The Family Office Book: Investing Capital for the Ultra-Affluent

The family office industry can seem secretive and confusing, even for those on the inside. The Family Office Book remedies this, giving you an in-depth look at the companies that manage the wealth of the ultra-affluent. Exploring why these companies exist, how they operate, and how they manage capital, this book is essential reading for family office professionals, as well as the high-net-worth individuals and fund managers who employ them.

Containing interviews and firsthand accounts from some of the most successful industry veterans, the book explores the ways in which top family offices have found success, including their cash management techniques, portfolio allocations, and much more. Packed with invaluable insights of interest to both new and established family office practitioners, the book walks you through the most important issues involved in building and maintaining a successful office from how to effectively market your business to potential clients to what the future holds for the family office industry.

In addition, it also contains essential information for ultra-affluent individuals and fund managers. Filled with the knowledge investors need to better understand the nature of the companies they are entrusting their money to, the book provides dedicated coverage of how to select a family office that fits your own distinct needs.

More than just a helpful book, The Family Office Book is a full multimedia package, providing readers with exclusive access to downloadable interviews, instructional videos, and family office conference presentations for a truly immersive experience. Comprehensive and accessible, it contains everything anyone working for or with a family office needs to know about this industry.

About the Author

Richard C. Wilson works with single and multi-family offices and the ultra-wealthy on a daily basis. Richard's team at the G.T.C. Institute, LLC operates the 40,000 member Family Offices Group association, a newsletter called Family Office Monthly, and the Qualified Family Office Professional (QFOP) training program. Richard also has a team that is laser-focused on connecting family offices to best-of-breed fund managers. Richard is a global speaker on family offices having spoken at and chaired more than 50 industry conferences and summits in Zurich, Monaco, Singapore, Moscow, New York, Liechtenstein, Sao Paulo, Tokyo, and the Cayman Islands.

Dimensions: 15.24 x 2.41 x 22.86 cm