The Family Office Book

Richard C. Wilson 지음

Wiley 2012년 07월 17일 출간

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Key strategies for running a family office for fund managersUnderstanding 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 capitaOutlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this fieldFeatures interviews with the most famous and sought after family offices to give real-life examples of successful family offices in actionA 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.

목차

Introduction xiPART ONE Family Office Fundamentals 1CHAPTER 1 The Family Office Industry 3What Is a Family Office? 3The Family Office Universe 5The History of Family Offices 6State of the Family Office Industry 9Who Uses a Single or Multi-Family Office? 10Why Family Offices? 12More Money, More Problems 13Family Office Industry Conferences 13Conclusion 14CHAPTER 2 Family Office Services 15Ultra-Affluent Clients Have Different Needs 15Family Office Services 17Additional Benefits and Life Management Services as a Competitive Advantage 17Single versus Multi-Family Office Services 19Differences in Global Family Office Service Offerings 20Conclusion 21CHAPTER 3 Family Office Operations 23Outsourced Model 23Family Office Team Members 25Family Office Investment Committees 27Board of Advisors 27Family Office Governance 27Individual Family Governance 28From CPA to Family Office CEO 29Family Office Service Providers 31Developing a Well-Oiled Family Office Machine 32Implementing Processes, Procedures, and Systems in Your Family Office 32Conclusion 32CHAPTER 4 The Ultra-Affluent&'s Guide to Selecting a Family Office 33Starting a Single Family Office versus Joining a Multi-Family Office 33Objective Family Office Selection Advice 34What Do You Want? 34Character Judgments 35Seven Critical Family Office Questions to Ask 36Family Office Veteran Quotes on How to Select a Family Office 37Family Office One-Pager Evaluation Form 42Conclusion 42CHAPTER 5 Family Office Marketing 45Your Client Avatar 46Crystal Clear Edge 47Brian Tracy Interview Excerpt on Capital Raising 48Capital Raising Trifecta 49Capital Raising Funnel 50S

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저자(글) Richard C. Wilson

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RICHARD C. WILSON works with single and multi#45;family offices and the ultra#45;wealthy on a daily basis. Richard#39;s team at the G.T.C. Institute, LLC operates the 40,000 member Family Offices Group association, a newsletter called Family Office Monthly, and the Qualified Family Office Professional (QFOP) training program. Richard also has a team that is laser#45;focused on connecting family offices to best#45;of#45;breed fund managers. Richard is a global speaker on family offices having spoken at and chaired more than 50 industry conferences and summits in Zurich, Monaco, Singapore, Moscow, New York, Liechtenstein, Sao Paulo, Tokyo, and the Cayman Islands.