This comprehensive handbook makes essential reading for all practitioners who advise business families, including lawyers, accountants, financial advisers and wider family business advisers.

The Rising Role of Women in Family Offices and Family Businesses is a perceptive and timely Special Report that explores the growing role of women in leadership positions within family offices and family-owned businesses. It highlights the historical context, current trends and key factors driving this shift, providing valuable insights into how women are shaping the future of these organisations. 

The legal landscape governing ultra-high-net-worth (UHNW) and high-net-worth (HNW) families is evolving rapidly, especially as mobility and international relocation among non-domiciled individuals and British expatriates increases. For professional advisers and wealth-holding families, understanding the nuances of English family law – and how it compares to major wealth centres such as Singapore, Switzerland, the United Arab Emirates and the United States – is essential for effective planning and risk management.

This practical information source co-published with STEP features articles from leading professionals, who discuss a range of topics including: the various family office models and structures; governance issues; protection of assets; charity projects; consensus and communication within families and next gen issues.      

Developing Talent and Managing People in the Family Enterprise explores the unique people-related challenges that families and their advisers face, bringing together experts in the field, including family enterprise advisers, family office investment specialists, next generation advisers, lawyers, cybersecurity and technology experts and family members themselves. 

This Special Report aims to develop a shared mindset and better understanding across and between the generations, focusing in particular on matters from the perspective of the next generation. It covers key issues pertaining to the important and often complex transitions that all families face, as well as themes which are highly relevant for wealth and business owning families at a time where there is an increasing focus on responsible capitalism. 

Family Governance and Surplus Wealth: Sustaining Family Fortunes demystifies the topic of family governance and shows advisers and families how governance can assist with the challenges of managing and transitioning surplus wealth. It covers the characteristics and challenges of surplus wealth, why wealthy families need family governance and how family governance can help families with the successful transition of surplus wealth between the generations, and will be important reading and reference for all practitioners advising ultra-wealthy individuals and business families. 

This Special Report is a one-stop collection bringing together a distinguished team of international contributors, each an expert in their respective field with a global reputation, to cover the entire life cycle of a family business. It provides guidance on many of the key issues encountered including governance issues, protecting the family business assets, fostering entrepreneurship and succession planning. 

This special report describes how family businesses can benefit from a high-performing, inter-disciplinary advisory team for trusted advice, with members sourced from different organisations, and who have demonstrably effective processes for looking after an entire family and their business interests. Members of such a team are committed to helping the family achieve success.

This second volume is intended to provide sustenance to those stakeholders committed to the core objectives presented in the title to the first book. It addresses ongoing issues facing both family shareholder control groups and the enterprises they control that surface in ongoing, mature, successful endeavours.

This book compiles the wisdom of experienced leaders of family growth companies and those who advise them, focusing on what works to sustain business success without sacrificing family relationships or control. Each of the contributors is grounded in deep management or professional expertise guiding or advising family-controlled enterprises.  

The great wealth transfer presents numerous challenges to wealthy families, with over $100 trillion of wealth expected to pass between generations by the end of this 30-year phenomenon. From different views and perspectives within families, to misaligned expectations and disappointment, to family disagreement and outright conflict, there are many issues to navigate. So far, the biggest difficulties faced by both advisers and families have included a lack of planning, communication and readiness.

In The Prosperity Pathway: From Wealth Creation to Legacy, Russell Prior shows advisers and families how they can be more prepared at whatever stage they are at on the Prosperity Pathway.

Your essential resource featuring insights from the world's foremost experts on the most pressing topics facing family offices and their advisers today. Contributions have been carefully curated from the prestigious archive of The International Family Offices Journal, co-published with STEP, and the Special Report, Family Business and Responsible Wealth Ownership.  

Beneficial ownership registers were introduced in the European Union (EU) under the 4th and 5th Anti Money Laundering Directive, with the ultimate goal of promoting increased transparency in the financial markets. This book, prepared in association with STEP and the first to comprehensively approach this topic, provides an in-depth analysis of the beneficial ownership registers legislation in a number of EU jurisdictions as well as the UK and US. 

With increasing political uncertainty, evolving tax landscapes, and the proliferation of special tax regimes designed to attract the wealthy, ultra-high-net-worth individuals (UHNWIs) now have more options than ever when selecting a country of residence. As international relocation becomes more common, advisers must take a holistic approach to guide clients through the complex legal, tax, and succession implications of cross-border moves.

Co-published with STEP, this comprehensive new edition features insights from leading private client advisers across key jurisdictions worldwide.