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The family office handbook : a guide for affluent families and the advisers who serve them

Author: Kirby Rosplock
Publisher: Hoboken, New Jersey : John Wiley & Sons, Inc., 2013.
Series: Bloomberg financial series
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
"Everything you need to take advantage of today's most exciting new wealth management career optionIt seems like ever since Oprah started hers, family offices are all the rage among today's high-net-worth individuals. Private wealth management advisory firms serving one client, or a very limited number of exclusive clients, family offices come in two flavors: single family and multifamily, with the latter operating  Read more...
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Genre/Form: Electronic books
Additional Physical Format: Print version:
Rosplock, Kirby, 1974-
Family office handbook.
Hoboken : Wiley, 2013
(DLC) 2013030210
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Kirby Rosplock
ISBN: 9781118417010 1118417011 9781118420416 1118420411
OCLC Number: 856579630
Notes: Includes index.
Description: 1 online resource.
Contents: The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them; Copyright; Contents; Foreword; Preface; Acknowledgments; Chapter 1: Introduction to the Family Office; A Macro View of Global Wealth; Billionaire Update; How Much Do I Really Need to Fund a Family Office?; Purpose and Definition of the Family Office; Historical Background of the Family Office; Family Wealth and the Family Office from the Industrial Age; Three Key Roles of the Family Office; The Keeper and Executor; The Guardian and Confidant; The Brain Trust; Types of Family Office Services. Conclusion and Final ThoughtsNotes; Chapter 2: Inception of the Family Office: Pathways to a Family Office; Inception of a Family Office; Impact of the Family Business on the Family Office; Attractions and Challenges with Embedded Family Offices in the Family Business; Separating the Family Office from the Family Business; Sudden Wealth; The Investment Office; Family Offices through the Back Door; Family Business Exit and Liquidity Event; Case-The Kessler Family; Conclusion and Final Thoughts; Notes; Chapter 3: Family Wealth Needs: Determining Your Family Office Solution and Services. Trends in the Family Office LandscapeFamily Office Archetypes; The Multi-generational Focused Family Office; The Investment Family Office; The Founder's Family Office; The Administrative and Compliance Family Office; Family Business-Centered Family Office; Legacy and Philanthropic Family Office; Determining Family Wealth Management Needs; Why the Single Family Office Solution?; Why the Multi-Family Office Solution?; Questions to Ask During the Evaluation Process; Request for a Proposal (RFP); Conclusion and Final Thoughts; Notes. Chapter 4: Family Values, Mission, and Vision and the Family OfficeIntroduction to Values; The Process of Exploring Values; Values Statement; Mission Statement; Values, Mission, and the Family Office; The Importance of Vision; Elements for Successful Family Office Visioning; Building Your Family Office Vision; Pitcairn Family Case Study; Creating Your Family Vision; Step 1: Education and Clarifying the Process and Expectations; Step 2: Preplanning for the Vision Retreat; Step 3: Staging the Vision Retreat; Step 4: Developing Your Family's Vision; Step 5: Aligning Vision with a Strategic Plan. Conclusion and Final ThoughtsNotes; Chapter 5: Establishing and Structuring of Family Offices; Case in Point; Question 1: What Legal Form Should the Family Office Take?; Choice of Entity; Deciding Between an LLC and a C Corporation; Question 2: Who Should Pay for Establishing and Operating the Family Office?; Question 3: Who Should Own the Family Office and How?; Legal Ownership; Beneficial Ownership; Models of Ownership; Question 4: Who Should Manage the Family Office and How?; Structuring the Legal Formalities; Structuring the Scope of Services.
Series Title: Bloomberg financial series
Responsibility: Kirby Rosplock.

Abstract:

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.  Read more...

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