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The Family Office
A Comprehensive Guide for Advisers, Practitioners, and Students
Buch von Edward V. Marshall (u. a.)
Sprache: Englisch

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Beschreibung
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.
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.
Über den Autor
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.
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
Details
Erscheinungsjahr: 2021
Fachbereich: Betriebswirtschaft
Genre: Wirtschaft
Rubrik: Recht & Wirtschaft
Medium: Buch
Seiten: 368
Inhalt: Gebunden
ISBN-13: 9780231200622
ISBN-10: 0231200625
Sprache: Englisch
Einband: Gebunden
Autor: Marshall, Edward V.
Woodson, William I.
Hersteller: Columbia University Press
Maße: 233 x 156 x 32 mm
Von/Mit: Edward V. Marshall (u. a.)
Erscheinungsdatum: 10.08.2021
Gewicht: 0,718 kg
preigu-id: 120324902
Über den Autor
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.
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
Details
Erscheinungsjahr: 2021
Fachbereich: Betriebswirtschaft
Genre: Wirtschaft
Rubrik: Recht & Wirtschaft
Medium: Buch
Seiten: 368
Inhalt: Gebunden
ISBN-13: 9780231200622
ISBN-10: 0231200625
Sprache: Englisch
Einband: Gebunden
Autor: Marshall, Edward V.
Woodson, William I.
Hersteller: Columbia University Press
Maße: 233 x 156 x 32 mm
Von/Mit: Edward V. Marshall (u. a.)
Erscheinungsdatum: 10.08.2021
Gewicht: 0,718 kg
preigu-id: 120324902
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