Flaptekst

In the updated and revised Second Edition of The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them, celebrated author and advisor Kirby Rosplock demystifies the concept of the family office. Showing you exactly how to identify whether joining a family office is right for you, the book details the services rendered by typical family offices and the associated costs. The book provides the most current knowledge, research, and cutting-edge insights from thought leaders in the family office sector. It provides practical tools, templates, and exercises to guide family office practitioners as they create plans for their family office. The Second Edition of The Complete Family Office Handbook also includes brand new case studies, examples, and a dedicated chapter on establishing a private trust company that will be invaluable to family offices. Perfect for families who need assistance managing, sustaining, and growing their wealth across multiple generations, The Complete Family Office Handbook explains how family offices aid families in the management of their tax, fiduciary, and compliance needs in addition to addressing investment governance and risk management. Further, the book reviews the various family office structures, assesses philanthropic and impact investment strategies, and presents modernized approaches to family wealth education. Finally, the book explores how family governance and wealth transfer are enhanced by the creation of continuity, cohesion, and purpose within the family. An indispensable resource for family office executives and the families they serve, The Complete Family Office Handbook belongs on the bookshelves of consultants, advisors, trustees, and providers to wealthy families, as well as any other professional working with family offices. This volume will educate affluent families and individuals, philanthropists, and industry professionals about the vital services provided by family offices for the benefit of today's generation and tomorrow's.