Table of Contents

1. Why read this special report?

2. How to use this special report?

3. Should I have a family office?

3.1 Does it need to be a single family office?

3.2 The need for a family office

3.3 Size of assets/investments

4. What are some of the benefits from having a family office?

5. Purpose of creating a family office

6. What does the family need doing? Assessing needs and expectations

7. What will the family office look like?

Setting up a Family Office

8. What will the family office do?

8.1 Potential services to be provided

9. Where should your family office be located?

10. Getting the staffing right?

10.1 Recruitment

10.2 Remuneration

10.3 Retention

11. Funding the family office

12. Managing risks of the family

13. Getting the “infra-structure” right

14. Governance

15. Conclusion – the life cycle of a family office

16. Appendix

Reviews

This report is extremely apt and valuable in raising key questions to assist those considering setting up an SFO in particular, as well as those advising families in this connection. Moreover, it includes various useful additional resources and links that are helpfully set out at the end. In view of the trend in favour of the use of a family office in today’s economic circumstances in many parts of the world, there is no doubt that the accessible style enables the reader to grasp not only the challenges but also key solutions that are available.
*Linda Spedding*