The Family Office

Boris Canessa was instrumental in founding a single family office for his extended family and now serves as chairman of its advisory board. He is also an executive board member at the German Association of Independent Family Offices.Prof.  Jens Escher LL.M. is a lawyer and tax advisor for Taylor Wessing in Düsseldorf, Germany, focused on consulting for corporations, high net worth private clients and their family offices in the areas of succession/asset structuring/foundations. He is also an honorary professor at the University of Leipzig and a lecturer at the University of Munster.Dr. Alexander Koeberle-Schmid is a succession coach and a commercial mediator who has been advising families in Europe, Asia and the Middle East for many years in issues related to family business and family office governance, succession planning, boards of directors and family constitutions. He is a popular speaker on these topics and author of the book "Governance in Family Enterprises." Dr. Koeberle-Schmid is also co-founder of KOEBERLE-SCHMID & UNGER Family Business Advisors.Peter Preller, LL.M. has served since October 2011 as the senior client consultant at HQ Trust GmbH in Bad Homburg, the multi family office for the Harald Quandt family, offering comprehensive consulting for complex client assets. He is also an instructor in the Master's degree program in “Corporate Succession, Inheritance and Assets” at the University of Munster. Christoph Weber is managing partner and co-founder of the WSH Family Office, Düsseldorf. He has published numerous articles in journals on family offices and serves as the chairman of the board of the German Association of Independent Family Offices.

1. What is a family office?.- 2. How is a family office structured?.- Interview with Simon Foster.- 3. What are the fundamental success factors for a family office?.- Interview with Klaus Kuder.- 4. Structures for Managing Wealth.- Interview with Christoph Zapp.- 5. Reliable Handling of Legal and Tax Issues.- 6. Succession Planning.- Interview with Christian-Titus Klaiber.- 7. Organizing the Family: Family Governance.-  Interview with Larry Donckers.- 8. Effective Structuring of Philanthropic Engagement.- Interview with Nour Abou Adal & Maissa Abou Adal.- 9. Concierge Services by the Family Office.- 10. Organizational Framework for the Family Office.- Interview with James Fleming.- 11. Client Structure and Communication.- 12. Committees, Guidelines and Professional Management Systems.- Interview with Tom McCullough.- 13. Leadership Structures in the Family Office.- Interview withLeslie Voth.- 14. Strengths, Weaknesses, Opportunities, Threats: Avoiding Traps, Preparing for the Future.