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Titel: The Complete Family Office Handbook: A Guide...
Verlag: Bloomberg Press
This Book is in Good Condition. Clean Copy With Light Amount of Wear. 100% Guaranteed. Summary: 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. Buchnummer des Verkäufers ABE_book_usedgood_1118367308
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. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you?re like most families and advisors, you?re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. 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.
The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family?s particular needs and investment goals. Whether you?re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.
Inhaltsangabe: 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.
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