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Record Nr. |
UNINA9910813648303321 |
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Autore |
Rosplock Kirby <1974-> |
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Titolo |
The complete family office handbook : a guide for affluent families and the advisers who serve them / / Kirby Rosplock |
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Pubbl/distr/stampa |
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Hoboken, New Jersey : , : John Wiley & Sons, Incorporation, , 2014 |
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©2014 |
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ISBN |
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1-118-79682-9 |
1-118-41701-1 |
1-118-42041-1 |
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Descrizione fisica |
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1 online resource (434 p.) |
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Collana |
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Bloomberg financial series |
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Classificazione |
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Disciplina |
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Soggetti |
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Family-owned business enterprises - Management |
Finance, Personal |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di bibliografia |
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Includes bibliographical references and index. |
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Nota di contenuto |
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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 Thoughts Notes; 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 Landscape Family Office Archetypes; The |
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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 Office Introduction 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 Thoughts Notes; 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 |
Family Philanthropy, Legacy, and Social Capital |
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Sommario/riassunto |
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"Everything you need to take advantage of today's most exciting new wealth management career option It 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 more like a traditional wealth management practice. If you're like most financial advisors, by now you're familiar with the concept, but don't know if it's right for you and your clients, or how to break into the business. This book supplies you with answers to all your questions about this exciting new career opportunity. Demystifies the concept of the family office, clarifying who should consider joining a multi-family office or starting their own single-family office Explains what services should be rendered by a family office and what the expense to the family can be Provides the most current knowledge, research, and cutting-edge approaches from thought leaders in the family office industry Gives you practical tools, templates, and exercises to guide you as you envision, plan, and develop your family office "-- |
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