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

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

作者： Clare Archer
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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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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