Prepared in association with STEP, the world's leading organisation for private wealth professionals, this new edition of Family Offices features updated chapters from key players in the field including JPMorgan, Sandaire, Pitcairn, Penningtons Manches, Withers and Farrer & Co. This practical guide steers readers through the family office model, from its inception to the final stage in its "life cycle", and covers: -Establishing a family office and choosing the right jurisdiction -Recruiting and managing staff -The pros and cons of a "virtual" office -Evaluating a multi-family office -Millennials' interest in investments -Reputation protection -Using social media, total risk analysis and tools -Communication and cultural issues -Governance, crisis planning and long-term resilience The second part of the book explores the increasing number of important jurisdictions and features chapters on Australia, Bermuda, Canada, the Gulf region, Hong Kong, India, Israel, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States. Whether you are a professional practising in the family office sphere, a family member or a new entrant to this diverse and challenging arena, this comprehensive publication provides essential insight into all aspects of the family office world.
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.
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.
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.
This book offers a global snapshot of family offices, using case studies of family offices like the Rockefeller’s “Room 5600” and covers important direct investment styles of family offices—all supported by hard research and ...
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, ...
The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals.
This book is for those looking to work with HWN Investors, single family offices, multi-family offices, and those who want to leverage a family office directory or family office database product to help them do so.
Family offices are garnering tremendous attention from successful families the world over.
... Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises. Copyright © 2020 John Wiley & Sons, Inc. Reprinted with permission of John Wiley & Sons, Inc. FIGURE 11.1 Evolving Family Governance Practices Over ...
Author Angelo Robles, founder and CEO of Family Office Association and Effective Family Office, excavates the most effective tools, policies, procedures and family and organizational culture that new and existing SFOs embrace to achieve and ...