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

New insights on family governance, strategic planning, and succession

Methods to create a family constitution, mission, and vision for families and their family offices.

The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.