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Rosplock, Kirby

The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them

Rosplock, Kirby - The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them, ebook

74,40€

Ebook, ePUB with Adobe DRM
ISBN: 9781118417010
DRM Restrictions

Printing130 pages with an additional page accrued every 6 hours, capped at 130 pages
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Everything you need to know for successful wealth management for families

Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook.

The Complete Family Office Handbook 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. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.

Keywords: Institutional & Corporate Finance, financial advisor, wealth manager, wealth management, wealth management opportunities, wealth management strategies, wealth management business, family office wealth management, single-family wealth management, multifamily wealth management, wealth manager guide, wealth manager options, wealth manager career options, financial advisor career opportunities, financial advisor business, financial advisor business plan, financial advisor business options, wealth manager business options, setting up a single-family practice

Author(s)
Publisher
John Wiley and Sons, Inc.
Publication year
2012
Language
en
Edition
1
Series
Bloomberg Financial
Page amount
432 pages
Category
Economy
Format
Ebook
eISBN (ePUB)
9781118417010
Printed ISBN
9781118367308

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