The Family Office Book: Investing Capital for the Ultra-Affluent (Wiley Finance)

$32.61
by Richard C. Wilson

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Key strategies for running a family office for fund managers Understanding 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 The Family Office Book 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. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita - Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field - Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry. "Packed with information about what high-net worth individuals want, need and get from professional money managers. Richard pulls back the curtain on the almost mystical world of the super-wealthy for investors and for anyone getting into the family office business. - Pimm Fox, Bloomberg TV and radio anchor. Taking Stock with Pimm Fox The Family Office Book is great because it explains exactly how the family office industry works, how the ultra wealthy are investing their money, and how the fund manager selection process works. - Michael Skapoullis, Certified Hedge Fund Professional (CHP) designation alumni "Richard 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 of 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 of Threshold Group, Founder of Ashbridge Investment Management "Anyone that 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 This book contains well over $20,000 worth of advice in direct audio transcript form from top family office chief executive officers, chief investment officers, portfolio managers, and executives.  In addition to my investment of over 400 hours in writing this text we have surveyed over 40,000 members of the Family Offices Group association, and conducted over 40 hours of audio interviews to create this resource.  The global views in this book were formed by meetings with dozens of family offices in Moscow, Sao Paulo, Singapore, Tokyo, Monaco, and Liechtenstein.  Our goal is to make this a central resources for teams of family office professionals in all corners of the world.   I wrote this book for single and multi-family office professionals and ultra-high net worth individuals who want to further explore how family offices operate and deploy capital.  My current role involves providing the best-of-breed fund managers to family offices. Years ago, when I first started working with family offices, I wanted to learn more about this industry. Much to my surprise, I found there were very few books or web sites dedicated to the subject.   After several years of working with family offices, I started FamilyOfficesGroup.com, the first free-to-access educational web site on the family office industry. Since then, we have been posting new educational resources to the web site each week, and we have seen the association's membership grow from five initial members to its current level of 40,000-plus members from all over the world. Objective: The objective of this book is to provide you with a $1,000 multimedia training experience for just the small price of this book. In my attempt to create this value, I provide you with insights on the operations, capital deployment best practices, investment processes, portfolio allocations, investment committees, and fund manager selection processes of family offices using instructional videos, audio MP3s, and other unique resources you simply won't find anywhere else. Is This Book Right for You? While this book was written primarily for family office professionals, ultra-high net worth individuals and f

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