The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (2nd Edition)

December 8, 2020
The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them (2nd Edition)

Discover new insights on how to setup, manage, andadvise wealthy families and their family officesThe Complete Family Office: A Guide for Affluent Familiesand the Advisors Who Serve Them, 2nd Edition represents thenewest update to an essential series. This book prepares themembers of wealthy families to collectively manage, sustain, andgrow their wealth across multiple generations. It also assistsprofessionals who advise families to better serve their needs.This book teaches those who advise family offices and wealthyfamilies on:How to setup, structure, and advise a family officeCurrent compliance, fiduciary and risk management practices fora family officeForward-thinking investment management, estate planning, andprivate trust company considerationsFresh insights on philanthropy, legacy, and impact investingBest practices to managing family wealth education and preparingnext generation ownersNew insights on family governance, strategic planning, andsuccessionMethods to create a family constitution, mission, and vision forfamilies and their family offices.The Complete Family Office Handbook provides the mostcomprehensive, current research, practical guidance, and approachesfrom leading family offices from around the globe and illustrates,by way of practical case studies and examples, how families caneffectively manage their wealth for the long term.