The Complete Family Office Handbook

Name: The Complete Family Office Handbook
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SKU: 9781119694007
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A Guide for Affluent Families and the Advisors Who Serve Them

By Kirby Rosplock

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3.89

( 65 ratings, 6 reviews)

Summary

The Complete Family Office Handbook by Kirby Rosplock provides an in-depth exploration of the family office model, offering insights into its structure, functions, and management. Designed for high-net-worth families and their advisers, the book covers how family offices operate, from wealth management to philanthropic activities. It also includes practical strategies and expert advice on establishing and running a successful family office.
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Format: Hardback

$169⁹⁹

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The Complete Family Office Handbook

$169⁹⁹

Book Hero Magic created this recommendation. While it's new and still learning, it may not be perfect - your feedback is welcome! IS THIS YOUR NEXT READ?

You might enjoy this comprehensive guide if you're interested in understanding the intricate workings of family offices, especially concerning wealth management and investment strategies. It provides valuable insights for financial advisors, family office professionals, and anyone wanting to establish or improve a family office.

The Complete Family Office Handbook

Revised edition of the author's The complete family office handbook, [2014]

Description

Discover new insights on how to set up, manage, and advise wealthy families and their family offices.

The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs.

This book teaches those who advise family offices and wealthy families on:

How to set up, structure, and advise a family office
Current compliance, fiduciary, and risk management practices for a family office
Forward-thinking investment management, estate planning, and private trust company considerations
Fresh insights on philanthropy, legacy, and impact investing
Best practices to manage family wealth education and prepare next generation owners
New insights on family governance, strategic planning, and succession
Methods to create a family constitution, mission, and vision for families and their family offices

The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe. It illustrates, through practical case studies and examples, how families can effectively manage their wealth for the long term.

Book Hero Magic summarised reviews for this book. While it's new and still learning, it may not be perfect - your feedback is welcome! HOW HAS THIS BEEN REVIEWED?

The Complete Family Office Handbook by Kirby Rosplock is praised for its comprehensive coverage of setting up and managing a family office. Reviewers appreciate its practical insights, detailed analysis, and relevance for both novices and seasoned professionals in the field of finance and investment. The guide is noted for its clear explanations and wide-ranging advice, making it a valuable resource for those navigating the complexities of family office operations.

Book Details

INFORMATION

ISBN: 9781119694007

Publisher: John Wiley & Sons Inc

Format: Hardback

Date Published: 04 January 2021

Country: United States

Imprint: John Wiley & Sons Inc

Edition: 2nd edition

Audience: Professional and scholarly

DIMENSIONS

Spine width: 43.0mm

Width: 163.0mm

Height: 231.0mm

Weight: 726g

Pages: 480

Collections

Business & Entrepreneurship Finance & Economics Finance & Investment Kirby Rosplock Non-Fiction Start-ups & Entrepreneurship

About the Author

KIRBY ROSPLOCK, PHD, is the founder of Tamarind Partners, Inc., a world-class family office consultancy and founder and Chief Learning Officer of Tamarind Learning, a comprehensive, virtual learning platform for family offices, advisors, and the families they serve. Visit our websites at TamarindPartners.com and TamarindLearning.com to learn more.