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Setting Up a Family Office


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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

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