The family office industry can seem secretive and confusing, even for those on the inside. "The Family Office Book" remedies this, giving you an in-depth look at the companies that manage the wealth of the ultra-affluent. Exploring why these companies exist, how they operate, and how they manage capital, this book is essential reading for family office professionals, as well as the high-net-worth individuals and fund managers who employ them.
Containing interviews and firsthand accounts from some of the most successful industry veterans, the book explores the ways in which top family offices have found success, including their cash management techniques, portfolio allocations, and much more. Packed with invaluable insights of interest to both new and established family office practitioners, the book walks you through the most important issues involved in building and maintaining a successful office--from how to effectively market your business to potential clients to what the future holds for the family office industry.
In addition, it also contains essential information for ultra-affluent individuals and fund managers. Filled with the knowledge investors need to better understand the nature of the companies they are entrusting their money to, the book provides dedicated coverage of how to select a family office that fits your own distinct needs.
More than just a helpful book, "The Family Office Book" is a full multimedia package, providing readers with exclusive access to downloadable interviews, instructional videos, and family office conference presentations for a truly immersive experience. Comprehensive and accessible, it contains everything anyone working for or with a family office needs to know about this industry.
Praise for "The Family Office Book"
"Packed with information about what high-net-worth individuals want, need, and get from professional money managers. Richard Wilson pulls back the curtain on the almost mystical world of the super-wealthy. For investors who want to learn what the rich expect from the stewards of their money--and for anyone interested in getting into the family office business. Expert interviews serve up details about what makes the family office an important element of the global investment community--and what the future family office will look like." --Pimm Fox, Bloomberg TV and radio anchor, "Taking Stock with Pimm Fox"
"Richard Wilson works with family offices and ultra-wealthy clients on a day-to-day basis. "The Family Office Book" provides a unique perspective into exactly how those with $20M, $100M, or $1B are using family office wealth management vehicles to manage their capital." --Russ Alan Prince, President, Prince & Associates, Inc.
""The Family Office Book" is unique as the most comprehensive study of the family office world. It provides important perspective to families, family office management, and clients of family offices. A must-read." --Charles B. Grace Jr., Director, Threshold Group; founder, Ashbridge Investment Management; and grandson of the former president of Bethlehem Steel Company
"Anyone who wants to be in the family office space needs to read this book. It has countless bits of valuable advice. It will be required reading for everyone that joins my family office team." --Noah B. Rosenfarb, CPA, ABV, PFS, Managing Director, Freedom Wealth Advisors
""The Family Office Book" is one of the few books covering the subject matter with a global scope. The real-life interviews with leading family offices from all over the world are amazing and a terrific testament to the superb network Richard has within this taciturn industry. The book is a treasure chest of insight and a one-of-a-kind resource for anybody who is regularly working together with family offices or high-net-worth individuals in general anywhere in the world." --Michael Hartmann, Esq., LLM, private banking lawyer