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The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition

The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition

  • Author:
  • Publisher: John Wiley & Sons
  • ISBN: 9781119694007
  • Published In: November 2020
  • Format: Hardback , 480 pages
  • Jurisdiction: U.S. ? Disclaimer:
    Countri(es) stated herein are used as reference only

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  • Description 
  • Contents 
  • Author 
  • Details

    Preface

    Acknowledgments

    Chapter 1: Introduction to the Family Office

    Kirby Rosplock, PhD

    A Macro View of Global Wealth

    Billionaire Update

    How Much Do I Really Need to Fund a Family Office?

    Purpose and Definition of the Family Office

    Historical Background of the Family Office

    Family Office from the Industrial Age to Current

    Key Roles of the Family Office

    The Executor and Trusted Advisor

    The Guardian and Trusted Watchman

    The Librarian and Guru

    Family Office Orientation to Family, Strategy, and Operations

    Conclusion and Final Thoughts

    Notes

    Chapter 2:  Family Office Evolution: Inceptions and Archetypes 

    Kirby Rosplock, PhD

    Inception of a Family Office

    Scale: How Much Is Enough?

    Impact of the Family Business on the Family Office

    Attractions and Challenges with Embedded Family Offices

    Separating the Family Office from the Family Business

    Sudden Wealth

    The Investment Focused Family Office

    Family Offices through the Back Door

    Family Business Exit and Liquidity Event

    Family Office Archetypes

    The Founder’s Family Office

    The Virtual, Administrative, and Compliance Family Office

    The Philanthropic Family Office

    The Direct Investment and Investment Office

    The Family Business Focused Family Office

    The Multi-Generational Focused Family Office

    Mathile Case Study

    Conclusion and Final Thoughts

    Notes

    Chapter 3:  Comparing Family Office Solutions: Multi- and Single Family Offices

    Kirby Rosplock, PhD

    Trends in the Family Office Landscape

    Determining Family Wealth Management Needs

    Why the Single Family Office Solution?

    Why the Multi-family Office Solution?

    Questions to Ask During the Evaluation Process

    Pathways to Selecting a Multi-Family Office

    Godspeed Case Study

    Conclusion and Final Thoughts

    Notes

    Chapter 4: Family Values, Mission, and Vision and the Family Office

    Kirby Rosplock, PhD

    Introduction to Values

    The Process of Exploring Values

    Values Statement

    Mission Statement

    Values, Mission, and the Family Office

    The Importance of Vision

    Elements for Successful Family Office Visioning

    Building Your Family Office Vision

    Pitcairn Family Case Study

    Five Steps to Creating a Family Vision

    Step 1: Clarifying the Process and Expectations

    Step 2: Vision Retreat Pre-Planning

    Step 3: Staging a Vision Retreat

    Step 4: Timing for a Vision Retreat

    Step 5: Aligning Vision and the Strategic Plan

    Conclusion and Final Thoughts

    Notes

    Chapter 5: Establishing and Structuring of Family Offices

    Ivan A. Sacks, Esq., Partner, Withers Worldwide

    William J. Kambas, Esq., Partner, Withers Worldwide

    Question 1: What Legal Form Should the Family Office Take?

    Choice of Entity

    Deciding Between an LLC and a C CorporationQuestion 2: Who Should Pay for Establishing and Operating the Family Office?

    Question 3: Who Should Own the Family Office and How?

    Legal Ownership

    Beneficial Ownership

    Models of Ownership

    Question 4: Who Should Manage the Family Office and How?

    Structuring the Legal Formalities

    Structuring the Scope of Services

    Family Philanthropy, Legacy, and Social Capital

    Managing Regulatory and Estate Planning Concerns

    Question 5: How are Family Offices Structured to Optimize Tax Efficiency?

    Tax Deductibility of Services Provided by the Family Office

    State and Local Tax

    Question 6: Can a Family Office Be Structured to Manage Risk?

    Risk Management through Architecture

    People-Oriented Risk Management

    Balance Sheet, Cash Flow, and Economic Risk Management

    Question 7: What Is the Process of Establishing and Structuring a Family Office?

    Conclusion and Final Thoughts

    Notes

    Chapter 6: Strategic Planning for the Family

    Kirby Rosplock, PhD

    Creating a Family Office Strategic Plan

    Discovery

    The Family Capital Review

    The Advisor Network Review

    The Estate Plan Review

    Mapping and Summarizing Legal Entities

    Family Office Stress Tests

    Risk and Insurance Management Considerations

    Overview of Capital Sufficiency Analysis

    Conclusion and Final Thoughts

    Notes

    Chapter 7: Legal and Compliance Standards and Practices for Family Offices

    David S. Guin, Esq., Partner and U.S. Commercial Practice Group Leader, Withers Worldwide

    Regulations Affecting Family Offices: Dodd-Frank Act

    The Single Family Office Exemption

    Clients of the Family Office May Need to Report Beneficial Ownership of Securities of Publicly Reporting Companies

    How to Report Beneficial Ownership

    Clients of the Family Office May Need to Report Beneficial Ownership as Insiders of Publicly Reporting Companies

    Reporting Insider Status on Form 3, Form 4, or Form 5

    How Do I Determine Beneficial Ownership in a Multi-Tiered Family Holding Structure?

    Are You an Institutional Investment Manager? (The Answer May Surprise You.)

    What Is an Institutional Investment Manager?

    Reporting on Form 13F

    Determining if the $100 Million Threshold Has Been Met

    Confidential Treatment

    Are You a Large Trader?

    The SEC Gets Personal About Insider Trading

    Compliance Policies

    What Are the Components of a Good Compliance Policy?

    Document Retention Policies

    What Are the Components of a Good Document Retention Policy?

    The Compliance Function: In-House versus Outsourced

    Special Issues for Family Offices When Considering Regulatory Requirements

    Conclusion and Final Thoughts

    Notes

    Chapter 8: Investment Management and the Family Office

    Kirby Rosplock, PhD

    Family Office Investment Management

    Concentration

    Measuring Success

    Lifestyle and Legacy

    Time Horizon

    Hurdles to Growing Wealth

    Family Office Investing: Paradigm Shift

    Passive Versus Active Asset Management

    A Practical Approach to Asset Allocation

    The Investment Process in a Family Office

    Investment Review

    Investment Governance

    Investment Objectives

    Investment Committee

    Strategic and Tactical Asset Allocation, Manager Selection, and Investment Monitoring

    CIO Function: In-house versus Outsourced

    Conclusion and Final Thoughts

    Notes

    Chapter 9: Operations and Information Technology in the Family Office

    John Rosplock COO and CFO, Tamarind Partners

    Robert Kaufold, President and Chief Risk Officer, Cauldera LLC

    Family Needs Drive Family Office Systems

    Family Office Operations

    Accounting

    Reporting

    Financial Reporting

    Data and Decision Archiving

    Family Office Management

    Security

    Other Technology

    Assessing Operational Complexity

    Simple to Complex Systems

    Complex System Technology

    Operations Lens to Insourcing versus Outsourcing

    Technology Considerations: Buy or Build

    New Technology Due Diligence and Onboarding

    Keys to Success

    Conclusion and Final Thoughts

    Appendix A: Family Office Complexity Assessment

    Appendix B: Family Office Technology Segments

    Notes

    Chapter 10:  Family Office Talent, Compensation, and Recruitment

    Kirby Rosplock, PhD

    Introduction

    Family Office Staffing

    Single Family Office Organizational Chart

    Gender and Family Office Executives

    Recruiting Family Office Talent

    Finding a Good Chemistry and Culture Fit

    Background Checks

    Compensation

    Methods for Determining Annual Incentives

    Managing Family Office Talent

    Role Clarity and Job Description

    Reporting Hierarchy and Authority

    Performance Management

    Communication and Trust

    Recruiting Internationally

    Case Study: Setting up the Office

    Family or Non-Family at the Helm

    Family Member Compensation

    Conclusion and Final Thoughts

    Notes

    Chapter 11:  Governance Issues for the Family Office

    Barbara Hauser, J.D., Independent Family Advisor, and Kirby Rosplock, PhD

    Governance Issues for the Family Office Itself

    Benefits of a Good Board

    Importance of Independent Directors

    Interim Stage of Advisory Board

    Accountability to the Family

    Participation in Long-Term Strategy

    Next-Generation Issues to Address

    Succession Planning for the Family Office and Its Executives

    Governance Issues for the Family Itself

    Analysis of Existing Decision-Making Process

    Hallmarks of Good Governance: Transparency, Accountability, and Participation

    Benefits of the Family Creating Its Own Governance Process/Structure

    How to Create the Family Governance

    Family Councils

    Family Constitutions

    Kettering Family Governance Case Study

    Conclusion and Final Thoughts

    Notes

    Chapter 12: Family Education in the Family Office

    Kirby Rosplock, PhD

    Stewardship of Wealth

    Psychology of Wealth and Child Development

    Elsa’s Story

    Overcoming Communication Challenges

    Case Study: The Waithram Family

    Clear Expectations and the Power of Inherited Wealth

    Inspiring Entrepreneurship and the Next Generation

    Case Study: Jennifer’s Story

    The Power, Influence, and Inspiration of Mentors

    Creating a Family Education Plan

    Conclusion and Final Thoughts

    Notes

    Chapter 13:  Family Entrepreneurship and the Family Bank

    Warner Babcock, AM Private Enterprises, Inc.

    Kirby Rosplock, PhD

    What Is a Family Bank?

    Two Mindsets to Your Family Bank Questions

    Five Principles for Family Banks

    Democratize

    Harmonize

    Customize

    Flexibilize

    Professionalize

    Mini-Case Study: Intra-Family Financing of New Family Business

    Organizing a Family Bank

    Entity Choice

    Evolution of Family Banks: From Simple to Complex

    Mini-Case Study: A Family Bank Designed to Develop the Next Generation

    Good Governance: Family Bank Boards, Committees, and Trustees

    Mini-Case Study: Family Bank Without Good Governance

    Limitations of Trusts

    The Role of the Family Office

    The Role of Outside Experts

    Tax and Legal Considerations of Family Banks

    The Anderson Family Case Study

    Conclusion and Final Thoughts

    Notes

    Chapter 14: Legacy, Philanthropy, and Impact Investing

    Kirby Rosplock, PhD

    Introduction to Legacy

    A Generational Lens to Legacy

    Defining Legacy

    Financial Legacy

    Social Legacy

    Philanthropic Legacy

    Philanthropy, Impact, and Sustainable Investing

    Opportunities and Challenges of Philanthropy, Impact and Sustainable Investing

    Family Philanthropy and Foundations

    The Root Family Legacy and Evolving Their Philanthropy

    The Family Office Supporting Family Philanthropy

    Cordes Family Case Study

    Conclusion and Final Thoughts

    Notes

    Chapter 15: Private Trust Companies: Creating the Ideal Trustee

    Miles Padgett, Partner, Kozusko Harris Duncan, LLP

    Don Kozusko, Partner, Kozusko Harris Duncan, LLP

    The Broader View

    What is a Private Trust Company?

    What are the Differences between a Private Trust Company and a Commercial Trust Company?

    Why Do Families Consider Creating a PTC?

    What are the Key Considerations to be Addressed Prior to Pursuing a PTC?

    Steps to Creating a PTC

    Choice of Regulatory Regime

    Geographical Convenience

    Substantive Trust Laws

    Trust Company Laws

    Public Policy Environment

    Trust and Trust Company Taxes

    Achieving Success in a PTC: Setting Priorities

    Fostering Beneficiary Development Should be the Primary Objective of the PTC

    Principles and Practices for a Successful Private Trust Company

    The Parable Family

    Conclusion and Final Thoughts

    Notes

    About the Author

    About the Contributors

    Index

  • Preface

    Acknowledgments

    Chapter 1: Introduction to the Family Office (Kirby Rosplock, PhD)

    A Macro View of Global Wealth

    How Much Do I Really Need to Fund a Family Office?

    Purpose & Definition of the Family Office

    Historical Background of the Family Office

    Case in Point

    Three Key Roles of the Family Office

    The Keeper & Executor

    Guardian and Confidant

    Brain Trust

    Types of Family Office Services

    Conclusion and Final Thoughts

    Notes

    Chapter 2:  Inception of the Family Office: Pathways to a Family Office (Kirby Rosplock, PhD)

    Inception of a Family Office

    Impact of the Family Business on the Family Office

    Attractions and Challenges with Embedded Family Offices in the Family Business

    Separating the Family Office from the Family Business

    Sudden Wealth

    Family Offices through the Back Door

    Family Business Exit and Liquidity Event

    Case—The Kessler Family

    The Investment Office

    Conclusion and Final Thoughts

    Notes

    Chapter 3: Family Wealth Needs: Determining your Family Office Solution & Services (Kirby Rosplock, PhD)

    Trends in the Family Office Landscape

    Family Office Archetypes

    The Multigenerational Focused Family Office

    The Investment Family Office

    The Founder’s Family Office

    The Administrative and Compliance Family Office

    Family Business Centered Family Office

    Legacy and Philanthropic Family Office

    Determining Family Wealth Management Needs

    Why the Single Family Office Solution

    Why the Multi-Family Office Solution

    Questions to Ask During the Evaluation Process

    Response for a Proposal (RFP)

    Conclusion and Final Thoughts

    Notes

    Chapter 4: Family Values, Mission, and Vision and the Family Office (Kirby Rosplock, PhD)

    Introduction to Values

    The Process of Exploring Values

    Values Statement

    Values, Mission, and the Family Office

    The Importance of Vision

    Elements for Successful Family Office Visioning

    Building Your Family Office Vision

    Pitcairn Family Case Study

    Creating your Family Vision

    Step 1: Education and Clarifying the Process and Expectations

    Step 2: Pre-planning for the Vision Retreat

    Step 3: Staging the Vision Retreat

    Step 4: Developing your Family’s Vision

    Step 5: Aligning Vision with Strategic Plan

    Conclusion and Final Thoughts

    Notes

    Chapter 5: Establishing and Structuring of Family Offices (Ivan A. Sacks, Esq., Chairman, Withers Worldwide William J. Kambas, Esq., Associate, Wealth Planning Practice Group, Withers Bergman LLP, Justin M. Zamparelli, Esq., Partner, Commercial Practice Group, Withers Bergman LLP)

    Case in Point

    Question #1: What legal form should the family office take?

    Choice of Entity

    Deciding Between an LLC and a C Corporation

    Formation of a C Corporation

    Formation of an LLC

    The Governing Instrument

    Multi-Entity Structures

    Simple Family Office (Investment and portfolio management)

    The Angel or Venture Capitalist Family Office

    Complex Family Office (Corporate conglomerate style)

    The Value of Overall Structure Management

    Case in Point

    Question #2: Who should pay for establishing and operating the family office?

    Question #3: Who should own the family office and how?

    Legal Ownership

    Beneficial Ownership

    Models of Ownership

    Case in Point

    Question #4: Who should manage the family office and how?

    Structuring the Legal Formalities

    The Board of Directors (or the “Board”)

    The Officers

    Structuring the Scope of Services

    Internal Operations

    External Operations

    Family Philanthropy, Legacy, and Social Capital

    Managing Regulatory and Estate Planning Concerns

    Question #5: How are family offices structured to optimize tax efficiency?

    Tax deductibility of Services provided by the Family Office

    State and Local Tax

    Question #6: Can a family office be structure to manage risk?

    Case in Point

    Risk Management Through Architecture

    People Oriented Risk Management

    Balance Sheet, Cash Flow, and Economic Risk Management

    Question #7: What is the process of establishing and structuring a family office?

    Conclusion and Final Thoughts

    Notes

    Chapter 6: Advising Families: Developing a Family Office Baseline (Kirby Rosplock, PhD)

    Introduction to Creating a Family Office Baseline

    The Family Genogram

    The Family Background

    Trusted Advisors

    The Estate Plan Review

    Mapping and Summarizing Legal Entities

    Assessing & Preparing for Major Life Issues

    A Financial Review

    Capital Sufficiency Analysis

    Capital Sufficiency Case Study for the Raymond Family

    Raymond Family Base Case

    Analysis

    Capital Sufficiency Outcomes Discussion

    Insurance Review

    Engaging in the Insurance Review Process

    Conclusion and Final Thoughts

    Notes

    Chapter 7: Legal and Compliance Standards and Practices for Family Offices (David S. Guin, Esq., Partner and US Commercial Practice Group Leader, Withers Worldwide, Mark J. Tice, Esq., Associate, Commercial Practice Group, Withers Worldwide)

    New Regulations Affecting Family Offices

    What Has Not Changed

    The Single Family Office Exemption

    Clients of the Family Office May Need to Report Beneficial Ownership of Securities of Publicly Reporting Companies

    Clients of the Family Office May Need to Report Beneficial Ownership as “Insiders” of Publicly Reporting Companies

    Reporting Insider Status on Form 3, Form 4 or Form 5

    How do I determine beneficial ownership in a multi-tiered family holding structure?

    Are you an Institutional Investment Manager? (The answer may surprise you.)

    What is an institutional investment manager?

    Reporting on Form 13F

    Determining if the $100 Million Threshold Has Been Met

    Are You a Large Trader?

    The SEC Gets Personal About Insider Trading

    Compliance Policies

    What are the components of a good compliance policy?

    Document Retention Policies

    What are the components of a good document retention policy?

    The Compliance Function: In-house vs. Outsourced

    Special Issues for Family Offices When Considering Regulatory Requirements

    Conclusion and Final Thoughts

    Notes

    Chapter 8: Investment Management and the Family Office1 (Kirby Rosplock, PhD)

    Family Office Investment Management

    Concentration: All Eggs in One Basket

    Simplifying the Wealth Management Paradigm:  A Matter of Lifestyle and Legacy

    Scale: How Much is Enough?

    Time: A Family Office’s Most Precious Advantage

    What Gets in the Way of Growing Wealth: Variance, Inflation, Taxes, Investment Costs, and Spending

    Family Office Investing: A Different Type of Animal?

    A Goals-Based Approach to Asset Allocation

    The Investment Process in a Family Office

    Investment Review

    Investment Philosophy

    Investment Objectives

    The Investment Policy

    Investment Advisory Committee

    Strategic and Tactical Asset Allocation, Manager Selection, Surveillance andOngoing Investment Monitoring

    The Role of the Chief Investment Officer

    The Outsourced CIO Model

    Case in Point: Walford Family Office36

    Conclusion and Final Thoughts

    Notes

    Chapter 9: Operations and Information Technology in the Family Office (Robert Kaufold, Managing Partner, Carriage Partners Inc. and Kirby Rosplock, PhD)

    Assessing Complexity

    Case #1: Simple Family Fact Pattern

    Build the Infrastructure!

    Comments on Technology for the Simple System

    Case #2: More Complex Family Fact Pattern

    Build the Infrastructure!

    Comments on Technology for the More Complex Infrastructure

    Case #3:  The Most Complex Family Fact Pattern

    Build the Infrastructure!

    Financial Reporting

    Data and Decision Archiving

    Conclusion and Final Thoughts

    Notes

    Chapter 10:  Talent Management in the Family Office (Kirby Rosplock, PhD)

    Introduction

    Family Office Staffing

    Single Family Office Organizational Charts

    President/CEO

    Chief Investment Officer (CIO)

    Chief Financial Officer (CFO)

    Chief Administrative Officer (CAO)

    Chief Operations Officer (COO)

    Investment Advisor

    Tax Accountant and Bookkeeper

    Wealth Advisor

    Finding Family Office Talent

    People Business

    Chemistry Fit

    Background Checks

    Compensation

    Managing Talent in your Family Office

    Role Clarity and Job Description

    Performance Management

    Family at the Helm

    Conclusion and Final Thoughts

    Notes

    Chapter 11: Governance Issues for the Family Office (Barbara Hauser, J.D. Independent Family Advisor and Kirby Rosplock, PhD)

    Governance Issues for the Family Office Itself

    Benefits of a Good Board

    Addition of Independent Directors

    Interim Stage of Advisory Board

    Accountability to the Family

    Pricing Alternatives

    Participation in Long-term Strategy

    Next Generation Issues to Address

    Succession Planning for the Family Office and its Executives

    Case of the Winchester Family

    Governance Issues for the Family Itself

    Analysis of Existing Decision-making Process

    Hallmarks of Good Governance: Transparency, Accountability, and Participation

    Benefits of the Family Creating its own Governance Process/Structure

    How to Create the Family Governance

    Family Councils

    Family Constitutions

    Conclusion and Final Thoughts

    Notes

    Chapter 12: Preparing Succeeding Generations: Family Education in the Family Office (Kirby Rosplock, PhD)

    Developing the Next Generation

    Case Study: Elsa’s Story4

    To Tell or Not to Tell: Overcoming Communication Challenges

    Case Study: Aragon Trust Company15

    Clear Expectations and the Power of Inherited Wealth

    Case Study: The Lyle Family

    Mentoring: The Power, Influence and Inspiration from Mentors

    Building a Foundation for Financial Independence: The Role of the Family Office

    Conclusion and Final Thoughts

    Notes

    Chapter 13:  Family Entrepreneurship and the Family Bank (Warner Babcock, AM Private Enterprises, Inc. and Kirby Rosplock, PhD)

    Key Entrepreneur Characteristics, Traits and Questions

    What are a Family Bank and its Overall Purpose?

    Conceiving your Family Bank

    Who Funds Family Banks and What do they Typically Fund?

    Four Principles for Family Banks

    Democratize

    Harmonize

    Customize

    Professionalize

    Governance, Structure, and Organization

    Evolution of Family Banks: From Simple to Complex

    Family Bank Boards, Committees and Trustees

    Structures and Organization of Entities

    Limitations of Trusts

    The Role of the Family Office

    The Role of Outside Experts

    Tax and Legal Considerations of Family Banks

    Conclusion and Final Thoughts

    Notes

    Chapter 14:Legacy and Philanthropy in the Family Office (Kirby Rosplock, PhD)

    Introduction to Legacy

    Legacy to the Senior Generation

    Legacy to the Next Generation

    Gender and Legacy: How Important is Leaving a Legacy from Women’s and Men’s Perspectives?

    Defining Legacy

    Financial Legacy

    Social Legacy

    Philanthropic Legacy

    Legacy and its Connection to Philanthropy

    The Role of the Family Office Supporting a Family’s Legacy & Philanthropy

    Foundations

    Opportunities

    Challenges

    Mentoring the Next Generation

    Family Council

    Conclusion and Final Thoughts

    Notes

    Chapter 15: Globalization of the Family Office: International Families and Family Offices (Kirby Rosplock, PhD)

    Introduction to the Global Family Office

    Asia

    North America

    Latin America

    Europe

    Middle East and Africa

    Oceania

    Conclusion and Final Thoughts

    Notes

    About the Author

    About the Contributors

    Index

  • Kirby Rosplock, PhD, is a recognized researcher, innovator, advisor, author, and speaker in the family office space. She understands firsthand the opportunities and challenges of family wealth as a fourth generation family business owner, board member, and co-trustee of her family's foundation. For nearly a decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, one of the most prominent multi-family offices in the U.S. This book shares the insights and best practices she has gained through engaging more than 60 family office experts, professionals and families with family offices around the globe into this comprehensive handbook

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