in as needed, from the principles of family enterprise to family governance, philanthropy, and more. Each family member plays a distinct role, and by exploring each member’s responsibilities in terms of the family enterprise, this book provides insights and ideas for real-world families struggling with all-too-common challenges. 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. Understand the five forms of capital that comprise “complete family wealth” Explore the roles of each family member in helping the family enterprise flourish Learn how friends, trustees, and advisors contribute to family wealth management Adopt specific practices that help families grow their complete wealth and ensure its survival through generations Family wealth can sometimes feel like more of a burden than a blessing. Developing the right understanding, character, and structures can improve family enterprise management and protect all your family’s capital from whatever the world throws your way. Complete Family Wealth is a one-stop reference for ensuring a positive legacy for future generations.
Author: Kirby Rosplock
Author: Kirby Rosplock
Author: William I. Woodson
Author: Kirby Rosplock
Author: Richard C. Wilson
Author: Clare Archer
Author: Robert Daugherty
Author: Josh Baron
Author: Kirby Rosplock
Author: Mark Daniell
Author: James E. Hughes, Jr.