Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this practical guide steers readers through the family office model, from its inception to the final stage in its ‘life cycle’. Written by leading experts in the field, this third edition has been fully updated and looks at a broad range of key topics including:
• establishing a family office and choosing the right jurisdiction;
• the tax structuring of a family office;
• the pros and cons of a ‘virtual’ office;
• governance, crisis planning and long-term resilience;
• hiring leaders for the family office;
• philanthropy and the global culture of giving; and
• wealth stewardship.
New chapters cover family office relevancy, the importance of the family owner’s manual, reputation in the digital age, diversity and inclusion in estate planning, and building and caring for family art collections. In addition, the book explores the increasing number of important jurisdictions and features chapters on Australia, Bermuda, Canada, Greater China, the Gulf states, Hong Kong, Israel, Italy, Luxembourg, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States.
Whether you are a professional practising in the family office sphere, a family officer, a family member or a new entrant to this diverse and challenging arena, this comprehensive publication provides essential insight into all aspects of the family office world.
Spis treści
About STEP 7
Introduction 9
Barbara R Hauser
Independent family consultant
Nicola Saccardo
Charles Russell Speechlys
Establishing the family office 11
Barbara R Hauser
Independent family consultant
Choice of structures 21
David Bowen
Imogen Buchan-Smith
Ernst & Young LLP
Global virtual family offices 39
Thomas J Handler
Handler Thayer LLP
Building and caring for your family collections: a guide 57
Ronald Varney
Ronald Varney Fine Art Advisors
The rule of law versus the law of rulers 69
Joseph A Field
Pillsbury Winthrop Shaw Pittman LLP
The family owner’s manual: what, how and why 79
Josh Kanter
leafplanner; Josh Kanter Wealth Advisory Services
The ‘prepared mind’ at a time of crisis 93
John Deverell
www.thepreparedmind.net
Reputation in the digital age: how to combat online reputational risks 101
Perveen Hill
Jo Sanders
Caroline Thompson
Withersworldwide
Building a learning-centric family office 117
Kirby Rosplock
Tamarind Partners and Tamarind Learning
Why inclusion of LGBTQ clients is mission critical for family wealth advisers 133
Penelope Purdy
P2 Ink
Timothy J Volk
T Volk & Company
Governance 147
Abdullah Adib Al Zamil
Zamil Private Office
Hiring leaders for the family office 157
Rhian-Anwen Hamill
RAH Partners Ltd
Maya Prabhu
Marie-Thérèse Yates
JP Morgan Private Bank
The accelerating global culture of giving 177
Melissa A Berman
Rockefeller Philanthropy Advisors
The resilient single family office: a developmental perspective 185
James Grubman
Family Wealth Consulting
Dennis T Jaffe
Banyan Global Family Business Advisors
Family office relevancy: doing what’s asked and what’s needed 201
James M Coutré
Fidelity Investments
The lifecycle of the family office 215
Leslie Voth
Pitcairn
With great wealth comes great responsibility: the fundamentals of responsible wealth stewardship for the family office 225
Bryony Cove
Farrer & Co
Xavier Isaac
Accuro
Gina M Pereira
Meritus
Australia 235
Keith Drewery
KPMG Family Office
Bermuda 259
Keith Robinson
Carey Olsen Bermuda Limited
Canada 271
Mary Anne Bueschkens
Family office/private equity advisory services and corporate director
Lucinda Main
Weir Foulds LLP
Andrea Tratnik
Beard Winter LLP
Greater China 293
Winnie Qian Peng
Roger King Center for Asian Family Business and Family Office, Hong Kong University of Science and Technology
The Gulf states 307
Barbara R Hauser
Independent family consultant
Asher Noor
Odyssey SFO
Hong Kong 317
Deirdre Fu
Katie Graves
Simon Wong
Wei Zhang
Withersworldwide
Israel 339
Ori Ephraim
O Ephraim Multi Family Office Services
Lyat Eyal
Aronson, Ronkin-Noor, Eyal Law Firm and Notary
Alon Kaplan
Alon Kaplan Advocate & Notary
Italy 367
Nicola Saccardo
Charles Russell Speechlys
Luxembourg 375
Yacine Diallo
Charles Russell Speechlys SCS, Avocats à la Cour
Netherlands 401
Raimund Kamp
Marijke Kuijpers
Guidato
Singapore 415
David Chee
Wong Partnership LLP
Switzerland 425
Andrea Bolliger
Baker Mc Kenzie
Tobias F Rohner
VISCHER
United Kingdom 433
Grania Baird
Richard Lane
Simon Rees
Farrer & Co
United States 451
Mary K Duke
Independent Advisor to Families
About the authors 469
About Globe Law and Business 487
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