How to start a family office : blueprints for setting up single family office
Author
Wilson, Richard C.
Additional Author(s)
-
Publisher
Middletown: Single Family Office.com, 2016
Language
English
ISBN
9781530559527
Series
Subject(s)
FAMILY CORPORATIONS
FAMILY CORPORATIONS--MANAGEMENT
FAMILY-OWNED BUSINESS ENTERPRISES
FINANCIAL PLANNERS
WEALTH MANAGEMENT
INVESTMENT ADVISORS
Notes
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Abstract
How to Start a Family Office is multimedia handbook for those looking for proven models, blueprints, video tutorials, and case studies on how others have setup holistic single family offices to manage their wealth. Richard C. Wilson runs two single family offices and has helped setup several single family offices, and helped formalize and develop existing organizations. This book is based on that work, and provides a path for others to follow, questions for others to consider, and templates to use while moving through the processing of setting up a new single family office. The intent of this book was to provide as much value as possible within under 100 pages so while the media content is several hours in length and included for free, the book itself could be read on a single commuter flight and passed around between family members as a reference guide.
