Goals Control And Conflicts In Family Offices

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Goals, Control and Conflicts in Family Offices

Author : Stephan Wessel
Publisher : Springer Science & Business Media
ISBN 13 : 3658024917
Total Pages : 168 pages
Book Rating : 4.6/5 (58 download)

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Book Synopsis Goals, Control and Conflicts in Family Offices by : Stephan Wessel

Download or read book Goals, Control and Conflicts in Family Offices written by Stephan Wessel and published by Springer Science & Business Media. This book was released on 2013-05-27 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt: Family offices manage and coordinate a family’s combined wealth whilst preserving the family legacy and protecting family interests. The families behind these family offices control a significant percentage of the GDP of developed economies, with consequences for financial markets. At the same time, family offices act at the intersection of family and commerce, which makes this particular form of organization appealing to the field of strategic management. Despite its practical and academic relevance, the literature has hardly explored the concept of family offices. As a result, the primary objective of this book is to introduce the domain of family offices. By exploring goals, control and conflicts in the context of family offices, this book contributes to consider this family-influenced organization an essential constituent of management research and an ever more prominent actor in today’s global financial markets.

Alternative Investments

Author : CAIA Association
Publisher : John Wiley & Sons
ISBN 13 : 1119016363
Total Pages : 1107 pages
Book Rating : 4.1/5 (19 download)

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Book Synopsis Alternative Investments by : CAIA Association

Download or read book Alternative Investments written by CAIA Association and published by John Wiley & Sons. This book was released on 2016-09-22 with total page 1107 pages. Available in PDF, EPUB and Kindle. Book excerpt: In-depth Level II exam preparation direct from the CAIA Association CAIA Level II is the official study guide for the Chartered Alternative Investment Analyst professional examination, and an authoritative guide to working in the alternative investment sphere. Written by the makers of the exam, this book provides in-depth guidance through the entire exam agenda; the Level II strategies are the same as Level I, but this time you'll review them through the lens of risk management and portfolio optimisation. Topics include asset allocation and portfolio oversight, style analysis, risk management, alternative asset securitisation, secondary market creation, performance and style attribution and indexing and benchmarking, with clear organisation and a logical progression that allows you to customise your preparation focus. This new third edition has been updated to align with the latest exam, and to reflect the current practices in the field. The CAIA designation was developed to provide a standardized knowledge base in the midst of explosive capital inflow into alternative investments. This book provides a single-source repository of that essential information, tailored to those preparing for the Level II exam. Measure, monitor and manage funds from a risk management perspective Delve into advanced portfolio structures and optimisation strategies Master the nuances of private equity, real assets, commodities and hedge funds Gain expert insight into preparing thoroughly for the CAIA Level II exam The CAIA Charter programme is rigorous and comprehensive, and the designation is globally recognised as the highest standard in alternative investment education. Candidates seeking thorough preparation and detailed explanations of all aspects of alternative investment need look no further than CAIA Level II.

The Family Office

Author : Boris Canessa
Publisher : Springer
ISBN 13 : 3319990853
Total Pages : 268 pages
Book Rating : 4.3/5 (199 download)

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Book Synopsis The Family Office by : Boris Canessa

Download or read book The Family Office written by Boris Canessa and published by Springer. This book was released on 2019-01-24 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

The Complete Family Office Handbook

Author : Kirby Rosplock
Publisher : John Wiley & Sons
ISBN 13 : 1119694000
Total Pages : 487 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis The Complete Family Office Handbook by : Kirby Rosplock

Download or read book The Complete Family Office Handbook written by Kirby Rosplock and published by John Wiley & Sons. This book was released on 2020-11-24 with total page 487 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

Goals-Based Wealth Management

Author : Jean L. P. Brunel
Publisher : John Wiley & Sons
ISBN 13 : 1118995953
Total Pages : 274 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis Goals-Based Wealth Management by : Jean L. P. Brunel

Download or read book Goals-Based Wealth Management written by Jean L. P. Brunel and published by John Wiley & Sons. This book was released on 2015-02-20 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.

Family Office Navigator

Author : Peter Vogel
Publisher : IMD Business School
ISBN 13 : 2940485747
Total Pages : 244 pages
Book Rating : 4.9/5 (44 download)

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Book Synopsis Family Office Navigator by : Peter Vogel

Download or read book Family Office Navigator written by Peter Vogel and published by IMD Business School. This book was released on 2023-12-01 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: In today’s complex world, family offices play a pivotal role in safeguarding a family’s heritage and unity while preserving and growing generational wealth. As the world around us evolves, so too must family offices adapt to meet the changing needs of their families. The Family Office Navigator is your essential guide for establishing and managing a family office, equipping you with practical frameworks and actionable insights for every step of your journey.

Family Business Management

Author : Rodrigo Basco
Publisher : Taylor & Francis
ISBN 13 : 1000959090
Total Pages : 304 pages
Book Rating : 4.0/5 (9 download)

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Book Synopsis Family Business Management by : Rodrigo Basco

Download or read book Family Business Management written by Rodrigo Basco and published by Taylor & Francis. This book was released on 2023-10-02 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Family Business Management provides an accessible overview of the core aspects of family business, with an international, practice-based perspective. Structured in four parts, the book covers key topics such as family firm goals, conflict management, human resources, strategy, financial management, family and business governance, and succession planning. A wide variety of cases and examples are used throughout the book to highlight cultural and institutional differences between family businesses in contrasting contexts. Each chapter offers a detailed case study and boxed examples, illustrating real-life family business situations and stimulating students’ critical thinking and decision-making. Readers are further supported by learning objectives, discussion questions, and further reading suggestions. Digital supplements for instructors include lecture slides, a test bank, and additional case studies. This textbook is an ideal companion for family business courses, catering to both undergraduate and postgraduate students. It offers valuable insights and practical guidance for business families, as well as professionals working in family businesses.

Family Firms and Family Constitution

Author : Holger Fleischer
Publisher : Emerald Group Publishing
ISBN 13 : 1837972028
Total Pages : 203 pages
Book Rating : 4.8/5 (379 download)

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Book Synopsis Family Firms and Family Constitution by : Holger Fleischer

Download or read book Family Firms and Family Constitution written by Holger Fleischer and published by Emerald Group Publishing. This book was released on 2023-12-14 with total page 203 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ebook edition of this title is Open Access and freely available to read online. Family Firms and Family Constitution delves deeply into topics as diverse as ownership, succession, governance, justice and more, all from a managerial and legal perspective from around the world.

Building a Sustainable Family Office

Author : Scott Saslow
Publisher : Greenleaf Book Group
ISBN 13 : 1632998513
Total Pages : 170 pages
Book Rating : 4.6/5 (329 download)

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Book Synopsis Building a Sustainable Family Office by : Scott Saslow

Download or read book Building a Sustainable Family Office written by Scott Saslow and published by Greenleaf Book Group. This book was released on 2024-07-09 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: Create and maintain a high performance family office and build a legacy Family offices are business entities built to primarily support a family’s wealth. Several trillions of dollars of wealth are concentrated in a small number of these offices globally. Yet often, family offices are not successfully passed on from one generation to another, creating disruption for family members, the ecosystem of providers, and broader society. Scott Saslow is a family office principal who has experienced the building—and rebuilding—of his family office many times. Unlike many family office books written by non-family advisors, this book is written by an insider who knows what worked and what didn’t. Along with the expertise of dozens of family office principals and top service professionals, Saslow shows how to • identify a unique and compelling purpose for the family office, which engages the next generation; • manage some of the interpersonal challenges inherent when working with family members; • create high performance family offices that make a difference for family and the broader society. Written for both the new and experienced family office principal, Building a Sustainable Family Office will inform and inspire with an “insider’s view” of the opportunities and challenges of building a family office that lasts.

Banking for Family Business

Author : Stefano Caselli
Publisher : Springer Science & Business Media
ISBN 13 : 9783540227984
Total Pages : 256 pages
Book Rating : 4.2/5 (279 download)

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Book Synopsis Banking for Family Business by : Stefano Caselli

Download or read book Banking for Family Business written by Stefano Caselli and published by Springer Science & Business Media. This book was released on 2005-01-19 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Academics and professionals from corporate banking and private banking present a detailed look at what banking means for family business. The text covers a wide spectrum of topics, including the ways family bankers really work, the relations between private banking and corporate banking, and the trends of the market in Europe and USA. The book is based on a strong link between a rigorous methodological approach and the real world best practices of wealth management.

De Gruyter Handbook of Business Families

Author : Michael Carney
Publisher : Walter de Gruyter GmbH & Co KG
ISBN 13 : 3110728052
Total Pages : 422 pages
Book Rating : 4.1/5 (17 download)

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Book Synopsis De Gruyter Handbook of Business Families by : Michael Carney

Download or read book De Gruyter Handbook of Business Families written by Michael Carney and published by Walter de Gruyter GmbH & Co KG. This book was released on 2023-01-30 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt: The management field increasingly recognizes that most firms in the world are family firms and that these entities operate differently from the non-family firms on which most of our current management theories are based. The De Gruyter Handbook of Business Families brings together work from leading academics who explore emerging research themes relevant to business families, particularly drawing in new insights from adjacent disciplines that can advance the family business field. The handbook challenges the traditional notion of the "single firm–single family" that has characterized most early research on family business. Recognizing that families may simultaneously own or control multiple businesses as well as substantial wealth beyond these firms in the form of financial and non-financial assets, this handbook focuses on business families rather than the narrower construct of family business. The contributions in this handbook explore the relatively neglected dynamics between individuals with family ties that shape the interaction between family and business; business families with multiple businesses; how business families adopt formal rules and processes around their joint activities; and the institutionalization of wealth and business families in society. The De Gruyter Handbook of Business Families fills a gap in the family business research literature and is an essential reference work for researchers and graduate-level students in the area of business families.

The Family Office Book

Author : Richard C. Wilson
Publisher : John Wiley & Sons
ISBN 13 : 1118233263
Total Pages : 342 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Family Office Book by : Richard C. Wilson

Download or read book The Family Office Book written by Richard C. Wilson and published by John Wiley & Sons. This book was released on 2012-07-17 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.

Family Business: Building a sustainable future

Author : AA.VV.
Publisher : Rubbettino Editore
ISBN 13 : 8849880782
Total Pages : 150 pages
Book Rating : 4.8/5 (498 download)

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Book Synopsis Family Business: Building a sustainable future by : AA.VV.

Download or read book Family Business: Building a sustainable future written by AA.VV. and published by Rubbettino Editore. This book was released on 2024-03-20T00:00:00+01:00 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: This work commemorates the twenty-fifth anniversary of the founding of the Italian Association of Family Enterprises (AIDAF). It does not adopt a retrospective perspective, nor is it a historical account. It is an essay about the future, taking the form of a dialogue between family businesses and the Italian academic community, combining scholarly rigor with pragmatism. It provides tangible points of reflection aimed at constructing and subsequently preserving the continuity and sustainability of the family-enterprise system. The dialogue is composed of twenty-five letters and their corresponding responses, organized into five sections: family, ownership, youth, business, and sustainability. The AIDAF-affiliated entrepreneurs pose inquiries on family business matters in the form of letters addressed to academics, who, in turn, provide concise essays in response. These exchanges encompass recurring issues such as generational succession, as well as more contemporary themes, such as sustainability and the management of large entrepreneurial families. The essay is not solely intended for AIDAF members; rather, it has been assembled to initiate a conversation with those who are involved with family businesses, including the new generations, entrepreneurs, managers, and professionals who collaborate with family enterprises, as well as students and enthusiasts of the subject. It is an invitation to those who harbor a curiosity about the world of family business. As in any dialogue, the hope here is to stimulate interest in continuing the exchange of perspectives, experiences, and knowledge, going beyond the pages of this book, and recognizing that the vitality and excellence of the fabric of family enterprises are fundamental for the development of a national system.

Trusts and Private Wealth Management

Author : Richard Nolan
Publisher : Cambridge University Press
ISBN 13 : 1316518027
Total Pages : 343 pages
Book Rating : 4.3/5 (165 download)

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Book Synopsis Trusts and Private Wealth Management by : Richard Nolan

Download or read book Trusts and Private Wealth Management written by Richard Nolan and published by Cambridge University Press. This book was released on 2023-01-31 with total page 343 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book illuminates the world of trust law, tackling contemporary issues such as the rise of Asian wealth and cryptoassets.

The DiNuzzo “Middle-Market Family Office” Breakthrough

Author : P. J. DiNuzzo
Publisher : Morgan James Publishing
ISBN 13 : 1631958356
Total Pages : 276 pages
Book Rating : 4.6/5 (319 download)

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Book Synopsis The DiNuzzo “Middle-Market Family Office” Breakthrough by : P. J. DiNuzzo

Download or read book The DiNuzzo “Middle-Market Family Office” Breakthrough written by P. J. DiNuzzo and published by Morgan James Publishing. This book was released on 2022-04-26 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world’s wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. DiNuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy.

Business Knowledge for IT in Private Wealth Management

Author : Essvale Corporation Limited
Publisher : Essvale Corporation Limited
ISBN 13 : 0955412498
Total Pages : 285 pages
Book Rating : 4.9/5 (554 download)

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Book Synopsis Business Knowledge for IT in Private Wealth Management by : Essvale Corporation Limited

Download or read book Business Knowledge for IT in Private Wealth Management written by Essvale Corporation Limited and published by Essvale Corporation Limited. This book was released on 2008 with total page 285 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed to bridge the gap in terms of business knowledge between IT and private wealth management /private banking .This book contains discussions on boutique PWMs and family offices; recent trends in the private management industry; portfolio constructi.

Portfolio Management in Practice, Volume 1

Author : CFA Institute
Publisher : John Wiley & Sons
ISBN 13 : 1119743710
Total Pages : 1328 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Portfolio Management in Practice, Volume 1 by : CFA Institute

Download or read book Portfolio Management in Practice, Volume 1 written by CFA Institute and published by John Wiley & Sons. This book was released on 2020-11-11 with total page 1328 pages. Available in PDF, EPUB and Kindle. Book excerpt: Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals. As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process. Inside, readers will find detailed coverage of: Forming capital market expectations Principles of the asset allocation process Determining investment strategies within each asset class Integrating considerations specific to high net worth individuals or institutions into chosen strategies And more To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems. Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.