(020) 7242 5778

Wildy’s Book News

Book News cover photo

Vol 25 No 1 Jan/Feb 2020

Book of the Month

Cover of Gypsy and Traveller Law

Gypsy and Traveller Law

Price: £40.00

Wildy, Simmonds & Hill

Just Published

The Complete List...

Offers for Newly Called Barristers & Students

Special Discounts for Newly Called & Students

Read More ...

Secondhand & Out of Print

Browse Secondhand Online


Family Offices: The STEP Handbook for Advisers 2nd ed

Edited by: Barbara R. Hauser

ISBN13: 9781787422810
Previous Edition ISBN: 9781909416024
Published: May 2019
Publisher: Globe Law and Business
Country of Publication: UK
Format: Hardback
Price: £175.00

In stock.

Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this new edition of Family Offices features updated chapters from key players in the field including JPMorgan, Sandaire, Pitcairn, Penningtons Manches, Withers and Farrer & Co.

This practical guide steers readers through the family office model, from its inception to the final stage in its “life cycle”, and covers:

  • Establishing a family office and choosing the right jurisdiction
  • Recruiting and managing staff
  • The pros and cons of a “virtual” office
  • Evaluating a multi-family office
  • Millennials’ interest in investments
  • Reputation protection
  • Using social media, total risk analysis and tools
  • Communication and cultural issues
  • Governance, crisis planning and long-term resilience
The second part of the book explores the increasing number of important jurisdictions and features chapters on Australia, Bermuda, Canada, the Gulf region, Hong Kong, India, Israel, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States.

Whether you are a professional practising in the family office sphere, a family member or a new entrant to this diverse and challenging arena, this comprehensive publication provides essential insight into all aspects of the family office world.

Company Law, Banking and Finance
Introduction Barbara R Hauser Barbara R Hauser LLC
What is a family office? Ian Macdonald Wright, Johnston & Mackenzie Mark McMullen Smith Williamson Francis Moore Moore Stephens
Establishing the family office Barbara Hauser Barbara R Hauser LLC
Choosing a jurisdiction Jan van Bueren Thomas Ming Union Bancaire Privée, UBP SA
A virtual family office Tom Handler Handler Thayer LLP
Hiring and retention MJ Rankin The Rankin Group Ltd
Investment Charles Peacock Alexander Scott Sandaire
Health and generatlonal wellbeing Feisal Alibhai Jing Cameron Qineticare
An adviser’s perspective – private banker Paul Knox JP Morgan
Family offices and technology Bill Wyman Summitas
Famly office risk management and insurance Linda Bourn Crystal & Company
Crisis planning John Deverell Deverell Associates
Mission value and vision Kirby Rosplock Tamarind Partners
Culture, Communication and Conflict Ian Marsh familydr
Governance Amy Renkert-Thomas Fisher Renkert Consulting LLC
The five challenges for wealth inheritors to develop a positive wealth identity Dennis Jaffe Saybrook University
Golden Rucksack Raimund Kamp Marijke Kuijpers Guidato Family Office
Nextgen wealth Michael Perkins Nexus Lawyers
The resilient family office Jim Grubman Family Wealth Consulting Dennis Jaffe Wise Counsel Research
Life cycle of a family office Leslie Voth Pitcairn family office
Country update
Australia Keith Drewery KPMG
Bermuda Keith Robinson Carey Olsen
Canada Mary Anne Bueschkens Miller Thompson LLP Lucinda E Main Andrea Tratnik Beard Winter LLP
The Gulf Region Barbara Hauser Barbara R Hauser LLC Asher Noor Al Touq Group
Hong Kong Christian Stewart Family Legacy Asia
India Aditya Gadge Association of International Wealth Management of India
Israel Lyat Eyal ARE Legal Ori Ephraim Ephraim Multi Family Office Services Alon Kaplan Alon Kaplan Law Firm
Italy Nicola Saccardo Maisto e Associadi
Netherlands Raimund Kamp Marijke Kuijpers Guidato Family Office
Singapore David Chee Drew & Napier LLC
Switzerland Andrea Bolliger Tobias Rohner Baker McKenzie
Family offices in the UK Grania Baird Simon Rees Marianne Kafena Emily Jamieson Farrer & Co
United States Mary Duke High Road Advisors LLC