(Ebook PDF) The Complete Family Office Handbook 2nd Edition by Kirby Rosplock 1119694078 9781119694076 full chapters

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ISBN-10 :  1119694078 

ISBN-13 :  9781119694076

Author : Kirby Rosplock 

Discover new insights on how to setup, 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 setup, 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 managing family wealth education and preparing 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 and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

The Complete Family Office Handbook 2nd Table of contents:

CHAPTER 1: Introduction to the Family Office
A Macro View of Global Wealth
Billionaire Update
How Much Do I Really Need to Fund a Family Office?
Purpose and Definition of the Family Office
Historical Background of the Family Office
Key Roles of the Family Office
Family Office Orientation to Family, Strategy, and Operations
Conclusion and Final Thoughts
Notes
CHAPTER 2: Family Office Evolution: Inceptions and Archetypes
Inception of a Family Office
Scale: How Much Is Enough?
Impact of the Family Business on the Family Office
Attractions and Challenges with Embedded Family Offices
Separating the Family Office from the Family Business
Sudden Wealth
The Investment-Focused Family Office
Family Offices Through the Back Door
Family Business Exit and Liquidity Event
Family Office Archetypes
Mathile Case Study
Conclusion and Final Thoughts
Notes
CHAPTER 3: Comparing Family Office Solutions: Multi- and Single-Family Offices
Trends in the Family Office Landscape
Determining Family Wealth Management Needs
Why the Single-Family Office Solution?
Why the Multi-Family Office Solution?
Questions to Ask During the Evaluation Process
Pathways to Selecting a Multi-Family Office
Godspeed Case Study
Conclusion and Final Thoughts
Notes
CHAPTER 4: Family Values, Mission, and Vision and the Family Office
Introduction to Values
The Process of Exploring Values
Values Statement
Mission Statement
Values, Mission, and the Family Office
The Importance of Vision
Elements for Successful Family Office Visioning
Building Your Family Office Vision
Pitcairn Family Case Study
Five Steps to Creating a Family Vision
Conclusion and Final Thoughts
Notes
CHAPTER 5: Establishing and Structuring of Family Offices
Case in Point
Question 1: What Legal Form Should the Family Office Take?
Question 2: Who Should Pay for Establishing and Operating the Family Office?
Question 3: Who Should Own the Family Office and How?
Question 4: Who Should Manage the Family Office and How?
Question 5: How Are Family Offices Structured to Optimize Tax Efficiency?
Question 6: Can a Family Office Be Structured to Manage Risk?
Question 7: What Is the Process of Establishing and Structuring a Family Office?
Conclusion and Final Thoughts
CHAPTER 6: Strategic Planning for the Family Office
Creating a Family Office Strategic Plan
The Family Capital Review
The Advisor Network Review
The Estate Plan Review
Mapping and Summarizing Legal Entities
Family Office Stress Tests
Risk and Insurance Management Considerations
Overview of Capital Sufficiency Analysis
Key Takeaways
Conclusion and Final Thoughts
CHAPTER 7: Legal and Compliance Standards and Practices for Family Offices
Regulations Affecting Family Offices: Dodd-Frank Act
The Single-Family Office Exemption
Clients of the Family Office May Need to Report Beneficial Ownership of Securities of Publicly Reporting Companies
Clients of the Family Office May Need to Report Beneficial Ownership as Insiders of Publicly Reporting Companies
Are You an Institutional Investment Manager? (The Answer May Surprise You.)
Are You a Large Trader?
The SEC Gets Personal About Insider Trading
Compliance Policies
Document Retention Policies
The Compliance Function: In-House Versus Outsourced
Special Issues for Family Offices When Considering Regulatory Requirements
Conclusion and Final Thoughts
Notes
CHAPTER 8: Investment Management and the Family Office
Family Office Investment Management
Concentration
Measuring Success
Lifestyle and Legacy
Time Horizon
Hurdles to Growing Wealth
Family Office Investing: Paradigm Shift
The Investment Process in a Family Office
Investment Committee
Strategic and Tactical Asset Allocation, Manager Selection, and Investment Monitoring
CIO Function: In-House Versus Outsourced
Conclusion and Final Thoughts
Notes
CHAPTER 9: Family Office Operations and Information Technology
Family Needs Drive Family Office Systems
Assessing Operational Complexity
Operations Lens to Insourcing Versus Outsourcing
Technology Considerations: Buy or Build
Conclusion and Final Thoughts
Notes
CHAPTER 10: Family Office Talent, Compensation, and Recruitment
Introduction
Family Office Staffing
Compensation
Methods for Determining Annual Incentives
Managing Family Office Talent
Family or Non-Family at the Helm
Conclusion and Final Thoughts
Notes
CHAPTER 11: Governance Issues for the Family Office
Governance Issues for the Family Office Itself
Governance for the Family Itself
Conclusion and Final Thoughts
Notes
CHAPTER 12: Family Education and the Family Office
Stewardship of Wealth
Psychology of Wealth and Child Development
Elsa’s Story
Overcoming Communication Challenges
Clear Expectations and the Power of Inherited Wealth
Inspiring Entrepreneurship and the Next Generation
The Power, Influence, and Inspiration of Mentors
Creating a Family Education Plan
Conclusion and Final Thoughts
CHAPTER 13: Family Entrepreneurship and the Family Bank
What Is a Family Bank?
Two Mindsets to Your Family Bank
Establishing and Funding a Family Bank
Five Principles for Family Banks
Mini-Case Study: Intra-Family Financing of New Family Businesses
Organizing a Family Bank
Evolution of Family Banks: From Simple to Complex
Good Governance: Family Bank Boards, Committees, and Trustees
Limitations of Trusts
The Role of the Family Office
The Role of Outside Experts
Tax and Legal Considerations of Family Banks
The Anderson Family Case Study
Conclusion and Final Thoughts
CHAPTER 14: Legacy, Philanthropy, and Impact Investing
Introduction to Legacy
A Generational Lens to Legacy
Defining Legacy
Philanthropy, Impact, and Sustainable Investing
The Family Office Supporting Family Philanthropy
Conclusion and Final Thoughts
Notes
CHAPTER 15: Private Trust Companies: Creating the Ideal Trustee
The Broader View
Steps to Creating a PTC
Achieving Success in a PTC: Setting Priorities
Conclusion and Final Thoughts

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