A Practical Guide to the Transfer of Trusteeships
Consulting editor(s): Richard Williams, Arabella Murphy and Toby Graham
This text, first published by STEP in 2007 and now in its third edition, reviews the difficulties that arise on the transfer of trusteeships, particularly in respect of the negotiation of indemnities, and sets out a suggested approach.The book is an essential reference work for any legal practitioners, trust company professionals and others involved in advising on the transfer of trusteeships.
Publication date: Aug 2017
Length: 448 pages
Creating the Trusted Team of Advisers for a Family Business
Author(s): Ken McCracken
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.
Publication date: Oct 2018
Length: 88 pages
Consulting editor(s): Richard L Narva
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.
Publication date: Mar 2015
Length: 360 pages
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
Length: 457 pages
Private Trust Companies
Consulting editor(s): Todd Mayo
This handbook is a comprehensive resource for lawyers, accountants, family office executives and any others who advise ultra-wealthy families on private trust companies. Featuring chapters written by leading practitioners, it fully explores the legal, regulatory and practical dimensions of forming and operating a private trust company.
Publication date: Mar 2020
Length: 280 pages
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
Length: 90 pages
Sustaining Family Enterprise:
Consulting editor(s): Richard L Narva
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.
Publication date: Dec 2016
Length: 239 pages
Trusts in Prime Jurisdictions
Consulting editor(s): Alon Kaplan; Advisory Editor: Barbara R Hauser
The fifth edition of Trusts in Prime Jurisdictions has been fully updated and features a number of new chapters on topics including trust and real estate trust in Israel, what it means to be a fiduciary family office, the role of the trust protector, Islamic (Waqf) trusts, and trusts in relation to divorce. In addition, new for this edition are chapters on Germany and Bermuda. Produced in association with STEP, this new fifth edition provides a solid grounding in the use of trusts in a wide range of important jurisdictions and contexts. It also examines related topics such as trust taxation, anti-money laundering laws, the OECD initiative, CRS, exchange of information, transparency of registers and the notion that countries are entitled to collect taxes beyond their borders, among others.
Publication date: Dec 2019
Length: 800 pages (now in two volumes) pages
Trusts in Prime Jurisdictions:
Consulting editor(s): Alon Kaplan, Advocate & Notary. Advisory editor: Barbara R Hauser, Independent family adviser
The fourth edition of Trusts in Prime Jurisdictions features fully updated chapters plus new chapters on Quebec, Hong Kong, Singapore, Israel, what it means to be a fiduciary, Islamic (waqf) trusts, and trusts in relation to divorce, among others. The new edition, produced in association with STEP, provides a solid grounding in the use of trusts in a wide range of important jurisdictions.
Publication date: Apr 2016
Length: 726 pages