The complete family office handbook a guide for affluent families and the advisors who serve them
"Designed to prepare family members to collectively manage, sustain, and grow their wealth across multiple generations, family offices can aid families in managing their tax, fiduciary, and compliance needs; assist in investment management, risk management, estate planning, and trust administra...
| Autor principal: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc
[2021]
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| Edición: | Second edition |
| Colección: | Wiley ebooks.
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| Acceso en línea: | Conectar con la versión electrónica |
| Ver en Universidad de Navarra: | https://innopac.unav.es/record=b47240362*spi |
| Sumario: | "Designed to prepare family members to collectively manage, sustain, and grow their wealth across multiple generations, family offices can aid families in managing their tax, fiduciary, and compliance needs; assist in investment management, risk management, estate planning, and trust administration; provide support for philanthropic activities; conduct financial education programs for family members; and support family governance and wealth transfer and create continuity, cohesion, and purpose for families around their wealth. Those who may be familiar with the concept of the family office may not know how to identify whether it is right for their families or client families. This book will demystify the concept of the family office, clarify who should consider joining a multi-family office or starting their own single-family office; explain what services may be rendered by the office and what the expense to the family may be. This new edition will have updated data and new case studies/examples"-- |
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| Descripción Física: | 1 recurso electrónico (xxvi, 452 páginas) : ilustraciones |
| Formato: | Forma de acceso: World Wide Web. |
| Bibliografía: | Incluye índice y referencias bibliográficas. |
| ISBN: | 9781119694106 9781119694076 9781119694090 |
