The Complete Family Office Handbook : A Guide for Affluent Families and the Advisors Who Serve Them

Cover -- Title Page -- Copyright Page -- Dedication -- Contents -- Foreword -- Preface -- Acknowledgments -- Chapter 1 Introduction to the Family Office -- A Macro View of Global Wealth -- Billionaire Update -- How Much Do I Really Need to Fund a Family Office? -- Purpose and Definition of the Family Office -- Historical Background of the Family Office -- Family Office from the Industrial Age to Current -- Key Roles of the Family Office -- The Executor and Trusted Advisor -- The Guardian and Watchman -- The Librarian and Guru -- Family Office Orientation to Family, Strategy, and Operations -- Conclusion and Final Thoughts -- Notes -- Chapter 2 Family Office Evolution: Inceptions and Archetypes -- Inception of a Family Office -- Scale: How Much Is Enough? -- Impact of the Family Business on the Family Office -- Attractions and Challenges with Embedded Family Offices -- Separating the Family Office from the Family Business -- Sudden Wealth -- The Investment-Focused Family Office -- Family Offices Through the Back Door -- Family Business Exit and Liquidity Event -- Family Office Archetypes -- The Founder's Family Office -- The Virtual, Administrative, and Compliance Family Office -- The Philanthropic Family Office -- The Direct Investment and Investment Offices -- The Family Business-Focused Family Office -- The Multigenerational-Focused Family Office -- Mathile Case Study -- Background: Inception -- Evolution of the Family Office: Strategic Planning Cycles -- A Multigenerational Perspective -- Alignment, Urgency, and Action -- Discovery and Steps -- Involving Outside Experts -- Conclusion and Final Thoughts -- Notes -- Chapter 3 Comparing Family Office Solutions: Multi- and Single-Family Offices -- Trends in the Family Office Landscape -- Determining Family Wealth Management Needs -- Why the Single-Family Office Solution?.