The Complete Family Office Handbook

The Complete Family Office Handbook details how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions. Find out what aspects of the family office are right for you and your clients.

Dr. Kirby Rosplock is an expert on the family office concept and a recognized researcher, innovator, advisor on the subject. For nearly a decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, one of the most prominent multi-family offices in the U.S. She understands firsthand the opportunities and challenges of family wealth as a fourth generation family business owner, board member, and co-trustee of her family’s foundation.

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Kirby Rosplock dedicated a year of her life to writing this book and it shows. This is the must-have book for anyone dealing with high levels of wealth—it will support wealth holders as well as wealth advisors and service providers in creating the most efficient structure possible for handling and preserving a high net worth person or family’s financial and human assets. Rosplock and her collaborators clearly demonstrate their command of the subject and why they are globally known to be at the top of this industry.

STEFFI CLAIDEN
Founder/CEO,
Family Office Review/Family Office Capital Network