This book provides an insiderâ s view for anyone looking to understand family offices as well as how to best serve and advise them. 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.
This book provides an insiderâ s view for anyone looking to understand family offices as well as how to best serve and advise them. 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.
Produktdetails
Produktdetails
Heilbrunn Center for Graham & Dodd Investing Series
William I. Woodson is a lecturer on wealth management at Columbia University School of Professional Studies and serves on the advisory board for the Stanford University Global Family Office Initiative. He is the former head of a family office and ran the family office practices for Citi Private Bank and Credit Suisse. Edward V. Marshall is a family office expert, author, consultant, and speaker. He is the global head of the family office practice at Dentons, the world¿s largest law firm. Marshall has held leading family office roles at Credit Suisse, Citibank, and Boston Private, and he is a guest lecturer on the family office at New York University¿s Stern School of Business.
Inhaltsangabe
Foreword Acknowledgments Disclaimer Introduction Section One: Formation 1. Types 2. Services 3. Leadership and Staffing Section Two: Services 4. Finance 5. Lifestyle 6. Investments 7. Risk Management 8. Philanthropy 9. Next Generation Section Three: Governance 10. Communications and Planning 11. Structures 12. Succession and Leadership Insights Section Four: Industry Data and Resources 13. The Numbers Conclusion Appendix Glossary Notes Index