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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| Superior document: | Title is part of eBook package: De Gruyter Columbia University Press Complete eBook-Package 2021 |
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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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| Online Access: | |
| Physical Description: | 1 online resource :; 56 figures and tables |
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Table of 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