Essential Reads on Family Offices is your essential resource featuring insights from the world’s foremost experts on the most pressing topics facing family offices and their advisers today.
Containing a collection of authoritative materials dedicated to providing family offices and their advisers with the most informative and thought-provoking contributions on key themes, the content focuses on:
• Family office profiles: profiles of leading family offices from around the world, highlighting their unique structures, strategies and values.
• Governance: best practices for developing and implementing effective governance structures and processes for family offices.
• Next Gen planning: expert insights on how to prepare the next generation of family members and manage the family’s wealth and legacy.
Family offices have complex and unique needs, and Globe Law and Business is committed to providing family offices and their advisers with the resources they need to thrive. Contributions have been carefully curated from the prestigious archive of The International Family Offices Journal, co-published with STEP, and the Special Report, Family Business and Responsible Wealth Ownership in order to provide you with the core knowledge needed to manage a family’s wealth, relationships and legacy for generations to come.
Tabla de materias
Foreword 3
Family office profiles 5
Family office profile: Rodolfo Paiz, CEO of the PT Family Office (Miami and Guatemala) 7
Interview by Suzy Peterfriend
Family office profile: Northwood Family Office 10
Interview with Tom Mc Cullough by Barbara R Hauser
An interview with Sue Nickason of Dart Family Office 15
Governance, entrepreneurship, resilience and reinvention on the five-generation journey of a family enterprise 17
Dennis T Jaffe, Maya Prabhu and Carolina Cintra
Family office profile: VALUEworks AG, Zurich/Switzerland 26
Interview with Kecia Barkawi, CEO and founder of VALUEworks AG by Barbara R Hauser
Family business, family office and next gen 30
Fabrizio Arengi Bentivoglio
Single-family offices in the 21st century – remaining fit for purpose 33
Iraj Ispahani and Carl Sjöström
Governance 41
Case study – design and set up of a family investment office 42
Guillermo Barandalla
Family mission vision and values statements: the essential foundation of an effective family governance system or just another form that cannot function? 45
Christian Stewart
The three family constitution archetypes and a wise alternative 53
Christian Stewart
Family constitutions, the rule of law and happiness 60
Barbara R Hauser
Stress tests – building resilience in the face of a crisis 68
David Werdiger
The benefits of applying the rule of law in family governance 74
Barbara R Hauser
The great man fallacy and family governance 79
Franklin J Parker
Next Gen 85
Family office succession planning 86
Susan R Schoenfeld
The right time to involve the next generation 94
Antoaneta Proctor
Parental expectations: effective guidelines or messy messages? 99
Raimund Kamp
Not the founder’s family office: evolving to meet the needs of rising generations 106
Amelia Renkert-Thomas
Let’s do it the SMART way: a practical guide for the raising of affluent children 115
Philippe J Weil
The importance of financial education for securing wealth transfer across generations 122
Peter Brock
I’m successful, but can’t talk to my children about money! Help! 128
Maya Prabhu
The hows and whys of enterprising families reinterpreting timeless tales for their Next Gen 133
Asher Noor
Generational resilience through the integration of governance into structure 140
Carly E Doshi, William J Kambas and Michael S Schwartz
Reframing succession in a disruptive era – a business family perspective 148
Roger King and Jeremy Cheng
Five things wealthy families can learn from Lee Man Tat 154
Russell Cohen
The next generation of strategic cultural philanthropy – impact, social justice and the opportunities for nextgen donors in the arts 156
Melissa Cowley Wolf
Effective mentoring for the next generation 165
Jessica Mc Gawley
Women: wealth and self-reliance 185
Philip Marcovici and Caroline Underwood
Safeguarding the family’s digital narrative: how to navigate the challenges of the social media revolution 209
Charlie Bain
About Globe Law and Business 225
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