The Family Office A Practical Guide to Strategically and Operationally Managing Family Wealth /

The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs c...

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Bibliographic Details
Main Author: Canessa, Boris (Author)
Format: Electronic eBook
Language:English
Published: Cham : Springer International Publishing, 2018.
Edition:1st ed. 2018.
Subjects:
Personal finance.
Pension plans.
Business enterprises-Finance.
Leadership.
ISBN:9783319990859
Online Access: Get full text
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Table of Contents:
  • 1. What is a family office?
  • 2. How is a family office structured?
  • Interview with Simon Foster
  • 3. What are the fundamental success factors for a family office?
  • Interview with Klaus Kuder
  • 4. Structures for Managing Wealth
  • Interview with Christoph Zapp
  • 5. Reliable Handling of Legal and Tax Issues
  • 6. Succession Planning
  • Interview with Christian-Titus Klaiber
  • 7. Organizing the Family: Family Governance
  • Interview with Larry Donckers
  • 8. Effective Structuring of Philanthropic Engagement
  • Interview with Nour Abou Adal & Maissa Abou Adal
  • 9. Concierge Services by the Family Office
  • 10. Organizational Framework for the Family Office
  • Interview with James Fleming
  • 11. Client Structure and Communication
  • 12. Committees, Guidelines and Professional Management Systems
  • Interview with Tom McCullough
  • 13. Leadership Structures in the Family Office
  • Interview with Leslie Voth
  • 14. Strengths, Weaknesses, Opportunities, Threats: Avoiding Traps, Preparing for the Future.

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