Erhältlich:
Nicht auf Lager
Buch (Softcover): Ratgeber
The Family Office Professional
A Practical Career and Implementation Guide to How Single-Family and Multi-Family Offices Invest, Operate, and Preserve Wealth Across Generations
Verlag:
Independently Published Unsere-Artikel-Nr.: P36811695
EAN: 9798190013245
Erhältlich:
Nicht auf Lager
Zustellung: Do, 08.10.2026
Versand: Kostenlos
CHF 31.50
Beschreibung
When a family's wealth grows large enough, it builds an organization to manage it: the family office. Serving one family exclusively and comprehensively, it invests across every asset class, structures and protects the wealth, and stewards the family's legacy across generations - one of the least understood institutions in finance, and one of the fastest-growing places to build a career. This is the practical guide to that world, built from the ground up for anyone moving into it, working in one, or part of a family building its own. Inside, you'll learn: What a family office is, why families build them, and single-family versus multi-family models. The roles inside an office and how careers in this world are built. How family offices invest: allocation, manager selection, direct deals, and illiquid portfolios. Wealth structuring, estate planning, and coordinating tax and legal experts. Governance, risk, and preserving wealth across generations. Reporting, philanthropy, and preparing the next generation. The human side - family dynamics, discretion, and trust - and how to enter and succeed in this world. It teaches durable architecture and reasoning, not perishable rules. This book is for education only; it is not investment, financial, legal, or tax advice, and all investing carries risk.
Spezifikationen
Sprache
- Englisch
Autor
- Julian R. Sterling
Erscheinungsjahr
- 2026
Format
- Buch (Softcover)
Anzahl Seiten
- 90