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EBOOKCENTRAL_on1206401925 |
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OCoLC |
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20240329122006.0 |
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m o d |
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201114s2020 xx o ||| 0 eng d |
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|a EBLCP
|b eng
|c EBLCP
|d EBLCP
|d REDDC
|d OCLCF
|d OCLCQ
|d OCLCO
|d OCLCL
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| 020 |
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|a 9781119694090
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| 020 |
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|a 1119694094
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| 035 |
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|a (OCoLC)1206401925
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4 |
|a HD62.25
|b .R677 2021
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| 082 |
0 |
4 |
|a 658.045
|2 23
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| 049 |
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|a UAMI
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| 100 |
1 |
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|a Rosplock, Kirby.
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| 245 |
1 |
4 |
|a The Complete Family Office Handbook
|h [electronic resource] :
|b A Guide for Affluent Families and the Advisors Who Serve Them.
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| 250 |
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|a 2nd ed.
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| 260 |
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|a Newark :
|b John Wiley & Sons, Incorporated,
|c 2020.
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| 300 |
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|a 1 online resource (481 p.)
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| 500 |
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|a Description based upon print version of record.
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| 505 |
0 |
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|a Cover -- Title Page -- Copyright Page -- Dedication -- Contents -- Foreword -- Preface -- Acknowledgments -- Chapter 1 Introduction to the Family Office -- A Macro View of Global Wealth -- Billionaire Update -- How Much Do I Really Need to Fund a Family Office? -- Purpose and Definition of the Family Office -- Historical Background of the Family Office -- Family Office from the Industrial Age to Current -- Key Roles of the Family Office -- The Executor and Trusted Advisor -- The Guardian and Watchman -- The Librarian and Guru -- Family Office Orientation to Family, Strategy, and Operations
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8 |
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|a Conclusion and Final Thoughts -- Notes -- Chapter 2 Family Office Evolution: Inceptions and Archetypes -- Inception of a Family Office -- Scale: How Much Is Enough? -- Impact of the Family Business on the Family Office -- Attractions and Challenges with Embedded Family Offices -- Separating the Family Office from the Family Business -- Sudden Wealth -- The Investment-Focused Family Office -- Family Offices Through the Back Door -- Family Business Exit and Liquidity Event -- Family Office Archetypes -- The Founder's Family Office -- The Virtual, Administrative, and Compliance Family Office
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| 505 |
8 |
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|a The Philanthropic Family Office -- The Direct Investment and Investment Offices -- The Family Business-Focused Family Office -- The Multigenerational-Focused Family Office -- Mathile Case Study -- Background: Inception -- Evolution of the Family Office: Strategic Planning Cycles -- A Multigenerational Perspective -- Alignment, Urgency, and Action -- Discovery and Steps -- Involving Outside Experts -- Conclusion and Final Thoughts -- Notes -- Chapter 3 Comparing Family Office Solutions: Multi- and Single-Family Offices -- Trends in the Family Office Landscape
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| 505 |
8 |
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|a Determining Family Wealth Management Needs -- Why the Single-Family Office Solution? -- Why the Multi-Family Office Solution? -- Questions to Ask During the Evaluation Process -- Pathways to Selecting a Multi-Family Office -- Godspeed Case Study -- Introduction -- Background of the Family and Family Office -- A Trigger and Decision for a New Direction -- Journey to Find What Is Next -- Decision-Making Process -- Final Cut -- Key Insights and Outcomes -- Conclusion and Final Thoughts -- Notes -- Chapter 4 Family Values, Mission, and Vision and the Family Office -- Introduction to Values
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| 505 |
8 |
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|a The Process of Exploring Values -- Values Statement -- Mission Statement -- Values, Mission, and the Family Office -- The Importance of Vision -- Elements for Successful Family Office Visioning -- Building Your Family Office Vision -- Pitcairn Family Case Study -- Five Steps to Creating a Family Vision -- Step 1: Clarifying the Process and Expectations -- Step 2: Vision Retreat Pre-Planning -- Step 3: Staging a Vision Retreat -- Step 4: Timing for a Vision Retreat -- Step 5: Aligning Vision and the Strategic Plan -- Conclusion and Final Thoughts -- Notes
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| 590 |
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|a ProQuest Ebook Central
|b Ebook Central Academic Complete
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| 650 |
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0 |
|a Family-owned business enterprises
|x Management.
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| 650 |
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6 |
|a Entreprises familiales
|x Gestion.
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| 650 |
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7 |
|a Family-owned business enterprises
|x Management
|2 fast
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| 758 |
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|i has work:
|a The complete family office handbook (Text)
|1 https://id.oclc.org/worldcat/entity/E39PCGcQmTm9cHkKMxmD7wBFDm
|4 https://id.oclc.org/worldcat/ontology/hasWork
|
| 776 |
0 |
8 |
|i Print version:
|a Rosplock, Kirby
|t The Complete Family Office Handbook : A Guide for Affluent Families and the Advisors Who Serve Them
|d Newark : John Wiley & Sons, Incorporated,c2020
|z 9781119694007
|
| 856 |
4 |
0 |
|u https://ebookcentral.uam.elogim.com/lib/uam-ebooks/detail.action?docID=6386107
|z Texto completo
|
| 938 |
|
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|a ProQuest Ebook Central
|b EBLB
|n EBL6386107
|
| 994 |
|
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|a 92
|b IZTAP
|
