The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them
暫譯: 完整家族辦公室手冊:富裕家庭及其顧問的指南

Rosplock, Kirby

  • 出版商: Wiley
  • 出版日期: 2020-11-24
  • 售價: $3,020
  • 貴賓價: 9.5$2,869
  • 語言: 英文
  • 頁數: 480
  • 裝訂: Hardcover - also called cloth, retail trade, or trade
  • ISBN: 1119694000
  • ISBN-13: 9781119694007
  • 相關分類: 投資理財 Investment
  • 海外代購書籍(需單獨結帳)

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商品描述

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.

商品描述(中文翻譯)

探索如何設置、管理和建議富裕家庭及其家族辦公室的新見解

完整家族辦公室:富裕家庭及其顧問的指南,第二版代表了這一重要系列的最新更新。本書幫助富裕家庭的成員共同管理、維持和增長他們的財富,跨越多代。它也協助為家庭提供建議的專業人士更好地滿足他們的需求。

本書教導那些為家族辦公室和富裕家庭提供建議的人:

- 如何設置、結構和建議家族辦公室
- 家族辦公室的當前合規、受託責任和風險管理實踐
- 前瞻性的投資管理、遺產規劃和私人信託公司的考量
- 關於慈善、遺產和影響力投資的新見解
- 管理家庭財富教育和準備下一代擁有者的最佳實踐
- 家族治理、戰略規劃和繼承的新見解
- 為家庭及其家族辦公室創建家族憲法、使命和願景的方法。

完整家族辦公室手冊提供了最全面、最新的研究、實用指導和來自全球領先家族辦公室的方法,並通過實際案例研究和示例說明家庭如何有效地管理其財富以實現長期增長。

作者簡介

KIRBY ROSPLOCK, PHD, is the founder of Tamarind Partners, Inc., a world-class family office consultancy and founder and Chief Learning Officer of Tamarind Learning, a comprehensive, virtual learning platform for family offices, advisors, and the families they serve. Visit our websites at TamarindPartners.com and TamarindLearning.com to learn more.

作者簡介(中文翻譯)

KIRBY ROSPLOCK, PhD,是Tamarind Partners, Inc.的創辦人,這是一家世界級的家族辦公室顧問公司。他同時也是Tamarind Learning的創辦人及首席學習官,Tamarind Learning是一個為家族辦公室、顧問及其服務的家庭提供的綜合虛擬學習平台。請造訪我們的網站TamarindPartners.com和TamarindLearning.com以了解更多資訊。