Essential Reads on Family Offices (EPUB) von Amelia Renkert-Thomas

Contributions have been carefully curated from the prestigious archive of The International Family Offices Journal, co-published with STEP, and the Special Report, Family Business and Responsible Wealth Ownership.

Foreword 3Family office profiles 5Family office profile: Rodolfo Paiz, CEO of the PT Family Office (Miami and Guatemala) 7Interview by Suzy PeterfriendFamily office profile: Northwood Family Office 10Interview with Tom McCullough by Barbara R HauserAn interview with Sue Nickason of Dart Family Office 15Governance, entrepreneurship, resilience and reinvention on the five-generation journey of a family enterprise 17Dennis T Jaffe, Maya Prabhu and Carolina CintraFamily office profile: VALUEworks AG, Zurich/Switzerland 26Interview with Kecia Barkawi, CEO and founder of VALUEworks AG by Barbara R HauserFamily business, family office and next gen 30Fabrizio Arengi BentivoglioSingle-family offices in the 21st century – remaining fit for purpose 33Iraj Ispahani and Carl SjöströmGovernance 41Case study – design and set up of a family investment office 42Guillermo BarandallaFamily mission vision and values statements: the essential foundation of an effective family governance system or just another form that cannot function? 45Christian StewartThe three family constitution archetypes and a wise alternative 53Christian StewartFamily constitutions, the rule of law and happiness 60Barbara R HauserStress tests – building resilience in the face of a crisis 68David WerdigerThe benefits of applying the rule of law in family governance 74Barbara R HauserThe great man fallacy and family governance 79Franklin J ParkerNextGen 85Family office succession planning 86Susan R SchoenfeldThe right time to involve the next generation 94Antoaneta ProctorParental expectations: effective guidelines or messy messages? 99Raimund KampNot the founder’s family office: evolving to meet the needs of rising generations 106Amelia Renkert-ThomasLet’s do it the SMART way: a practical guide for the raising of affluent children 115Philippe J WeilThe importance of financial education for securing wealth transfer across generations 122Peter BrockI’m successful, but can’t talk to my children about money! Help! 128Maya PrabhuThe hows and whys of enterprising families reinterpreting timeless tales for their NextGen 133Asher NoorGenerational resilience through the integration of governance into structure 140Carly E Doshi, William J Kambas and Michael S SchwartzReframing succession in a disruptive era – a business family perspective 148Roger King and Jeremy ChengFive things wealthy families can learn from Lee Man Tat 154Russell CohenThe next generation of strategic cultural philanthropy – impact, social justice and the opportunities for nextgen donors in the arts 156Melissa Cowley WolfEffective mentoring for the next generation 165Jessica McGawleyWomen: wealth and self-reliance 185Philip Marcovici and Caroline UnderwoodSafeguarding the family’s digital narrative: how to navigate the challenges of the social media revolution 209Charlie BainAbout Globe Law and Business 225