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Business Families and Family Businesses: The STEP Handbook for Advisors 2nd ed

Edited by: Simon Rylatt

ISBN13: 9781787421646
Previous Edition ISBN: 9781905783250
Published: June 2018
Publisher: Globe Law and Business
Country of Publication: UK
Format: Hardback
Price: £130.00

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The resilience of family businesses has been evident from their success over centuries and across continents. It remains common for practitioners to advise families whose principal source of wealth is or has been a successful family enterprise, and to provide guidance on the specific and complex relationships and issues that arise in this context.

This new edition, edited by the Society of Trust and Estate Practitioners (STEP), features chapters by leading practitioners in the field, including the Family Firm Institute, Schroders, Boodle Hatfield and SandAire, Kleinwort Hambros, Dixon Wilson and Rathbones.

The book considers what makes business families and family businesses unique, and examines the issues that advisers are often called upon to consider and address when assisting them. It helps practitioners to deepen their understanding of how families operate, and to develop the skills and knowledge necessary to advise on such complex areas as conflicts between working and non-working family members, ownership structure, succession, wealth management, governance and meeting a family’s philanthropic objectives.

The guide provides a comprehensive handbook for all practitioners who advise business families, including lawyers, accountants, financial advisers and wider family business advisers.

Company Law, Wills and Probate
About STEP
Foreword Simon Rylatt Boodle Hatfield LLP
Setting the scene
Family businesses and business families Ian Macdonald Wright, Johnston & Mackenzie LLP
Advising the family business
Roles, relationships and responsibilities Judy Green Family Firm Institute Inc. Jane Hilburt-Davis Key Resources LLC
Understanding the business family Christine Blondel INSEAD Business School; FamilyGovernance
Building a family business advisory team Edward Porter Jonathan Riley Michelmores LLP
Philanthropy and private charitable foundation readiness Malcolm D Burrows Scotia Wealth Management Russell Prior HSBC Private Banking (UK)
Stages of the family business
Establishing the family business Toby Crooks Neil Insull Alex Temlett Rawlinson & Hunter
Structuring the family business Joanna Boatfield Gregory Smye-Rumsby Dixon Wilson
Preparing for transfer of ownership Ivan Lansberg Maria Dolores Moreno Lansberg, Gersick & Associates LLC
Rewarding and incentivising non-family directors and employees Paul McGrath Withers LLP Jason Ogelman EJS Financial Planners Ltd
Succession, reconstruction and reorganisation
Succession planning Hayden Bailey Geoffrey Todd Boodle Hatfield LLP
Entrepreneurs within the family: encouraging entrepreneurship and innovation Ian Dembinski Tim West Rathbones
The challenge of family wealth Paul Kearney Kleinwort Hambros
Governance and management Ken McCracken KPMG LLP
Extracting wealth from the family business Richard Brass Berenberg
Selling the family business Peter Gray Cavendish Corporate Finance LLP
Tools and techniques
Family business: dealing with conflict Andrew Hildebrand Hildebrand Mediation & In Place of Strife Mark Lindley Boodle Hatfield LLP
Estate planning
Managing succession, managing wealth Joan Major New Quadrant Partners Ltd Alexander Scott Sandaire Investment Office
Protecting ‘family wealth’ – the changing landscape James MacBride Landmark Advantage Patricia A Robinson Robinsons Law Shayne E Stephens Landmark Advantage
Tax and corporate governance for family companies Nigel Barker Tracy Gordon Mark Kennedy Deloitte
Sophisticated reputation management for families and their businesses Julian Pike Farrer & Co.
Social and ethical investing Amy Clarke Tribe Impact Capital LLP
About the authors