The family office : a practical guide to strategically and operationally managing family wealth /: a practical guide to strategically and operationally managing family wealth. (2018)

• Record Type: Book
• Further Information: Note: Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller, Christoph Weber.
• Authors: Canessa, Boris; Escher, Jens; Koeberle-Schmid, Alexander; Preller, Peter; (Banking relationship manager), Weber, Christoph
• Contents: 1. What is a family office?2. How is a family office structured? Interview with Simon Foster3. What are the fundamental success factors for a family office? Interview with Klaus Kuder4. Structures for Managing Wealth Interview with Christoph Zapp 5. Reliable Handling of Legal and Tax Issues 6. Succession Planning Interview with Christian-Titus Klaiber7. Organizing the Family: Family Governance Interview with Larry Donckers 8. Effective Structuring of Philanthropic EngagementInterview with Nour Abou Adal & Maissa Abou Adal9. Concierge Services by the Family Office10. Organizational Framework for the Family OfficeInterview with James Fleming 11. Client Structure and Communication12. Committees, Guidelines and Professional Management SystemsInterview with Tom McCullough13. Leadership Structures in the Family OfficeInterview with Leslie Voth14. Strengths, Weaknesses, Opportunities, Threats: Avoiding Traps, Preparing for the Future.
• Publisher Details: Basingstoke, Hampshire : Palgrave Macmillan
• Publication Date: 2018
• Extent: 1 online resource, illustrations (black and white)
• Subjects: 332.024; Families -- Finance, Personal; Wealth -- Management; Saving and investment
• Languages: English
• ISBNs: 9783319990859
• Related ISBNs: 9783319990842
• Notes: Note: Description based on CIP data; resource not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.