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Family Offices: The STEP Handbook for Advisers, 3rd Edition

Family Offices: The STEP Handbook for Advisers, 3rd Edition

Author: Clare Archer
Publisher: Globe Law and Business
ISBN: 9781787429642

Previous Edition ISBN: 9781787422810
Published In: October 2023
Format: Hardback , 487 pages
Jurisdiction: Australia, Bermuda, Canada, Hong Kong, India, International, Israel, Middle East, Netherlands, Singapore, Switzerland, U.K., U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

List Price: HKD 3,185.00

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Description
Contents
Author
Reviews

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Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this new edition of Family Offices has been fully updated and features a number of new chapters, all written by the leading experts in the field.

The third edition of this practical guide steers readers through the family office model, from its inception to the final stage in its ‘life cycle’, and looks at:

establishing a family office and choosing the right jurisdiction;
the tax structuring of a family office;
recruiting and managing staff;
the pros and cons of a ‘virtual’ office;
reputation protection;
wealth stewardship;
communication and cultural issues;
how to ensure that the family office is relevant; and
governance, crisis planning and long-term resilience.

The second part of the book explores the increasing number of important jurisdictions and includes chapters on Australia, Bermuda, Canada, the Gulf region, Hong Kong, India, Israel, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States. The Hong Kong chapter reflects the latest legislative developments in Hong Kong aimed at making it one of the most prominent locations for family offices.

Whether you are a professional practising in the family office sphere, a family officer, a family member or a new entrant to this diverse and challenging arena, this comprehensive publication provides essential insight into all aspects of the family office world.

Introduction

Barbara R Hauser, Barbara R Hauser LLC & Nicola Saccardo, Charles Russell Speechlys

Establishing the family office

Barbara Hauser, Barbara R Hauser LLC

Choice of structures

David Bowen & Imogen Buchanan Smith, Ernst & Young LLP

A virtual family office

Tom Handler Handler Thayer LLP

Building and Caring for Family Collections: A Guide

Ronald Varney, Ronald Varney Fine Art Advisors

The rule of law versus the law of rulers

Joseph Field, Pillsbury

A family office's manual

Joshua S Kanter, Josh Kanter Wealth Advisory Services

Crisis planning

John Deverell, Deverell Associates

Reputation

Perveen Hill, Jo Sanders & Caroline Thompson, withersworldwide

Building a learning-centric family office

Kirby Rosplock, Tamarind Partners

Inclusiveness

Penelope Purdy, P2 Ink & Tim Volk, Tvolk & Co Consulting

Governance of the family office

Abdullah AlZamil

Recruitment

Rhian-Anwen Hamill, Maya Prabhu & Marie-Therese Yates, JP Morgan

Legacy

Antoaneta Proctor, Wedlake Bell

Philanthropy/social responsibility

Melissa Berman, Rockefeller Philanthropy & Gina Pereira, Dana Philanthropy

The resilient family office

Jim Grubman, Family Wealth Consulting & Dennis Jaffe, Wise Counsel Research

Relevance of the family office

James M. Coutré, Fidelity Investments

Life cycle of a family office

Leslie Voth, Pitcairn family office

Wealth stewardship

Bryony Cove, Farrer & Co, Xavier Isaac, Accuro & Gina Pereira, Meritus Trust Company Limited

Australia

Keith Drewery, Drewery Consulting

Bermuda

Keith Robinson, Carey Olsen

Canada

Mary Anne Bueschkens, Lucinda E Main & Andrea Tratnik, Beard Winter LLP

The Gulf Region

Barbara Hauser, Barbara R Hauser LLC & Asher Noor, Al Touq Group

Greater China

Winnie Qian Peng, The Hong Kong University of Science and Technology

Hong Kong

Deirdre Fu, Katie Graves, Simon Wong & Wei Zhang, withersworldwide

India

Aditya Gadge, Association of International Wealth Management of India

Israel

Ori Ephraim, Ephraim Multi Family Office Services, Lyat Eyal, ARE Legal & Alon Kaplan, Alon Kaplan Law Firm

Italy

Nicola Saccardo, Charles Russell Speechlys

Luxembourg

Yacine Diallo, Charles Russell Speechlys

Netherlands

Raimund Kamp & Marijke Kuijpers, Guidato Family Office

Singapore

David Chee, Drew & Napier LLC

Switzerland

Andrea Bolliger, Baker McKenzie & Tobias Rohner

Family offices in the UK

Grania Baird, Richard Lane & Simon Rees, Farrer & Co

United States

Mary Duke, High Road Advisors LLC

Consulting editor: Clare Archer, Penningtons Manches

Contributing firm	Author(s)

Australia
Drewery Consulting Pty Ltd	Keith Drewery
Canada
Beard Winter LLP	Lucinda E Main
Dāna Philanthropy	Gina Pereira
Miller Thomson LLP	Mary Anne Bueschkens
Pervin Family Business Advisors Inc	Aron Pervin
England
Penningtons Manches LLP	Clare Archer
	Imogen Buchan-Smith
AH Loder Advisers	Sandy Loder
Baker & McKenzie LLP	Ashley Crossley
Dixon Wilson	Jonathan Sutton
Family Dispute Resolution Limited	Ian Marsh
Farrer & Co LLP	Alison Springett
	Grania Baird
	Marianne Kafena
	Sarah von Schmidt
JPMorgan Chase Bank NA	Paul Knox
Sand Aire Ltd	Alex Scott
	Charles Peacock
Smith & Williamson Holdings Ltd	Mark McMullen
Withers Consulting Group	Kenneth McCracken
Hong Kong
Family Legacy Asia (HK) Limited	Christian Stewart
India
Association of International Wealth Management of India	Aditya Gadge
Israel
Alon Kaplan	Alon Kaplan
Aronson Ronkin-Noor Eyal Law Firm	Lyat Eyal
Ephraim Multi Family Office Services	Ori Ephraim
Netherlands
Guidato Family Office	Marijke Kuijpers
	Raimund Kamp
Russia
ALRUD Law Firm	Kira Egorova
	Maxim Alekseyev
Scotland
Wright, Johnston & Mackenzie	Ian Macdonald
Switzerland
Baker & McKenzie Zurich	Marnin J Michaels
	Robert Desax
Hakan Hillerstrom	Hakan Hillerstrom
USA
Barbara R Hauser LLC	Barbara R Hauser
Boston University School of Law	Anne H Gibson
Crystal & Co	Linda Bourn
Dennis T Jaffe	Dennis T Jaffe
High Road Advisors LLC	Mary K Duke
JPMorgan Chase & Co	Samy Dwek
Nexus Global Youth Summit	Jonah Wittkamper
Pitcairn	Leslie C Voth
Summitas LLC	Bill Wyman
Tamarind Partners Inc	Kirby Rosplock
The Rankin Group Ltd	MJ Rankin
Withers	Joseph A Field
Withers Bergman	Amelia Renkert-Thomas