Woodson / Marshall The Family Office

A Comprehensive Guide for Advisers, Practitioners, and Students
1. Auflage 2021
ISBN: 978-0-231-55371-1
Verlag: De Gruyter
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch

Reihe: Heilbrunn Center for Graham & Dodd Investing Series

This book provides an insider’s view for anyone looking to understand family offices as well as how to best serve and advise them. Veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively.

Autoren/Hrsg.

Woodson, William I.

Marshall, Edward V.

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Management Strategisches Management
• Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Anlagen & Wertpapiere

Inhaltsverzeichnis

Foreword
Acknowledgments
Disclaimer
Introduction
Section One: Formation
1. Types
2. Services
3. Leadership and Staffing
Section Two: Services
4. Finance
5. Lifestyle
6. Investments
7. Risk Management
8. Philanthropy
9. Next Generation
Section Three: Governance
10. Communications and Planning
11. Structures
12. Succession and Leadership Insights
Section Four: Industry Data and Resources
13. The Numbers
Conclusion
Appendix
Glossary
Notes
Index

Über Autor(innen)

William I. Woodson is a lecturer on wealth management at Columbia University School of Professional Studies and serves on the advisory board for the Stanford University Global Family Office Initiative. He is the former head of a family office and ran the family office practices for Citi Private Bank and Credit Suisse.

Edward V. Marshall is a family office expert, author, consultant, and speaker. He is the global head of the family office practice at Dentons, the world’s largest law firm. Marshall has held leading family office roles at Credit Suisse, Citibank, and Boston Private, and he is a guest lecturer on the family office at New York University’s Stern School of Business.