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

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