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Estate Planning - The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them

Description

Book Synopsis: Discover new insights on how to setup, manage, and advise wealthy families and their family officesThe Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs.

This book teaches those who advise family offices and wealthy families on:

  • · How to setup, structure, and advise a family office
  • · Current compliance, fiduciary and risk management practices for a family office
  • · Forward-thinking investment management, estate planning, and private trust company considerations
  • · Fresh insights on philanthropy, legacy, and impact investing
  • · Best practices to managing family wealth education and preparing next generation owners
  • · New insights on family governance, strategic planning, and succession
  • · Methods to create a family constitution, mission, and vision for families and their family offices.

The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

Details

Are you looking for expert guidance on setting up and managing your family office? Look no further than The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them. This updated 2nd Edition is an indispensable resource for wealthy families and their advisors. Gain valuable insights on how to sustain and grow your wealth across generations. With its comprehensive coverage of compliance, investment management, philanthropy, and more, this book is a must-have for every affluent family.

When it comes to creating a family office, understanding compliance, fiduciary, and risk management practices is crucial. Our Complete Family Office Handbook offers up-to-date information on these critical areas, ensuring that your family office remains compliant with the ever-changing regulatory landscape. By implementing best practices showcased in this book, you can rest assured that your family's wealth is being managed with the highest level of professionalism and expertise.

In addition to covering the essentials, this handbook delves into forward-thinking investment strategies and estate planning considerations. With our guidance, you can explore innovative methods such as impact investing and the establishment of a private trust company to maximize your financial growth potential. Whether you're a seasoned investor or new to managing family wealth, this book equips you with the knowledge and tools necessary to make informed decisions and secure a prosperous future.

At the heart of every successful family office is a commitment to philanthropy and legacy. Our handbook provides fresh insights on these subjects, helping you leave a lasting impact on society while preserving your family's values and heritage. Discover effective approaches to managing family wealth education and preparing the next generation of owners to be responsible stewards of your legacy. By implementing proven strategies, you can ensure that your family's philanthropic endeavors and financial goals align seamlessly.

With contributions from leading family offices worldwide, The Complete Family Office Handbook is a one-stop resource for those seeking to develop effective family governance and succession plans. Discover how to create a family constitution, mission statement, and vision that guide your family and its office for generations to come. Practical case studies and real-life examples bring these concepts to life, offering invaluable guidance on how to successfully manage your family office and preserve your wealth for the long term.

Don't miss out on this extraordinary opportunity to gain expert knowledge and insights into managing your family office. Get your copy of The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them today and take control of your financial future.

Order your copy now!

Disclosure: I get commissions for purchases made through links in this website