Ebook143 pages1 hour
Setting up a Family Office
By Barbara R Hauser and Keith Drewery
Rating: 0 out of 5 stars
()
About this ebook
Setting up a family office is never an easy undertaking and can present numerous challenges for anyone seeking to steward assets for future generations or meet the complex needs of extended family members. This Special Report provides a practical guide to the main factors to consider when setting up a family office and helps families and their advisers navigate a path through the wide range of family office models in use today.
In addition to a brief history of family offices and their evolution, the report covers how families can be encouraged to spend quality time thinking about their needs and aspirations – as well as their relationship to the family wealth – and explores how advisers can work alongside families most effectively. Written in an engaging, accessible style Setting Up a Family Office looks at who can benefit most from a family office and walks the reader through each key step in the process, including:
•how to hire;
•where to locate;
•what structure to use;
•how to ensure privacy and loyalty; and
•the evolution of the office and the family.
This report makes essential reading for anyone considering setting up a family office including advisers working alongside families on these key issues.
Authors Barbara Hauser and Keith Drewery have decades of practical experience working with family offices, in all stages, and in many countries.
In addition to a brief history of family offices and their evolution, the report covers how families can be encouraged to spend quality time thinking about their needs and aspirations – as well as their relationship to the family wealth – and explores how advisers can work alongside families most effectively. Written in an engaging, accessible style Setting Up a Family Office looks at who can benefit most from a family office and walks the reader through each key step in the process, including:
•how to hire;
•where to locate;
•what structure to use;
•how to ensure privacy and loyalty; and
•the evolution of the office and the family.
This report makes essential reading for anyone considering setting up a family office including advisers working alongside families on these key issues.
Authors Barbara Hauser and Keith Drewery have decades of practical experience working with family offices, in all stages, and in many countries.
Related to Setting up a Family Office
Related ebooks
The Search for Income: An investor's guide to income-paying investments Rating: 0 out of 5 stars0 ratingsBig Picture Realities: Canada and Mexico at the Crossroads Rating: 0 out of 5 stars0 ratingsThe Warren Buffett Way, 30th Anniversary Edition Rating: 0 out of 5 stars0 ratingsCash & Investment Management for Nonprofit Organizations Rating: 0 out of 5 stars0 ratingsCrisis Wasted?: Leading Risk Managers on Risk Culture Rating: 0 out of 5 stars0 ratingsThe Complete Guide to Your First Rental Property A Step-by-Step Plan from the Experts Who Do It Every Day Rating: 0 out of 5 stars0 ratingsSecrets of the Richest People Rating: 0 out of 5 stars0 ratingsHow To Get Ahead (2): Fire Up Your Money Management Rating: 0 out of 5 stars0 ratingsStewardship on Steroids: Increase Your Cash Flow, Build Wealth and Become a Great Christian Steward. Rating: 0 out of 5 stars0 ratingsModern Real Estate Investing: The Delaware Statutory Trust Rating: 0 out of 5 stars0 ratingsIra and 401(K) Investment in Real Estate: For Syndicators, Other Real Estate Professionals, and the Rest of Us Rating: 0 out of 5 stars0 ratings5 Steps To Build Your Financial Wealth: 1, #3 Rating: 0 out of 5 stars0 ratingsHow to Name Your Business in the United States: Yes to Entrepreneurs ®, #2 Rating: 0 out of 5 stars0 ratingsYour Little Book of Real Estate Investment: From Direct Investment to Real Estate Stocks and Crowdfunding Rating: 0 out of 5 stars0 ratingsCanada to Mint Multimillionaires in Real Estate: More Immigrants Needed Rating: 0 out of 5 stars0 ratingsIncome for Life: The Retiree's Guide to Creating Income From Savings Rating: 0 out of 5 stars0 ratingsEncyclopedia of Municipal Bonds: A Reference Guide to Market Events, Structures, Dynamics, and Investment Knowledge Rating: 0 out of 5 stars0 ratingsReaching for the Wealth Rating: 0 out of 5 stars0 ratingsInvesting in Fiji’s Real Estate: Current Issues and Opportunities Rating: 0 out of 5 stars0 ratingsMoney Wise: How to Create, Grow, and Preserve Your Wealth Rating: 0 out of 5 stars0 ratingsSecrets of Swiss Banking: An Owner's Manual to Quietly Building a Fortune Rating: 2 out of 5 stars2/5Speculative Enterprise: Public Theaters and Financial Markets in London, 1688–1763 Rating: 0 out of 5 stars0 ratingsRise & Fall of a Multi-Million Dollar Brand: I did it my way ... Rating: 0 out of 5 stars0 ratingsSummary of Josh Hawley's The Tyranny of Big Tech Rating: 0 out of 5 stars0 ratingsToday's Guide to Retirement Planning: A Resource for Adults Ages 50 and Over Rating: 0 out of 5 stars0 ratingsHow Trends Make You A Smarter Investor: The Guide to Real Estate Investing Success Rating: 0 out of 5 stars0 ratingsThe Cul-de-Sac Syndrome: Turning Around the Unsustainable American Dream Rating: 3 out of 5 stars3/5CNBC Creating Wealth: An Investor's Guide to Decoding the Market Rating: 0 out of 5 stars0 ratingsThe First Time Home Investor Book Rating: 0 out of 5 stars0 ratingsPayday!: Congratulations, Your Business Sold. Now What? How to Prepare for & Protect Your Sudden Wealth Rating: 0 out of 5 stars0 ratings
Reviews for Setting up a Family Office
Rating: 0 out of 5 stars
0 ratings
0 ratings0 reviews
Book preview
Setting up a Family Office - Barbara R Hauser
/Nd book_preview_excerpt.html Xn~w3@r6f8ؙ`l$1H
I=>C.ky$@y?I*juۋrr[WyݽTomhU/7/xF_kSQPhP)c+O:~(;
{
NW>?`¥騴';Z䫹[qc[
WK^5<dh6S`&"~&ITwM;zpFdžvʞkm+iABAM~eRU/67[T́,vDͨ{LJp%+ gZGg. rc`{3',nk*ቧlߞl}?I:r\@-w05&Z AV 1Ols,Q"`@tRΏN5ޏ$FƟfԍ^B^-<7uɟj3IJ;e۱Mz{m-Z x令 s%H6KZ»hwr(t5iE6@ ]ݷe6"aRX::V#[ԢH3HEcT