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Customer Reviews

4.5 out of 5 stars
47
The Family Office Book: Investing Capital for the Ultra-Affluent
Format: Hardcover|Change
Price:$28.17+ Free shipping with Amazon Prime


on September 10, 2015
Very useful not only for confirming our own research and life experiences, but understanding client concerns and family concerns about money, how we all deal with the presence or absence of same, and how to perhaps develop our own ideas about how to advise clients, friends and family.
One person found this helpful
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on January 9, 2015
Great book on family office industry and those involved. Should be required reading for wealth management professionals and those personally expanding thier wealth.
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on May 16, 2016
It is a very informative book with respect to forming or joining a family office.
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on September 12, 2016
Great overall perspective on family offices. Added to my knowledge even after all my years in the business.
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on June 15, 2014
buy and read this book to reinforce your gut feeling that FO's and MFO's are wealth preservation/creation/education vehicles, ready to traverse through the landscape of financial services. While many references are made to a specific companies' website, they are not invasive...the authors aim is to further educate and assist. I very much enjoyed the ability to read the many 1 on1 interviews and will probably refer back for some further video and audio data mining. Enjoy!
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on July 25, 2014
Simple and easy to understand. Received the book within the expectation date.
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on July 11, 2014
This was an excellent read and offered very comprehensive insight on Family Office and the UHNW capital sector. Unlike most financially oriented books that tend to be mundane or too technical, The Family Office Book balanced fundamental anecdotal concepts with financial theories and historical narratives relating to the FO industry. It helps investment and asset managers understand the considerations of a UNHW family and also provides an excellent overview for the ultra-affluent when trying to understand the issues they need to be aware of when considering to form a family office.
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on December 10, 2013
Fantastic book...truly fantastic.

The Family Office industry operates out of the spotlight quite like the Hedge Fund, Banking, and overall investment industry.

Do not even attempt to try to work in the Family Office industry, start a FO, or anything without investing the time in YOURSELF to read this book... STRONGLY recommended....
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Richard Wilson is right on target with his analysis of the current state of the family office market and the growth opportunities for those organizations that support the industry. As family offices shift further into the direct investing model, Richard pinpoints the challenges that family offices will meet. This is a "must read".
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on June 6, 2016
Richard Wilson is the true definition of "genius:" He makes the complicated simple.
Any discussion about wealth can become a "third rail" subject. He illustrates how to speak with those in need of wealth management and guidance.
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