Everything you need to know for successful wealth management for
families
Although the family office concept is not new, it is a
phenomenon that is changing the wealth management landscape. With
celebrities and business moguls, investment gurus and family
business icons establishing private wealth management advisory
firms, more and more individuals are asking what exactly is a
family office and how does it operate? Family offices either serve
one family exclusively or typically manage the wealth of a number
of affluent families. If you're like most families and advisors,
you're familiar with family offices, but may not know exactly how
they work or why the family office is right for you or your
clients. Dr. Kirby Rosplock, an expert on the family office
concept, provides insights to some of the most common questions and
even misperceptions in this handbook.
"The Complete Family Office Handbook" explains how family
offices operate, who should consider forming or joining one, and
how to craft and set up a structure, purpose and vision for the
office that fully serves a family's particular needs and investment
goals. Whether you're a wealth creator, a member of a wealthy
family considering forming or joining a family office, or a
professional contemplating a career in this growing segment of the
wealth management industry, this comprehensive guide provides
insights to some of the most common questions and
misperceptions.
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