Publication:
The Family Office Dynamic : Pathway to successful family and wealth management

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Date

2013

Authors

Frey, Urs

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Credit Suisse AG

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Abstract

White paper - Increasing numbers of family offices have been set up during the last decade, and this trend shows no sign of declining. Indeed, with continuing wealth concentration, the natural desire of families to pass on assets to the next generations and rising globalization, there is every reason to expect more family offices to be established. But what exactly does a family office do, and what are the most effective structures and processes?

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Family Office (FO), different types of family offices, setting up a family office

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