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

by Kirby Rosplock
     
 

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Everything you need to know for successful wealth management for families

Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals

Overview

Everything you need to know for successful wealth management for families

Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook.

The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.

Product Details

ISBN-13:
9781118417010
Publisher:
Wiley
Publication date:
01/08/2014
Series:
Bloomberg Financial
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
432
File size:
5 MB

Meet the Author

Kirby Rosplock, PhD, is a recognized researcher, innovator, advisor, author, and speaker in the family office space. She understands firsthand the opportunities and challenges of family wealth as a fourth generation family business owner, board member, and co-trustee of her family's foundation. For nearly a decade, Dr. Rosplock was director of research&development at GenSpring Family Offices, one of the most prominent multi-family offices in the U.S. This book shares the insights and best practices she has gained through engaging more than 60 family office experts, professionals and families with family offices around the globe into this comprehensive handbook. For additional information, visit www.Rosplock.net.

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