Essential Reads on Family Offices

Author: Globe Law and Business
Publisher: Globe Law and Business
ISBN: 9781787429949
Published In: December 2023
Format: Paperback , 219 pages
Jurisdiction: Hong Kong, International, Singapore, U.K., U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Your essential resource featuring insights from the world's foremost experts on the most pressing topics facing family offices and their advisers today.

This title features a collection of authoritative materials dedicated to providing family offices and their advisers with the most informative and thought-provoking contributions on these key themes, including:

Family office profiles: profiles of leading family offices from around the world, highlighting their unique structures, strategies, and values.
Governance: best practices for developing and implementing effective governance structures and processes for family offices.
Next gen planning: expert insights on how to prepare the next generation of family members and manage the family's wealth and legacy.

We understand that family offices have complex and unique needs, and we are committed to providing both family offices and their advisers with the resources they need to thrive. Contributions have been carefully curated from the prestigious archive of The International Family Offices Journal, co-published with STEP, and the Special Report, Family Business and Responsible Wealth Ownership.

Secure your copy to gain access to the essential knowledge you need to manage a family's wealth, relationships and legacy for generations to come.

Foreword

Family office profiles

Family office profile: Rodolfo Paiz, CEO of the PT Family Office (Miami and Guatemala)

Interview by Suzy Peterfriend

Family office profile: Northwood Family Office

Interview with Tom McCullough by Barbara R Hauser

An interview with Sue Nickason of Dart Family Office

Governance, entrepreneurship, resilience and reinvention on the five-generation journey of a family enterprise

Dennis T Jaffe, Maya Prabhu and Carolina Cintra

Family office profile: VALUEworks AG, Zurich/Switzerland

Interview with with Kecia Barkawi, CEO and founder of VALUEworks AG by Barbara R Hauser

Family business, family office and next gen

Fabrizio Arengi Bentivoglio

Single-family offices in the 21st century – remaining fit for purpose

Iraj Ispahani and Carl Sjöström

NextGen

Family office succession planning

Susan R Schoenfeld

The right time to involve the next generation

Antoaneta Proctor

Parental expectations: effective guidelines or messy messages?

Raimund Kamp

Not the founder’s family office: evolving to meet the needs of rising generations

Amelia Renkert-Thomas

Let’s do it the SMART way: a practical guide for the raising of affluent children

Philippe J Weil

I’m successful, but can’t talk to my children about money! Help!

Maya Prabhu

The hows and whys of enterprising families reinterpreting timeless tales for their NextGen

Asher Noor

Generational resilience through the integration of governance into structure

Carly E Doshi, William Kambas and Michael Schwartz

Reframing succession in a disruptive era – a business family perspective

Roger King and Jeremy Cheng

Five things wealthy families can learn from Lee Man Tat

Russell Cohen

The next generation of strategic cultural philanthropy – impact, social justice and the opportunities for nextgen donors in the arts

Melissa Cowley Wolf

Effective mentoring for the next generation

Jessica McGawley, Dallington Associates

Women: wealth and self-reliance

Philip Marcovici, The Offices of Philip Marcovici Limited

Caroline Underwood, Philanthropy Company

Safeguarding the family’s digital narrative: how to navigate the challenges of the social media revolution

Charlie Bain, Digitalis

Governance

Case study – design and set up of a family investment office

Guillermo Barandalla

Family mission vision and values statements: the essential foundation of an effective family governance system or just another form that cannot function?

Christian Stewart

The three family constitution archetypes and a wise alternative

Christian Stewart

Family constitutions, the rule of law and happiness

Barbara R Hauser

Stress tests – building resilience in the face of a crisis

David Werdiger

The benefits of applying the rule of law in family governance

Barbara R Hauser

The great man fallacy and family governance

Franklin J Parker

Contributing firm	Name
55 Fidelius Family Office	Rodolfo J Paiz Rodolfo Paiz
Advisor and Entrepreneur	David Werdiger
AlTouq Group	Asher Noor
BanyanGlobal Family Business Advisors	Dennis T Jaffe
Barbara R Hauser LLC	Barbara R Hauser
Chinese University of Hong Kong	Jeremy Cheng
Dallington Associates	Jessica McGawley
Dart	Sue Nickason
Day Pitney LLP	Michael S Schwartz
Digitalis	Charlie Bain
Directional Advisors	Franklin J Parker
Family Legacy Asia HK LTD	Christian Stewart
FamilyLegacy Inc	Suzy Peterfriend
Farrer & Co	Russell Cohen
Fidia Holding SpA	Fabrizio Arengi Bentivoglio
Guidato Family Office BV	Raimund Kamp
HSBC Private Banking	Carly E Doshi
INJAT SL	Guillermo Barandalla
Ispahani Advisory	Iraj Ispahani
JP Morgan Private Bank	Carolina Cintra
Jp Morgan Private Bank	Maya Prabhu
MCW Projects	Melissa Cowley Wolf
Northwood Family Office	Tom McCullough
P J Weil Ltd	Philippe J Weil
Renkert Thomas Consulting	Amelia Renkert-Thomas
The Hong Kong University of Science and Technology	Roger King
The Offices Of Philip Marcovici Ltd	Philip Marcovici
The Philanthropy Company	Caroline Underwood
VALUEworks AG	Kecia Barkawi
Viti Solutions	Carl Sjöström
Wealth Legacy Advisors LLC	Susan R Schoenfeld
Wedlake Bell	Antoaneta Proctor
Withers Bergman LLP	William J Kambas