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Vol 23 No 5 May/June 2018

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Cover of Drafting Commercial Agreements

Drafting Commercial Agreements

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Family Offices: The STEP Handbook for Advisers

Edited by: Clare Archer

ISBN13: 9781909416024
Published: March 2015
Publisher: Globe Law and Business
Country of Publication: UK
Format: Hardback
Price: £135.00

In stock.

The family office sphere is of great interest to lawyers, accountants, trust companies, those in private banks and the financial world, as well as family office executives and wealthy families themselves.

This new handbook, prepared in association with the Society of Trust and Estate Practitioners, features chapters from leading players in the field, including JP Morgan, SandAire, Family Capital Conservation Limited, Penningtons Solicitors LLP, Baker & McKenzie and Berenberg Bank. The book steers readers through the family office model from its inception, focusing on the viability of family offices for those at the margin of what is normally regarded as the minimum financial base and comparing this to a family worth many millions.

The book also considers a range of issues around the cultural development of the family office - from the larger complex structures of North America to the emergence of family offices in developing jurisdictions. Whether the reader is a professional practising in the family office sphere, a family member or a new entrant to this diverse and challenging arena, this practical new title will serve as an interesting guide, providing valuable comment and insight into the family office world.

Company Law, Banking and Finance
What is a family office?
Establishing the family office
Choice of structures
The emotional side of affluence
The journey towards governance
The Gulf Region
Hong Kong
New Zealand
Family offices in the United Kingdom
United Kingdom
United States of America
Life cycle of a family office
Management of the family office
Hiring and retention
Setting an investment strategy
Philanthropy/social responsibility
Risk management
Culture, Communication and Conflict
Professional perspectives
Case study
About the authors