The Family Office : : A Comprehensive Guide for Advisers, Practitioners, and Students / / William I. Woodson, Edward V. Marshall.
Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have...
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Place / Publishing House: | New York, NY : : Columbia University Press, , [2021] ©2021 |
Year of Publication: | 2021 |
Language: | English |
Series: | Heilbrunn Center for Graham & Dodd Investing Series
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Woodson, William I., author. aut http://id.loc.gov/vocabulary/relators/aut The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / William I. Woodson, Edward V. Marshall. New York, NY : Columbia University Press, [2021] ©2021 1 online resource : 56 figures and tables text txt rdacontent computer c rdamedia online resource cr rdacarrier text file PDF rda Heilbrunn Center for Graham & Dodd Investing Series Frontmatter -- Contents -- Foreword -- Acknowledgments -- Disclaimer -- Introduction -- Section One. Formation -- Chapter One. Types -- Chapter Two. Services -- Chapter Three. Leadership and Staffing -- Section Two. Services -- Chapter Four Finance -- Chapter Five. Lifestyle -- Chapter Six. Investments -- Chapter Seven. Risk Management -- Chapter Eight. Philanthropy -- Chapter Nine. Next Generation -- Section Three. Governance -- Chapter Ten. Communications and Planning -- Chapter Eleven. Structures -- Chapter Twelve. Succession and Leadership Insights -- Section Four. Industry Data and Resources -- Chapter Thirteen. The Numbers -- Conclusion -- Appendix -- Glossary -- Notes -- Index restricted access http://purl.org/coar/access_right/c_16ec online access with authorization star Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have acquired a considerably higher public profile: they represent a mere 7 percent of the world’s ultra-high-net-worth population—yet control a staggering 50 percent of the wealth. As only a select few families now hold a disproportionate amount of global wealth, there are significant social implications to how such assets are managed and used.This book provides an insider’s view for anyone looking to understand family offices and how to best serve and advise them. The veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively. They present these insights through a series of problem-based learning cases that follow a single family’s journey from the time of a significant liquidity event; through the creation, staffing, and management of their family office; and on to its succession. Each case study is supported by detailed background reference material. The cases and background materials are drawn from the authors’ practical knowledge, network of industry experts, and experience advising family offices large and small. They shed light on the unique issues that ultrawealthy families face and the solutions they adopt to address them throughout the life cycle of a family office. This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices. Mode of access: Internet via World Wide Web. In English. Description based on online resource; title from PDF title page (publisher's Web site, viewed 01. Dez 2022) Families Economic aspects. Financial planners. Financial services industry. Investment advisors. Rich people Finance, Personal. Wealth Management. BUSINESS & ECONOMICS / Finance / Wealth Management. bisacsh DeChellis, Anthony, contributor. ctb https://id.loc.gov/vocabulary/relators/ctb Marshall, Edward V., author. aut http://id.loc.gov/vocabulary/relators/aut Title is part of eBook package: De Gruyter Columbia University Press Complete eBook-Package 2021 9783110739077 Title is part of eBook package: De Gruyter EBOOK PACKAGE Business and Economics 2021 English 9783110754049 Title is part of eBook package: De Gruyter EBOOK PACKAGE COMPLETE 2021 English 9783110754001 Title is part of eBook package: De Gruyter EBOOK PACKAGE COMPLETE 2021 9783110753776 ZDB-23-DGG Title is part of eBook package: De Gruyter EBOOK PACKAGE Economics 2021 9783110753820 ZDB-23-DBV https://doi.org/10.7312/wood20062 https://www.degruyter.com/isbn/9780231553711 Cover https://www.degruyter.com/document/cover/isbn/9780231553711/original |
language |
English |
format |
eBook |
author |
Woodson, William I., Woodson, William I., Marshall, Edward V., |
spellingShingle |
Woodson, William I., Woodson, William I., Marshall, Edward V., The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / Heilbrunn Center for Graham & Dodd Investing Series Frontmatter -- Contents -- Foreword -- Acknowledgments -- Disclaimer -- Introduction -- Section One. Formation -- Chapter One. Types -- Chapter Two. Services -- Chapter Three. Leadership and Staffing -- Section Two. Services -- Chapter Four Finance -- Chapter Five. Lifestyle -- Chapter Six. Investments -- Chapter Seven. Risk Management -- Chapter Eight. Philanthropy -- Chapter Nine. Next Generation -- Section Three. Governance -- Chapter Ten. Communications and Planning -- Chapter Eleven. Structures -- Chapter Twelve. Succession and Leadership Insights -- Section Four. Industry Data and Resources -- Chapter Thirteen. The Numbers -- Conclusion -- Appendix -- Glossary -- Notes -- Index |
author_facet |
Woodson, William I., Woodson, William I., Marshall, Edward V., DeChellis, Anthony, DeChellis, Anthony, Marshall, Edward V., Marshall, Edward V., |
author_variant |
w i w wi wiw w i w wi wiw e v m ev evm |
author_role |
VerfasserIn VerfasserIn VerfasserIn |
author2 |
DeChellis, Anthony, DeChellis, Anthony, Marshall, Edward V., Marshall, Edward V., |
author2_variant |
a d ad a d ad e v m ev evm |
author2_role |
MitwirkendeR MitwirkendeR VerfasserIn VerfasserIn |
author_sort |
Woodson, William I., |
title |
The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / |
title_sub |
A Comprehensive Guide for Advisers, Practitioners, and Students / |
title_full |
The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / William I. Woodson, Edward V. Marshall. |
title_fullStr |
The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / William I. Woodson, Edward V. Marshall. |
title_full_unstemmed |
The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / William I. Woodson, Edward V. Marshall. |
title_auth |
The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / |
title_alt |
Frontmatter -- Contents -- Foreword -- Acknowledgments -- Disclaimer -- Introduction -- Section One. Formation -- Chapter One. Types -- Chapter Two. Services -- Chapter Three. Leadership and Staffing -- Section Two. Services -- Chapter Four Finance -- Chapter Five. Lifestyle -- Chapter Six. Investments -- Chapter Seven. Risk Management -- Chapter Eight. Philanthropy -- Chapter Nine. Next Generation -- Section Three. Governance -- Chapter Ten. Communications and Planning -- Chapter Eleven. Structures -- Chapter Twelve. Succession and Leadership Insights -- Section Four. Industry Data and Resources -- Chapter Thirteen. The Numbers -- Conclusion -- Appendix -- Glossary -- Notes -- Index |
title_new |
The Family Office : |
title_sort |
the family office : a comprehensive guide for advisers, practitioners, and students / |
series |
Heilbrunn Center for Graham & Dodd Investing Series |
series2 |
Heilbrunn Center for Graham & Dodd Investing Series |
publisher |
Columbia University Press, |
publishDate |
2021 |
physical |
1 online resource : 56 figures and tables |
contents |
Frontmatter -- Contents -- Foreword -- Acknowledgments -- Disclaimer -- Introduction -- Section One. Formation -- Chapter One. Types -- Chapter Two. Services -- Chapter Three. Leadership and Staffing -- Section Two. Services -- Chapter Four Finance -- Chapter Five. Lifestyle -- Chapter Six. Investments -- Chapter Seven. Risk Management -- Chapter Eight. Philanthropy -- Chapter Nine. Next Generation -- Section Three. Governance -- Chapter Ten. Communications and Planning -- Chapter Eleven. Structures -- Chapter Twelve. Succession and Leadership Insights -- Section Four. Industry Data and Resources -- Chapter Thirteen. The Numbers -- Conclusion -- Appendix -- Glossary -- Notes -- Index |
isbn |
9780231553711 9783110739077 9783110754049 9783110754001 9783110753776 9783110753820 |
callnumber-first |
H - Social Science |
callnumber-subject |
HG - Finance |
callnumber-label |
HG4621 |
callnumber-sort |
HG 44621 W66 42021 |
url |
https://doi.org/10.7312/wood20062 https://www.degruyter.com/isbn/9780231553711 https://www.degruyter.com/document/cover/isbn/9780231553711/original |
illustrated |
Not Illustrated |
dewey-hundreds |
300 - Social sciences |
dewey-tens |
330 - Economics |
dewey-ones |
332 - Financial economics |
dewey-full |
332.6 |
dewey-sort |
3332.6 |
dewey-raw |
332.6 |
dewey-search |
332.6 |
doi_str_mv |
10.7312/wood20062 |
oclc_num |
1269268482 |
work_keys_str_mv |
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ids_txt_mv |
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Title is part of eBook package: De Gruyter Columbia University Press Complete eBook-Package 2021 Title is part of eBook package: De Gruyter EBOOK PACKAGE Business and Economics 2021 English Title is part of eBook package: De Gruyter EBOOK PACKAGE COMPLETE 2021 English Title is part of eBook package: De Gruyter EBOOK PACKAGE COMPLETE 2021 Title is part of eBook package: De Gruyter EBOOK PACKAGE Economics 2021 |
is_hierarchy_title |
The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students / |
container_title |
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