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

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

  • 作者:
  • 出版商: Globe Law and Business
  • ISBN: 9781787429642
  • 出版时间 October 2023
  • 规格: Hardback , 487 pages
  • 适应领域: Australia, Bermuda, Canada, Hong Kong, India, International, Israel, Middle East, Netherlands, Singapore, Switzerland, U.K., U.S. ? 免责申明:
    Countri(es) stated herein are used as reference only

List Price: ¥2,848.13

¥2,762.69 Save ¥85.44 (3%)

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  • 描述 
  • 作者 
  • 评论
  • 详细

    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.

  • 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


  • Review for 'Business Families and Family Businesses: The STEP Handbook for Advisers': A tour de force of the family business area.

    Rebecca Harding
    World Entrepreneur Society

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