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Family Offices: The STEP Handbook for Advisers 3rd ed

Edited by: Barbara R. Hauser, Nicola Saccardo

ISBN13: 9781787429642
Previous Edition ISBN: 9781787422810
Published: September 2023
Publisher: Globe Law and Business
Country of Publication: UK
Format: Hardback
Price: £245.00



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Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this new edition of Family Offices has been fully updated and features a number of new chapters, all written by the leading experts in the field.

The third edition of this practical guide steers readers through the family office model, from its inception to the final stage in its ‘life cycle’, and looks at:

  • establishing a family office and choosing the right jurisdiction
  • the tax structuring of a family office
  • recruiting and managing staff
  • the pros and cons of a ‘virtual’ office
  • reputation protection
  • wealth stewardship
  • communication and cultural issues
  • how to ensure that the family office is relevant, and
  • governance, crisis planning and long-term resilience

The second part of the book explores the increasing number of important jurisdictions and includes chapters on Australia, Bermuda, Canada, the Gulf region, Hong Kong, India, Israel, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States. The Hong Kong chapter reflects the latest legislative developments in Hong Kong aimed at making it one of the most prominent locations for family offices.

Whether you are a professional practising in the family office sphere, a family officer, 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.

Subjects:
Company Law, Banking and Finance
Contents:
Introduction
Barbara R Hauser, Barbara R Hauser LLC & Nicola Saccardo, Charles Russell Speechlys
Establishing the family office
Barbara Hauser, Barbara R Hauser LLC
Choice of structures
David Bowen & Imogen Buchanan Smith, Ernst & Young LLP
A virtual family office
Tom Handler Handler Thayer LLP
Building and Caring for Family Collections: A Guide
Ronald Varney, Ronald Varney Fine Art Advisors
The rule of law versus the law of rulers
Joseph Field, Pillsbury
A family office's manual
Joshua S Kanter, Josh Kanter Wealth Advisory Services
Crisis planning
John Deverell, Deverell Associates
Reputation
Perveen Hill, Jo Sanders & Caroline Thompson, withersworldwide
Building a learning-centric family office
Kirby Rosplock, Tamarind Partners
Inclusiveness
Penelope Purdy, P2 Ink & Tim Volk, Tvolk & Co Consulting
Governance of the family office
Abdullah AlZamil
Recruitment
Rhian-Anwen Hamill, Maya Prabhu & Marie-Therese Yates, JP Morgan
Legacy
Antoaneta Proctor, Wedlake Bell
Philanthropy/social responsibility
Melissa Berman, Rockefeller Philanthropy & Gina Pereira, Dana Philanthropy
The resilient family office
Jim Grubman, Family Wealth Consulting & Dennis Jaffe, Wise Counsel Research
Relevance of the family office
James M. Coutré, Fidelity Investments
Life cycle of a family office
Leslie Voth, Pitcairn family office
Wealth stewardship
Bryony Cove, Farrer & Co, Xavier Isaac, Accuro & Gina Pereira, Meritus Trust Company Limited

Australia
Keith Drewery, Drewery Consulting
Bermuda
Keith Robinson, Carey Olsen
Canada
Mary Anne Bueschkens, Lucinda E Main & Andrea Tratnik, Beard Winter LLP
The Gulf Region
Barbara Hauser, Barbara R Hauser LLC & Asher Noor, Al Touq Group
Greater China
Winnie Qian Peng, The Hong Kong University of Science and Technology
Hong Kong
Deirdre Fu, Katie Graves, Simon Wong & Wei Zhang, withersworldwide
India
Aditya Gadge, Association of International Wealth Management of India
Israel
Ori Ephraim, Ephraim Multi Family Office Services, Lyat Eyal, ARE Legal & Alon Kaplan, Alon Kaplan Law Firm
Italy
Nicola Saccardo, Charles Russell Speechlys
Luxembourg
Yacine Diallo, Charles Russell Speechlys
Netherlands
Raimund Kamp & Marijke Kuijpers, Guidato Family Office
Singapore
David Chee, Drew & Napier LLC
Switzerland
Andrea Bolliger, Baker McKenzie & Tobias Rohner
Family offices in the UK
Grania Baird, Richard Lane & Simon Rees, Farrer & Co
United States
Mary Duke, High Road Advisors LLC