{"product_id":"the-family-office-book-9781118185360","title":"The Family Office Book","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eKey strategies for running a family office for fund managers\u003c\/b\u003e  \u003cp\u003eUnderstanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That''s where \u003ci\u003eThe Family Office Book\u003c\/i\u003e comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices.\u003c\/p\u003e \u003cp\u003eProviding readers with need-to-know tips and tools to succeed, \u003ci\u003eThe Family Office Book\u003c\/i\u003e gives current and future practitioners everything they need to know about this popular segment of the financial industry.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eIncludes investment criteria, presented as a roadmap showing how several family offices are allocating capita\u003c\/li\u003e \u003cli\u003eOutlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this fiel\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eIntroduction xi\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart One Family Office Fundamentals 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 The Family Office Industry 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat Is a Family Office? 3\u003c\/p\u003e \u003cp\u003eThe Family Office Universe 5\u003c\/p\u003e \u003cp\u003eThe History of Family Offices 6\u003c\/p\u003e \u003cp\u003eState of the Family Office Industry 9\u003c\/p\u003e \u003cp\u003eWho Uses a Single or Multi-Family Office? 10\u003c\/p\u003e \u003cp\u003eWhy Family Offices? 12\u003c\/p\u003e \u003cp\u003eMore Money, More Problems 13\u003c\/p\u003e \u003cp\u003eFamily Office Industry Conferences 13\u003c\/p\u003e \u003cp\u003eConclusion 14\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 Family Office Services 15\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eUltra-Affluent Clients Have Different Needs 15\u003c\/p\u003e \u003cp\u003eFamily Office Services 17\u003c\/p\u003e \u003cp\u003eAdditional Benefits and Life Management Services as a Competitive Advantage 17\u003c\/p\u003e \u003cp\u003eSingle versus Multi-Family Office Services 19\u003c\/p\u003e \u003cp\u003eDifferences in Global Family Office Service Offerings 20\u003c\/p\u003e \u003cp\u003eConclusion 21\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 Family Office Operations 23\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOutsourced Model 23\u003c\/p\u003e \u003cp\u003eFamily Office Team Members 25\u003c\/p\u003e \u003cp\u003eFamily Office Investment Committees 27\u003c\/p\u003e \u003cp\u003eBoard of Advisors 27\u003c\/p\u003e \u003cp\u003eFamily Office Governance 27\u003c\/p\u003e \u003cp\u003eIndividual Family Governance 28\u003c\/p\u003e \u003cp\u003eFrom CPA to Family Office CEO 29\u003c\/p\u003e \u003cp\u003eFamily Office Service Providers 31\u003c\/p\u003e \u003cp\u003eDeveloping a Well-Oiled Family Office Machine 32\u003c\/p\u003e \u003cp\u003eImplementing Processes, Procedures, and Systems in Your Family Office 32\u003c\/p\u003e \u003cp\u003eConclusion 32\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 The Ultra-Affluent’s Guide to Selecting a Family Office 33\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eStarting a Single Family Office versus Joining a Multi-Family Office 33\u003c\/p\u003e \u003cp\u003eObjective Family Office Selection Advice 34\u003c\/p\u003e \u003cp\u003eWhat Do You Want? 34\u003c\/p\u003e \u003cp\u003eCharacter Judgments 35\u003c\/p\u003e \u003cp\u003eSeven Critical Family Office Questions to Ask 36\u003c\/p\u003e \u003cp\u003eFamily Office Veteran Quotes on How to Select a Family Office 37\u003c\/p\u003e \u003cp\u003eFamily Office One-Pager Evaluation Form 42\u003c\/p\u003e \u003cp\u003eConclusion 42\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Family Office Marketing 45\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eYour Client Avatar 46\u003c\/p\u003e \u003cp\u003eCrystal Clear Edge 47\u003c\/p\u003e \u003cp\u003eBrian Tracy Interview Excerpt on Capital Raising 48\u003c\/p\u003e \u003cp\u003eCapital Raising Trifecta 49\u003c\/p\u003e \u003cp\u003eCapital Raising Funnel 50\u003c\/p\u003e \u003cp\u003eStorytelling 54\u003c\/p\u003e \u003cp\u003ePersuasive Writing (Copywriting) 58\u003c\/p\u003e \u003cp\u003eBrian Hughes Interview on Family Office Business Development 60\u003c\/p\u003e \u003cp\u003eConclusion 68\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Two Family Office Veteran Interviews 71\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 Single Family Office Interviews 73\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Michael Connor of Consolidated Investment Group 74\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Elizabeth Hammack of cm Capital Corporation 88\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Frank Casey 101\u003c\/p\u003e \u003cp\u003eFamily Office Interview with John Grzymala 116\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Matthew Andrade, Director of Investment Analysis at Kinnear Financial 122\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Angelo Robles, President of the Family Office Association 131\u003c\/p\u003e \u003cp\u003eConclusion 146\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Multi-Family Offices Interview Transcripts 147\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Charles Grace of Threshold Group 147\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Lukas Doerig of Marcuard Family Office 159\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Jeff Colin, Founder of Baker Street Advisors 171\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Thomas Melcher of Hawthorn Multi-Family Office 187\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Greg Kushner, Founder of Lido Advisors 200\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Bob Benson, Chief Investment Officer of Laird Norton Tyee 217\u003c\/p\u003e \u003cp\u003eConclusion 229\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Three Family Office Mechanics 231\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 Family Office Investments 233\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTraditional Investments 234\u003c\/p\u003e \u003cp\u003eAlternative Investments 234\u003c\/p\u003e \u003cp\u003eVenture Capital and Angel Investor Investments 235\u003c\/p\u003e \u003cp\u003eInfrastructure Investments 236\u003c\/p\u003e \u003cp\u003eHard Asset Investments 236\u003c\/p\u003e \u003cp\u003eFamily Office Investment Process 237\u003c\/p\u003e \u003cp\u003eThree Family Office Portfolio Construction Models 239\u003c\/p\u003e \u003cp\u003eThe Operating Business Sandbox Model 239\u003c\/p\u003e \u003cp\u003eThe Diversified Institutional Model 241\u003c\/p\u003e \u003cp\u003eThe Hybrid Model 241\u003c\/p\u003e \u003cp\u003eFamily Office Investment Committees 242\u003c\/p\u003e \u003cp\u003eInvestment Committee Examples 243\u003c\/p\u003e \u003cp\u003eStrategic versus Tactical Asset Allocation 247\u003c\/p\u003e \u003cp\u003eInstitutional Consulting Firms and Family Office Investing 250\u003c\/p\u003e \u003cp\u003eFamily Office Interview with David Thomas, CEO of Equitas Capital Advisors, LLC 251\u003c\/p\u003e \u003cp\u003eConclusion 262\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Fund Manager Selection and Deal Flow 263\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Six-Step Fund Manager Selection Process 264\u003c\/p\u003e \u003cp\u003eManaged Account Trends 266\u003c\/p\u003e \u003cp\u003eFund Manager Preferences 267\u003c\/p\u003e \u003cp\u003eGlobal Fund Manager Due Diligence 267\u003c\/p\u003e \u003cp\u003eFamily Office Partnerships with Fund Managers 271\u003c\/p\u003e \u003cp\u003eManaging Deal Flow Overload 272\u003c\/p\u003e \u003cp\u003eObjective Character Analysis 273\u003c\/p\u003e \u003cp\u003eThe 6 Cs of Character Analysis 274\u003c\/p\u003e \u003cp\u003eFamily Office Interview with Evan Cooperman of Artemis Wealth Advisors 278\u003c\/p\u003e \u003cp\u003eConclusion 290\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10 The Future of the Family Office Industry 291\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThere Is No Family Office Industry 291\u003c\/p\u003e \u003cp\u003eShifting Investment Criteria 295\u003c\/p\u003e \u003cp\u003eFamily Office Job Growth 295\u003c\/p\u003e \u003cp\u003eFamily Office Training 295\u003c\/p\u003e \u003cp\u003eNew Global Hot Spots 296\u003c\/p\u003e \u003cp\u003eFour Global Drivers of Family Office Industry Growth 297\u003c\/p\u003e \u003cp\u003eConclusion 299\u003c\/p\u003e \u003cp\u003eConclusion 301\u003c\/p\u003e \u003cp\u003eAppendix: Family Office Newsletter 303\u003c\/p\u003e \u003cp\u003eAbout the Author 305\u003c\/p\u003e \u003cp\u003eQualified Family Office Training 309\u003c\/p\u003e \u003cp\u003eIndex 311\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":48866367045975,"sku":"9781118185360","price":31.2,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781118185360.jpg?v=1722278308","url":"https:\/\/bookcurl.com\/products\/the-family-office-book-9781118185360","provider":"Book Curl","version":"1.0","type":"link"}