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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 | ||
| ||
The value of debt in building wealth / / Thomas J. Anderson
| The value of debt in building wealth / / Thomas J. Anderson |
| Autore | Anderson Thomas J (Certified investment management analyst) |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2017 |
| Descrizione fisica | 1 online resource (275 pages) |
| Disciplina | 332.024/02 |
| Collana | THEi Wiley ebooks |
| Soggetto topico |
Debt
Loans, Personal Finance, Personal |
| ISBN |
1-119-04926-1
1-119-04927-X |
| Classificazione | BUS050030 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Machine generated contents note: Foreword Acknowledgments About the Author Introduction Chapter 1: The Traditional Glide Path The Need for Specific, Actionable Advice Chapter 2: Foundational Facts All Debt is Not Equal: Oppressive, Working, and Enriching Debt Paying Down Debt Gives You a Return Equal to Your After-Tax Cost of That Debt Sh*t Happens - Value Liquidity Yes, You Can - Save Compounding Matters - For the Upside and the Downside The Past is the Past; Focus on the Future Behavioral Economics Matters Chapter 3: A Balanced Path to L.I.F.E. Phase 1: Launch! Phase 2: Independence Chapter 4: Freedom and Equilibrium Phase 3: Freedom Phase 4: Equilibrium Bonus Phase: No Debt! Chapter 5: The Other Side of the Balance Sheet The Probability of an 8 Percent Rate of Return is Zero Risk, Return, and Diversification What About Interest Rates and Cost of Debt? What about One of Your Biggest Assets? Your House Three Buckets of Money Risk Matters - The Risk of Time Factoring Leverage into Returns Debt as an Integrated Part of Your Investment Philosophy Chapter 6: Proof of the Value of Debt The Big Picture - Debt Can Be Valuable Children and College Savings Interest Rates and Debt Service Coverage Ratios Chapter 7: Conclusion Taking a Stand Against Conventional Wisdom Appendix A: Phi Phound Me Inspiration Arrived Not Perfect Makes Perfect Applying The Fibonacci Sequence From 13 to 8 From 8 to 5 Super Cool Math Appendix B: Understanding The Power of Securities-Based Lending Case Study The Power of Securities-Based Lending First Bank of Mom and Dad Appendix C: Home Purchase and Financing Considerations Don't Rush to Buy a House When Home Ownership Can Go Wrong Save Yourself the Anguish Be Careful! All Mortgages Are Not Created Equal Owning Can Be Great Appendix D: The Millennial's Guide To Debt and Getting Started Saddled by Student Loans The Best Budget: Spend Less Than You Make Debt to Income Ratios Pulling These Concepts Together Appendix E: The Math Behind the Examples Chapter 1: The Nadas, Steadys and Radicals Chapter 3 and 4: Brandon and Teresa Higher Income Glossary Resource Guide Bibliography Suggested Reading Index. |
| Record Nr. | UNINA-9910162801903321 |
|
Anderson Thomas J (Certified investment management analyst)
|
||
| Hoboken, New Jersey : , : Wiley, , 2017 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The value of debt in building wealth / / Thomas J. Anderson
| The value of debt in building wealth / / Thomas J. Anderson |
| Autore | Anderson Thomas J (Certified investment management analyst) |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2017 |
| Descrizione fisica | 1 online resource (275 pages) |
| Disciplina | 332.024/02 |
| Collana | THEi Wiley ebooks |
| Soggetto topico |
Debt
Loans, Personal Finance, Personal |
| ISBN |
1-119-04926-1
1-119-04927-X |
| Classificazione | BUS050030 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Machine generated contents note: Foreword Acknowledgments About the Author Introduction Chapter 1: The Traditional Glide Path The Need for Specific, Actionable Advice Chapter 2: Foundational Facts All Debt is Not Equal: Oppressive, Working, and Enriching Debt Paying Down Debt Gives You a Return Equal to Your After-Tax Cost of That Debt Sh*t Happens - Value Liquidity Yes, You Can - Save Compounding Matters - For the Upside and the Downside The Past is the Past; Focus on the Future Behavioral Economics Matters Chapter 3: A Balanced Path to L.I.F.E. Phase 1: Launch! Phase 2: Independence Chapter 4: Freedom and Equilibrium Phase 3: Freedom Phase 4: Equilibrium Bonus Phase: No Debt! Chapter 5: The Other Side of the Balance Sheet The Probability of an 8 Percent Rate of Return is Zero Risk, Return, and Diversification What About Interest Rates and Cost of Debt? What about One of Your Biggest Assets? Your House Three Buckets of Money Risk Matters - The Risk of Time Factoring Leverage into Returns Debt as an Integrated Part of Your Investment Philosophy Chapter 6: Proof of the Value of Debt The Big Picture - Debt Can Be Valuable Children and College Savings Interest Rates and Debt Service Coverage Ratios Chapter 7: Conclusion Taking a Stand Against Conventional Wisdom Appendix A: Phi Phound Me Inspiration Arrived Not Perfect Makes Perfect Applying The Fibonacci Sequence From 13 to 8 From 8 to 5 Super Cool Math Appendix B: Understanding The Power of Securities-Based Lending Case Study The Power of Securities-Based Lending First Bank of Mom and Dad Appendix C: Home Purchase and Financing Considerations Don't Rush to Buy a House When Home Ownership Can Go Wrong Save Yourself the Anguish Be Careful! All Mortgages Are Not Created Equal Owning Can Be Great Appendix D: The Millennial's Guide To Debt and Getting Started Saddled by Student Loans The Best Budget: Spend Less Than You Make Debt to Income Ratios Pulling These Concepts Together Appendix E: The Math Behind the Examples Chapter 1: The Nadas, Steadys and Radicals Chapter 3 and 4: Brandon and Teresa Higher Income Glossary Resource Guide Bibliography Suggested Reading Index. |
| Record Nr. | UNINA-9910820802403321 |
|
Anderson Thomas J (Certified investment management analyst)
|
||
| Hoboken, New Jersey : , : Wiley, , 2017 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||