the STEP handbook for advisers
- ISBN: 9781787422810
- Editorial: Globe Law and Bussiness
- Fecha de la edición: 2019
- Lugar de la edición: Woking. Reino Unido
- Edición número: 2nd ed
- Encuadernación: Cartoné
- Medidas: 24 cm
- Nº Pág.: 454
- Idiomas: Inglés
Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this new edition of Family Offices features updated chapters from key players in the field including JPMorgan, Sandaire, Pitcairn, Penningtons Manches, Withers and Farrer & Co.
This practical guide steers readers through the family office model, from its inception to the final stage in its “life cycle”, and covers:
Establishing a family office and choosing the right jurisdiction
Recruiting and managing staff
The pros and cons of a “virtual” office
Evaluating a multi-family office
Millennials’ interest in investments
Using social media, total risk analysis and tools
Communication and cultural issues
Governance, crisis planning and long-term resilience
The second part of the book explores the increasing number of important jurisdictions and features chapters on Australia, Bermuda, Canada, the Gulf region, Hong Kong, India, Israel, the Netherlands, Singapore, Switzerland, the United Kingdom and the United States.
Whether you are a professional practising in the family office sphere, 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.