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E-grāmata: Essential Reads on Family Offices

  • Formāts: 219 pages
  • Izdošanas datums: 27-Nov-2023
  • Izdevniecība: Globe Law and Business Ltd
  • Valoda: eng
  • ISBN-13: 9781787429956
  • Formāts - EPUB+DRM
  • Cena: 107,07 €*
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  • Formāts: 219 pages
  • Izdošanas datums: 27-Nov-2023
  • Izdevniecība: Globe Law and Business Ltd
  • Valoda: eng
  • ISBN-13: 9781787429956

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Essential Reads on Family Offices is your essential resource featuring insights from the world’s foremost experts on the most pressing topics facing family offices and their advisers today.

Containing a collection of authoritative materials dedicated to providing family offices and their advisers with the most informative and thought-provoking contributions on key themes, the content focuses on:

• Family office profiles: profiles of leading family offices from around the world, highlighting their unique structures, strategies and values.
• Governance: best practices for developing and implementing effective governance structures and processes for family offices.
• NextGen planning: expert insights on how to prepare the next generation of family members and manage the family’s wealth and legacy.

Family offices have complex and unique needs, and Globe Law and Business is committed to providing family offices and their advisers with the resources they need to thrive. Contributions have been carefully curated from the prestigious archive of The International Family Offices Journal, co-published with STEP, and the Special Report, Family Business and Responsible Wealth Ownership in order to provide you with the core knowledge needed to manage a family’s wealth, relationships and legacy for generations to come.



Your essential resource featuring insights from the world's foremost experts on the most pressing topics facing family offices and their advisers today.

Foreword 3

Family office profiles 5

Family office profile: Rodolfo Paiz, CEO of the PT Family Office (Miami and
Guatemala) 7
Interview by Suzy Peterfriend

Family office profile: Northwood Family Office 10
Interview with Tom McCullough by Barbara R Hauser

An interview with Sue Nickason of Dart Family Office 15

Governance, entrepreneurship, resilience and reinvention on the
five-generation journey of a family enterprise 17
Dennis T Jaffe, Maya Prabhu and Carolina Cintra

Family office profile: VALUEworks AG, Zurich/Switzerland 26
Interview with Kecia Barkawi, CEO and founder of VALUEworks AG by Barbara R
Hauser

Family business, family office and next gen 30
Fabrizio Arengi Bentivoglio

Single-family offices in the 21st century remaining fit for purpose 33
Iraj Ispahani and Carl Sjöström

Governance 41

Case study design and set up of a family investment office 42
Guillermo Barandalla

Family mission vision and values statements: the essential foundation of an
effective family governance system or just another form that cannot function?
45
Christian Stewart

The three family constitution archetypes and a wise alternative 53
Christian Stewart

Family constitutions, the rule of law and happiness 60
Barbara R Hauser

Stress tests building resilience in the face of a crisis 68
David Werdiger

The benefits of applying the rule of law in family governance 74
Barbara R Hauser

The great man fallacy and family governance 79
Franklin J Parker

NextGen 85

Family office succession planning 86
Susan R Schoenfeld

The right time to involve the next generation 94
Antoaneta Proctor

Parental expectations: effective guidelines or messy messages? 99
Raimund Kamp

Not the founders family office: evolving to meet the needs of rising
generations 106
Amelia Renkert-Thomas

Lets do it the SMART way: a practical guide for the raising of affluent
children 115
Philippe J Weil

The importance of financial education for securing wealth transfer across
generations 122
Peter Brock

Im successful, but cant talk to my children about money! Help! 128
Maya Prabhu

The hows and whys of enterprising families reinterpreting timeless tales for
their NextGen 133
Asher Noor

Generational resilience through the integration of governance into structure
140
Carly E Doshi, William J Kambas and Michael S Schwartz

Reframing succession in a disruptive era a business family perspective 148
Roger King and Jeremy Cheng

Five things wealthy families can learn from Lee Man Tat 154
Russell Cohen

The next generation of strategic cultural philanthropy impact, social
justice and the opportunities for nextgen donors in the arts 156
Melissa Cowley Wolf

Effective mentoring for the next generation 165
Jessica McGawley

Women: wealth and self-reliance 185
Philip Marcovici and Caroline Underwood

Safeguarding the familys digital narrative: how to navigate the challenges
of the social media revolution 209
Charlie Bain

About Globe Law and Business 225