The complete family office handbook : a guide for affluent families and the advisers who serve them /

• Κύριος συγγραφέας: Rosplock, Kirby, 1974- (Συγγραφέας)
• Μορφή: Ηλ. βιβλίο
• Γλώσσα: English
• Έκδοση: Hoboken, New Jersey : Wiley : Bloomberg Press, [2014]
• Σειρά: Bloomberg financial series.
• Θέματα: Family-owned business enterprises > Management.; Finance, Personal.; BUSINESS & ECONOMICS > Personal Finance > Money Management.; Family-owned business enterprises.; Electronic books.

"Everything you need to take advantage of today's most exciting new wealth management career options. 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...

Πίνακας περιεχομένων:

• Introduction to the family office
• Inception of the family office: pathways to be family office
• Family wealth needs: determining your family office solution and services
• Family values, mission, and vision and the family office
• Establishing and structuring of family offices
• Advising families: developing a family office baseline
• Legal and compliance standands and practices for family offices
• Investment management and the family office
• Operations and information technology in the family office
• Talent management in the family office
• Governance issues for the family office
• Preparing succeeding generations: family education in the family office
• Family entrepreneurship and the family bank
• Legacy and philanthropy in the family office
• Globalization of the family office: international families and family offices.