Family Offices

The STEP Handbook for Advisers, Second Edition

Consulting editor(s): Barbara R Hauser

Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this new edition of Family Offices features updated chapters from key players in the field including Sandaire, Pitcairn and Farrer & Co.

This practical guide steers readers through the family office model, from its inception to the final stage in its “life cycle”,

Publication date: May 2019
ISBN: 9781787422810
Length: 457 pages
Price: £175.00

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Setting up a Family Office


Author(s): Barbara R Hauser, Keith Drewery

Setting up a family office is never an easy undertaking and can present numerous challenges for anyone seeking to steward assets for future generations or meet the complex needs of extended family members. This Special Report provides a practical guide to the main factors to consider when setting up a family office and helps families and their advisers navigate a path through the wide range of family office models in use today.

Publication date: Feb 2020
ISBN: 9781787423183
Length: 80 pages
Price: £85.00

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The International Family Offices Journal


Editor(s): Barbara Hauser

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.

Issue date: Mar 2022
ISSN: 2398-5402
Frequency: Quarterly
Price per annum: £695.00

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