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The complete direct investing handbook : a guide for family offices, qualified purchasers, and accredited investors / / Kirby Rosplock
| The complete direct investing handbook : a guide for family offices, qualified purchasers, and accredited investors / / Kirby Rosplock |
| Autore | Rosplock Kirby <1974-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2017 |
| Descrizione fisica | 1 online resource (367 pages) |
| Disciplina | 332.6 |
| Collana |
Bloomberg Financial Series
THEi Wiley ebooks |
| Soggetto topico |
Investments
Portfolio management Finance, Personal Families |
| ISBN |
1-119-09472-0
1-119-09473-9 1-119-09474-7 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910270887503321 |
Rosplock Kirby <1974->
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2017 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The complete family office handbook : a guide for affluent families and the advisers who serve them / / Kirby Rosplock
| The complete family office handbook : a guide for affluent families and the advisers who serve them / / Kirby Rosplock |
| Autore | Rosplock Kirby <1974-> |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , [2021] |
| Descrizione fisica | 1 online resource (481 pages) |
| Disciplina | 658.045 |
| Soggetto topico | Family-owned business enterprises - Management |
| ISBN |
1-119-69410-8
1-119-69407-8 1-119-69409-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910554801503321 |
|
Rosplock Kirby <1974->
|
||
| Hoboken, New Jersey : , : Wiley, , [2021] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The complete family office handbook : a guide for affluent families and the advisers who serve them / / Kirby Rosplock
| The complete family office handbook : a guide for affluent families and the advisers who serve them / / Kirby Rosplock |
| Autore | Rosplock Kirby <1974-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Incorporation, , 2014 |
| Descrizione fisica | 1 online resource (434 p.) |
| Disciplina | 332.6 |
| Collana | Bloomberg financial series |
| Soggetto topico |
Family-owned business enterprises - Management
Finance, Personal |
| ISBN |
1-118-79682-9
1-118-41701-1 1-118-42041-1 |
| Classificazione | BUS050030 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 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 |
| Record Nr. | UNINA-9910138965503321 |
|
Rosplock Kirby <1974->
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Incorporation, , 2014 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The complete family office handbook : a guide for affluent families and the advisers who serve them / / Kirby Rosplock
| The complete family office handbook : a guide for affluent families and the advisers who serve them / / Kirby Rosplock |
| Autore | Rosplock Kirby <1974-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Incorporation, , 2014 |
| Descrizione fisica | 1 online resource (434 p.) |
| Disciplina | 332.6 |
| Collana | Bloomberg financial series |
| Soggetto topico |
Family-owned business enterprises - Management
Finance, Personal |
| ISBN |
1-118-79682-9
1-118-41701-1 1-118-42041-1 |
| Classificazione | BUS050030 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 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 |
| Record Nr. | UNINA-9910813648303321 |
|
Rosplock Kirby <1974->
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Incorporation, , 2014 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||