Business Families and Family Businesses (eBook)
319 Seiten
Globe Law and Business Ltd (Verlag)
978-1-78742-166-0 (ISBN)
The resilience of family businesses has been evident from their success over centuries and across continents. It remains common for practitioners to advise families whose principal source of wealth is or has been a successful family enterprise, and to provide guidance on the specific and complex relationships and issues that arise in this context. This new edition, edited by the Society of Trust and Estate Practitioners (STEP), features chapters by leading practitioners in the field, including the Family Firm Institute, Schroders, Boodle Hatfield and SandAire, Kleinwort Hambros, Dixon Wilson and Rathbones. The book considers what makes business families and family businesses unique, and examines the issues that advisers are often called upon to consider and address when assisting them. It helps practitioners to deepen their understanding of how families operate, and to develop the skills and knowledge necessary to advise on such complex areas as conflicts between working and non-working family members, ownership structure, succession, wealth management, governance and meeting a family's philanthropic objectives. The guide provides a comprehensive handbook for all practitioners who advise business families, including lawyers, accountants, financial advisers and wider family business advisers.
About STEP 5
Foreword 7
Simon Rylatt
Boodle Hatfield LLP
Setting the scene
Family businesses and business families 9
Ian Macdonald
Wright, Johnston & Mackenzie LLP
Advising the family business
Roles, relationships and responsibilities 21
Judy Green
Family Firm Institute Inc.
Jane Hilburt-Davis
Key Resources LLC
Understanding the business family 33
Christine Blondel
INSEAD Business School; FamilyGovernance
Building a family business advisory team 45
Edward Porter
Jonathan Riley
Michelmores LLP
Philanthropy and private charitable foundation readiness 55
Malcolm D Burrows
Scotia Wealth Management
Russell Prior
HSBC Private Banking (UK)
Stages of the family business
Establishing the family business 71
Toby Crooks
Neil Insull
Alex Temlett
Rawlinson & Hunter
Structuring the family business 87
Joanna Boatfield
Gregory Smye-Rumsby
Dixon Wilson
Preparing for transfer of ownership 101
Ivan Lansberg
Maria Dolores Moreno
Lansberg, Gersick & Associates LLC
Rewarding and incentivising non-family directors and employees 119
Paul McGrath
Withers LLP
Jason Ogelman
EJS Financial Planners Ltd
Succession, reconstruction and
reorganisation
Succession planning 131
Hayden Bailey
Geoffrey Todd
Boodle Hatfield LLP
Entrepreneurs within the family: encouraging entrepreneurship and innovation 149
Ian Dembinski
Tim West
Rathbones
The challenge of family wealth 161
Paul Kearney
Kleinwort Hambros
Governance and management 177
Ken McCracken
KPMG LLP
Extracting wealth from the family business 189
Richard Brass
Berenberg
Selling the family business 207
Peter Gray
Cavendish Corporate Finance LLP
Tools and techniques
Family business: dealing with conflict 225
Andrew Hildebrand
Hildebrand Mediation & In Place of Strife
Mark Lindley
Boodle Hatfield LLP
Estate planning
Managing succession, managing wealth 247
Joan Major
New Quadrant Partners Ltd
Alexander Scott
Sandaire Investment Office
Protecting ‘family wealth’ – the changing landscape 265
James MacBride
Landmark Advantage
Patricia A Robinson
Robinsons Law
Shayne E Stephens
Landmark Advantage
Tax and corporate governance for family companies 273
Nigel Barker
Tracy Gordon
Mark Kennedy
Deloitte
Sophisticated reputation management for families and their businesses 283
Julian Pike
Farrer & Co.
Social and ethical investing 295
Amy Clarke
Tribe Impact Capital LLP
About the authors 309
| Verlagsort | London |
|---|---|
| Sprache | englisch |
| Themenwelt | Recht / Steuern ► EU / Internationales Recht |
| Recht / Steuern ► Wirtschaftsrecht ► Gesellschaftsrecht | |
| Wirtschaft ► Betriebswirtschaft / Management ► Planung / Organisation | |
| Schlagworte | Company and commercial, Private client, Business families • Family Business • Family enterprise • Wealth Management |
| ISBN-10 | 1-78742-166-X / 178742166X |
| ISBN-13 | 978-1-78742-166-0 / 9781787421660 |
| Haben Sie eine Frage zum Produkt? |
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