Family Office - A Comprehensive Guide for Advisers, Practitioners, and Students

This book provides an insider's view for anyone looking to understand family offices as well as how to best serve and advise them. Veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively.

List of contents

Foreword
Acknowledgments
Disclaimer
Introduction
Section One: Formation
1. Types
2. Services
3. Leadership and Staffing
Section Two: Services
4. Finance
5. Lifestyle
6. Investments
7. Risk Management
8. Philanthropy
9. Next Generation
Section Three: Governance
10. Communications and Planning
11. Structures
12. Succession and Leadership Insights
Section Four: Industry Data and Resources
13. The Numbers
Conclusion
Appendix
Glossary
Notes
Index

About the author

William I. Woodson and Edward V. Marshall

Summary

This book provides an insider’s view for anyone looking to understand family offices as well as how to best serve and advise them. Veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively.

Additional text

The [authors] have triumphantly raised the bar in analyzing how those who want to set up, work in, and manage family offices should set about these tasks.

Product details

• Authors: Edward V. Marshall, William I. Woodson, William I. Marshall Woodson
• Publisher: Columbia University Press
• Languages: English
• Product format: Hardback
• Released: 31.08.2021
• EAN: 9780231200622
• ISBN: 978-0-231-20062-2
• No. of pages: 368
• Series: Heilbrunn Center for Graham & Dodd Investing Series
• Subjects: Social sciences, law, business > Business > Business administration; BUSINESS & ECONOMICS / Strategic Planning, BUSINESS & ECONOMICS / Finance / Wealth Management, Finance & accounting, Finance and accounting