Family Offices: The STEP Handbook for Advisers, Third Edition

This guide provides practical insight into the family office model, covering key topics such as establishment, tax structuring, governance, philanthropy, and wealth stewardship. It is written by leading experts and has been fully updated for the third edition.

Format: Hardback
Length: 487 pages
Publication date: 20 September 2023
Publisher: Globe Law and Business Ltd

This comprehensive guide, prepared in association with STEP, the world's leading organization for private wealth professionals, takes readers on a journey through the family office model, from its inception to the final stage in its 'life cycle'. Written by esteemed experts in the field, this third edition has been thoroughly updated and covers a wide range of critical topics, including:

Establishing a family office and selecting the appropriate jurisdiction

The tax structuring of a family office

The pros and cons of a 'virtual office'

Governance, crisis planning, and long-term resilience

Hiring leaders for the family office

Philanthropy and the global culture of giving

Wealth stewardship

New chapters delve into family office relevancy, the importance of the family owner's manual, reputation in the digital age, diversity and inclusion in estate planning, and building and caring for family art collections. Additionally, the book explores the growing number of significant jurisdictions, featuring chapters on Australia, Bermuda, Canada, Greater China, the Gulf states, Hong Kong, Israel, Italy, Luxembourg, the Netherlands, Singapore, Switzerland, the United Kingdom, and the United States.

Whether you are a professional practicing in the family office sphere, a family officer, a family member, or a newcomer to this diverse and challenging arena, this comprehensive publication offers invaluable insights into all aspects of the family office world.

Dimension: 240 x 160 x 29 (mm)
ISBN-13: 9781787429642
Edition number: 3 New edition