Setting Up a Family Office

Author:   Barbara R Hauser ,  Keith Drewery
Publisher:   Globe Law and Business Ltd
ISBN:  

9781787423183


Pages:   80
Publication Date:   10 February 2020
Format:   Paperback
Availability:   Out of stock   Availability explained
The supplier is temporarily out of stock of this item. It will be ordered for you on backorder and shipped when it becomes available.

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Setting Up a Family Office


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Author:   Barbara R Hauser ,  Keith Drewery
Publisher:   Globe Law and Business Ltd
Imprint:   Globe Law and Business Ltd
ISBN:  

9781787423183


ISBN 10:   1787423182
Pages:   80
Publication Date:   10 February 2020
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Active
Availability:   Out of stock   Availability explained
The supplier is temporarily out of stock of this item. It will be ordered for you on backorder and shipped when it becomes available.

Table of Contents

1. Why read this special report? 2. How to use this special report? 3. Should I have a family office? 3.1 Does it need to be a single family office? 3.2 The need for a family office 3.3 Size of assets/investments 4. What are some of the benefits from having a family office? 5. Purpose of creating a family office 6. What does the family need doing? Assessing needs and expectations 7. What will the family office look like? Setting up a Family Office 8. What will the family office do? 8.1 Potential services to be provided 9. Where should your family office be located? 10. Getting the staffing right? 10.1 Recruitment 10.2 Remuneration 10.3 Retention 11. Funding the family office 12. Managing risks of the family 13. Getting the “infra-structure” right 14. Governance 15. Conclusion – the life cycle of a family office 16. Appendix

Reviews

This report is extremely apt and valuable in raising key questions to assist those considering setting up an SFO in particular, as well as those advising families in this connection. Moreover, it includes various useful additional resources and links that are helpfully set out at the end. In view of the trend in favour of the use of a family office in today’s economic circumstances in many parts of the world, there is no doubt that the accessible style enables the reader to grasp not only the challenges but also key solutions that are available. -- Linda Spedding


This report is extremely apt and valuable in raising key questions to assist those considering setting up an SFO in particular, as well as those advising families in this connection. Moreover, it includes various useful additional resources and links that are helpfully set out at the end. In view of the trend in favour of the use of a family office in today's economic circumstances in many parts of the world, there is no doubt that the accessible style enables the reader to grasp not only the challenges but also key solutions that are available. -- Linda Spedding


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