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082 0 4 _a332.6
_223
084 _aBUS050030
_2bisacsh
049 _aMAIN
100 1 _aRosplock, Kirby,
_d1974-
_eauthor.
245 1 4 _aThe complete family office handbook :
_ba guide for affluent families and the advisers who serve them /
_cKirby Rosplock.
264 1 _aHoboken, New Jersey :
_bWiley :
_bBloomberg Press,
_c[2014]
264 4 _c©2014
300 _a1 online resource (432 pages) :
_bcolor illustrations.
336 _atext
_btxt
_2rdacontent
337 _acomputer
_bc
_2rdamedia
338 _aonline resource
_bcr
_2rdacarrier
490 1 _aBloomberg financial series
500 _aIncludes index.
500 _a"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."--Provided by publisher.
588 0 _aOnline resource; title from PDF title page (Wiley, viewed May 7, 2014).
504 _aIncludes bibliographical references and index.
505 0 _aIntroduction to the family office -- Inception of the family office: pathways to be family office -- Family wealth needs: determining your family office solution and services -- Family values, mission, and vision and the family office -- Establishing and structuring of family offices -- Advising families: developing a family office baseline -- Legal and compliance standands and practices for family offices -- Investment management and the family office -- Operations and information technology in the family office -- Talent management in the family office -- Governance issues for the family office -- Preparing succeeding generations: family education in the family office -- Family entrepreneurship and the family bank -- Legacy and philanthropy in the family office -- Globalization of the family office: international families and family offices.
520 _a"Everything you need to take advantage of today's most exciting new wealth management career options. It seems like ever since Oprah started hers, family offices are all the rage among today's high-net-worth individuals. Private wealth management advisory firms serving one client, or a very limited number of exclusive clients, family offices come in two flavors: single family and multifamily, with the latter operating more like a traditional wealth management practice. If you're like most financial advisors, by now you're familiar with the concept, but don't know if it's right for you and your clients, or how to break into the business. This book supplies you with answers to all your questions about this exciting new career opportunity. Demystifies the concept of the family office, clarifying who should consider joining a multi-family office or starting their own single-family office Explains what services should be rendered by a family office and what the expense to the family can be. Provides the most current knowledge, research, and cutting-edge approaches from thought leaders in the family office industry. Gives you practical tools, templates, and exercises to guide you as you envision, plan, and develop your family office"--
_cProvided by publisher.
650 0 _aFamily-owned business enterprises
_xManagement.
650 0 _aFinance, Personal.
650 4 _aBUSINESS & ECONOMICS
_xPersonal Finance
_xMoney Management.
650 4 _aFamily-owned business enterprises
_xManagement.
650 4 _aFamily-owned business enterprises.
650 4 _aFinance, Personal.
650 7 _aBUSINESS & ECONOMICS
_xPersonal Finance
_xMoney Management.
_2bisacsh
650 7 _aFamily-owned business enterprises
_xManagement.
_2fast
_0(OCoLC)fst00920580
650 7 _aFinance, Personal.
_2fast
_0(OCoLC)fst00924449
655 4 _aElectronic books.
655 0 _aElectronic books.
776 0 8 _iPrint version:
_aRosplock, Kirby, 1974-
_tFamily office handbook.
_dHoboken : John Wiley & Sons, 2014
_z9781118367308
_w(OCoLC)864788669
830 0 _aBloomberg financial series.
856 4 0 _uhttp://onlinelibrary.wiley.com/book/10.1002/9781118796825
_zWiley Online Library
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