The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (Bloomberg Financial) - Hardcover

Rosplock, Kirby

Hardcover

ISBN 10: 1118367308 ISBN 13: 9781118367308

Verlag: John Wiley & Sons Inc, 2014

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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.

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Praise for The Complete Family Office Handbook

"The Complete Family Office Handbook captures the essence of today's family office and paves the way to best practice for every family and advisor entrusted with sustaining generational wealth. Kirby has written what is sure to be an industry classic."
?Sara Hamilton, Founder and CEO, Family Office Exchange

"The Complete Family Office Handbook is an important resource on the opaque world of the single family office. Comprehensive and easy to read, the book incorporates the views of many thought leaders on diverse topics from the importance of a family office vision to the current legal and compliance standards for the single family office. Those who are new to family offices and those of us who have worked in the field for decades will use it as a valuable reference for issues and ideas."
?Kathryn M. McCarthy, Director, The Rockefeller Trust Company, N.A. and an independent advisor to families and family offices

"Kirby Rosplock dedicated a year of her life to writing this book and it shows. This is the must-have book for anyone dealing with high levels of wealth?it will support wealth holders as well as wealth advisors and service providers in creating the most efficient structure possible for handling and preserving a high net worth person or family's financial and human assets. Rosplock and her collaborators clearly demonstrate their command of the subject and why they are globally known to be at the top of this industry."
?Steffi Claiden, Founder/CEO, Family Office Review/Family Office Capital Network

"Kirby blends leading industry research, real world case examples and best practices to architect the first book to comprehensively outline the infrastructure, costs and considerations for building and sustaining a world class family office. My hat is off to her."
?John Benevides, President, CTC Consulting | Harris myCFO

"Kirby Rosplock expertly captures the complexities of the practical and emotional choices that affluent families and their advisors face."
?Susan Remmer Ryzewic, President and CEO, EHR Investments, Inc.

"Most wealth books are written for managers and contain lots of details but no sense of the daily life and concerns of the people who are to be served. This Handbook is one of a kind?written for real concerned and want-to-know people. The book starts not with concepts but with concerns and offers clear ideas about what to do, laced with details about real families managing the dilemmas of great wealth and an expanding family. There are few such families, but this handbook is for every family member of such families.
?Dennis T. Jaffe, PhD, Professor of Organizational Systems and Psychology, Saybrook University

Über diese Auflage

• Verlag: John Wiley & Sons Inc
• Erscheinungsdatum: 2014
• ISBN 10: 1118367308
• ISBN 13: 9781118367308
• Einband: Tapa dura
• Anzahl der Seiten: 432