The Complete Family Office Handbook A Guide for Affluent Families and the Advisors Who Serve Them.

The Complete Family Office Handbook A Guide for Affluent Families and the Advisors Who Serve Them.

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Bibliographic Details
Online Access: Full text (MCPHS users only)
Main Author: Rosplock, Kirby
Format: Electronic eBook
Language:English
Published: Newark : John Wiley & Sons, Incorporated, 2020
Edition:2nd ed.
Subjects:
Family-owned business enterprises > Management.
Local Note:ProQuest Ebook Central
Table of Contents:
  • Cover
  • Title Page
  • Copyright Page
  • Dedication
  • Contents
  • Foreword
  • Preface
  • Acknowledgments
  • 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
  • Family Office from the Industrial Age to Current
  • Key Roles of the Family Office
  • The Executor and Trusted Advisor
  • The Guardian and Watchman
  • The Librarian and Guru
  • 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
  • The Founder's Family Office
  • The Virtual, Administrative, and Compliance Family Office
  • The Philanthropic Family Office
  • The Direct Investment and Investment Offices
  • The Family Business-Focused Family Office
  • The Multigenerational-Focused Family Office
  • Mathile Case Study
  • Background: Inception
  • Evolution of the Family Office: Strategic Planning Cycles
  • A Multigenerational Perspective
  • Alignment, Urgency, and Action
  • Discovery and Steps
  • Involving Outside Experts
  • 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
  • Introduction
  • Background of the Family and Family Office
  • A Trigger and Decision for a New Direction
  • Journey to Find What Is Next
  • Decision-Making Process
  • Final Cut
  • Key Insights and Outcomes
  • 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
  • Step 1: Clarifying the Process and Expectations
  • Step 2: Vision Retreat Pre-Planning
  • Step 3: Staging a Vision Retreat
  • Step 4: Timing for a Vision Retreat
  • Step 5: Aligning Vision and the Strategic Plan
  • Conclusion and Final Thoughts
  • Notes

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