Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this new edition of Family Offices features updated chapters from key players in the field including Sandaire, Pitcairn and Farrer & Co.
This practical guide steers readers through the family office model, from its inception to the final stage in its “life cycle”, and covers:
•Establishing a family office and choosing the right jurisdiction
•Recruiting and managing staff
•The pros and cons of a “virtual” office
•Evaluating a multi-family office
•Millennials’ interest in investments
•Reputation protection
•Using social media, total risk analysis and tools
•Communication and cultural issues
•Governance, crisis planning and long-term resilience
The second part of the book explores the increasing number of important jurisdictions and features chapters on Australia, Bermuda, Canada, the Gulf region, Hong Kong, India, Israel, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States.
Whether you are a professional practising in the family office sphere, 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.
สารบัญ
About STEP 7
Introduction 9
Barbara R Hauser
Independent family adviser
What is a family office? 11
Ian Macdonald
Wright, Johnston & Mackenzie LLP
Mark Mc Mullen
BDO UK
Francis Moore
Moore Family Office Limited
Establishing the family office 27
Barbara R Hauser
Independent family adviser
Selecting the right family office jurisdiction 35
Jan van Bueren
Thomas Ming
FOSS Family Office Advisory – Union Bancaire Privée, UBP SA
Global virtual family offices 47
Thomas J Handler
Handler Thayer LLP
Recruitment and talent management strategies 63
M J Rankin
The Rankin Group LLC
Investment 79
Charles Peacock
Sandaire
Alexander Scott
Applerigg Limited
Health and wellbeing: the journey to family longevity 93
Feisal Alibhai
Jing Cameron
Qineticare
Professionals and family offices: putting a square peg in a round hole? 105
Joseph A Field
Pillsbury Winthrop Shaw
Pittman LLP
Family offices and technology: the challenge, approach and opportunity 111
William S Wyman
Summitas LLC
Don’t let a risk become a crisis 123
Clare Archer
Rebecca Goldring
Penningtons Manches
Risk and insurance management 131
Linda Bourn
Crystal, Alliant Private Client
The ‘prepared mind’ at a time of crisis 141
John Deverell
Deverell Associates
Family values, mission and vision and the family office 149
Kirby Rosplock
Tamarind Partners Inc
Culture, communication and conflict 161
Ian A Marsh
What next? Governing a family office through leadership succession 175
Amelia Renkert-Thomas
Renkert Thomas Consulting LLC
The five challenges for wealth inheritors to develop a positive wealth identity 185
Dennis T Jaffe
Wise Counsel Research
The golden rucksack – insights from qualitative research among wealthy heirs 195
Raimund Kamp
Marijke Kuijpers
Guidato
The resilient single family office: a developmental perspective 217
James Grubman
Family Wealth Consulting
Dennis T Jaffe
Wise Counsel Research
The lifecycle of the family office 233
Leslie Voth
Pitcairn
The global culture of giving: four key trends 243
Melissa A Berman
Rockefeller Philanthropy Advisors
Australia 251
Keith Drewery
Drewery Consulting
Bermuda 271
Keith Robinson
Carey Olsen Bermuda Limited
Canada 281
Mary Anne Bueschkens
Miller Thomson LLP
Lucinda Main
Andrea Tratnik
Beard Winter LLP
The Gulf states 299
Barbara R Hauser
Independent family adviser
Asher Noor
Al Touq Group
Hong Kong 309
Christian Stewart
Family Legacy Asia (HK) Limited
India 333
Aditya Gadge
Association of International Wealth Management of India (AIWMI)
Israel 347
Ori Ephraim
O Ephraim Multi Family Office Services
Lyat Eyal
Aronson, Ronkin-Noor, Eyal Law Firm
Alon Kaplan
Alon Kaplan, Advocate and Notary Firm
Italy 371
Nicola Saccardo
Maisto e Associati
Netherlands 379
Raimund Kamp
Marijke Kuijpers
Guidato
Singapore 391
David Chee
Drew & Napier LLC
Switzerland 399
Andrea B Bolliger
Tobias F Rohner
Baker Mc Kenzie Zurich
United Kingdom 405
Grania Baird
Emily Jamieson
Marianne Kafena
Simon Rees
Farrer & Co
United States 423
Mary Duke
Independent adviser to families
About the authors 439
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