Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families an

Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the

Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historicall

This new handbook, prepared in association with the Society of Trust and Estate Practitioners, steers readers through the family office model from its inception

The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and p