國立虎尾科技大學 |

The Family Office = A Practical Guide to Strategically and Operationally Managing Family Wealth /

紀錄類型:	書目-語言資料,印刷品 : Monograph/item
正題名/作者:	The Family Office/ by Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller, Christoph Weber.
其他題名:	A Practical Guide to Strategically and Operationally Managing Family Wealth /
作者:	Canessa, Boris.
其他作者:	Escher, Jens.
面頁冊數:	XXI, 259 p. 39 illus., 17 illus. in color.online resource. :
Contained By:	Springer Nature eBook
標題:	Personal finance. -
電子資源:	https://doi.org/10.1007/978-3-319-99085-9
ISBN:	9783319990859

The Family Office = A Practical Guide to Strategically and Operationally Managing Family Wealth /
Canessa, Boris.

The Family OfficeA Practical Guide to Strategically and Operationally Managing Family Wealth /[electronic resource] :by Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller, Christoph Weber. - 1st ed. 2018. - XXI, 259 p. 39 illus., 17 illus. in color.online resource.

1. What is a family office? -- 2. How is a family office structured? -- Interview with Simon Foster -- 3. What are the fundamental success factors for a family office? -- Interview with Klaus Kuder -- 4. Structures for Managing Wealth -- Interview with Christoph Zapp -- 5. Reliable Handling of Legal and Tax Issues -- 6. Succession Planning -- Interview with Christian-Titus Klaiber -- 7. Organizing the Family: Family Governance -- Interview with Larry Donckers -- 8. Effective Structuring of Philanthropic Engagement -- Interview with Nour Abou Adal & Maissa Abou Adal -- 9. Concierge Services by the Family Office -- 10. Organizational Framework for the Family Office -- Interview with James Fleming -- 11. Client Structure and Communication -- 12. Committees, Guidelines and Professional Management Systems -- Interview with Tom McCullough -- 13. Leadership Structures in the Family Office -- Interview with Leslie Voth -- 14. Strengths, Weaknesses, Opportunities, Threats: Avoiding Traps, Preparing for the Future.

The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs can be expected from a family office, and how much wealth must be under management to justify them? What are the role and responsibilities of the Family Officer and his staff? Which are best practices for family governance, succession planning, and philanthropy at a family office? These insights are then supplemented by a wide-ranging set of interviews with family members, family officers and consultants from around the world. Both family office professionals and families themselves will benefit from this thorough but highly approachable examination. The author team of Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller and Christoph Weber are each experts in a specific field related to the family office. They apply their professional and personal knowledge as family office specialists to provide details on organization of the family office, governance structures, asset allocation, succession and family governance planning and more.

ISBN: 9783319990859

Standard No.: 10.1007/978-3-319-99085-9doiSubjects--Topical Terms:

1259314
Personal finance.

LC Class. No.: HG179

Dewey Class. No.: 332.041

The Family Office = A Practical Guide to Strategically and Operationally Managing Family Wealth /
LDR:03755nam a22003975i 4500 001 987265
003 DE-He213
005 20200629121019.0
007 cr nn 008mamaa
008 201225s2018 gw | s |||| 0|eng d
020 $a 9783319990859 $9 978-3-319-99085-9
024 7 $a 10.1007/978-3-319-99085-9 $2 doi
035 $a 978-3-319-99085-9
050 4 $a HG179
072 7 $a KFF $2 bicssc
072 7 $a BUS027000 $2 bisacsh
072 7 $a KFF $2 thema
082 0 4 $a 332.041 $2 23
100 1 $a Canessa, Boris. $4 aut $4 http://id.loc.gov/vocabulary/relators/aut $3 1211675
245 1 4 $a The Family Office $h [electronic resource] : $b A Practical Guide to Strategically and Operationally Managing Family Wealth / $c by Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller, Christoph Weber.
250 $a 1st ed. 2018.
264 1 $a Cham : $b Springer International Publishing : $b Imprint: Palgrave Macmillan, $c 2018.
300 $a XXI, 259 p. 39 illus., 17 illus. in color. $b online resource.
336 $a text $b txt $2 rdacontent
337 $a computer $b c $2 rdamedia
338 $a online resource $b cr $2 rdacarrier
347 $a text file $b PDF $2 rda
505 0 $a 1. What is a family office? -- 2. How is a family office structured? -- Interview with Simon Foster -- 3. What are the fundamental success factors for a family office? -- Interview with Klaus Kuder -- 4. Structures for Managing Wealth -- Interview with Christoph Zapp -- 5. Reliable Handling of Legal and Tax Issues -- 6. Succession Planning -- Interview with Christian-Titus Klaiber -- 7. Organizing the Family: Family Governance -- Interview with Larry Donckers -- 8. Effective Structuring of Philanthropic Engagement -- Interview with Nour Abou Adal & Maissa Abou Adal -- 9. Concierge Services by the Family Office -- 10. Organizational Framework for the Family Office -- Interview with James Fleming -- 11. Client Structure and Communication -- 12. Committees, Guidelines and Professional Management Systems -- Interview with Tom McCullough -- 13. Leadership Structures in the Family Office -- Interview with Leslie Voth -- 14. Strengths, Weaknesses, Opportunities, Threats: Avoiding Traps, Preparing for the Future.
520 $a The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs can be expected from a family office, and how much wealth must be under management to justify them? What are the role and responsibilities of the Family Officer and his staff? Which are best practices for family governance, succession planning, and philanthropy at a family office? These insights are then supplemented by a wide-ranging set of interviews with family members, family officers and consultants from around the world. Both family office professionals and families themselves will benefit from this thorough but highly approachable examination. The author team of Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller and Christoph Weber are each experts in a specific field related to the family office. They apply their professional and personal knowledge as family office specialists to provide details on organization of the family office, governance structures, asset allocation, succession and family governance planning and more.
650 0 $a Personal finance. $3 1259314
650 0 $a Pension plans. $3 1112524
650 0 $a Business enterprises—Finance. $3 1253877
650 0 $a Leadership. $3 562584
650 1 4 $a Personal Finance/Wealth Management/Pension Planning. $3 1112503
650 2 4 $a Business Finance. $3 1069042
650 2 4 $a Business Strategy/Leadership. $3 796119
700 1 $a Escher, Jens. $e author. $4 aut $4 http://id.loc.gov/vocabulary/relators/aut $3 1273520
700 1 $a Koeberle-Schmid, Alexander. $e author. $4 aut $4 http://id.loc.gov/vocabulary/relators/aut $3 1273521
700 1 $a Preller, Peter. $e author. $4 aut $4 http://id.loc.gov/vocabulary/relators/aut $3 1273522
700 1 $a Weber, Christoph. $4 aut $4 http://id.loc.gov/vocabulary/relators/aut $3 670844
710 2 $a SpringerLink (Online service) $3 593884
773 0 $t Springer Nature eBook
776 0 8 $i Printed edition: $z 9783319990842
776 0 8 $i Printed edition: $z 9783319990866
776 0 8 $i Printed edition: $z 9783030403805
856 4 0 $u https://doi.org/10.1007/978-3-319-99085-9
912 $a ZDB-2-ECF
912 $a ZDB-2-SXEF
950 $a Economics and Finance (SpringerNature-41170)
950 $a Economics and Finance (R0) (SpringerNature-43720)