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
Advising the Wealthy Client:
Consulting editor(s): Barbara R Hauser
This comprehensive handbook, featuring contributions by leading private client advisers, includes chapters on choosing a country of residence, buying substantial properties, risk and reputation management and provides the essential requirements of wealth infrastructure, the philanthropic framework and the future of global investing. Edited by Barbara Hauser, Editor of The International Family Offices Journal and the latest edition of Family Offices: The STEP Handbook for Advisers, this handbook will provide essential reading for all private client advisers, wherever they are based.
Publication date: Aug 2020
Length: 229 pages
Beneficial Ownership Registers:
Consulting editor(s): Paolo Panico
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.
Publication date: Aug 2021
Length: 368 pages
Business Families and Family Businesses
Consulting editor(s): Simon Rylatt, Boodle Hatfield
This new edition, edited by the Society of Trust and Estate Practitioners (STEP), features chapters by leading practitioners in the field, including the Family Firm Institute, Schroders, Boodle Hatfield and SandAire, Kleinwort Hambros, Dixon Wilson and Rathbones. The book considers what makes business families and family businesses unique, and examines the issues that advisers are often called upon to consider and address when assisting them. It helps practitioners to deepen their understanding of how families operate, and to develop the skills and knowledge necessary to advise on such complex areas as conflicts between working and non-working family members, ownership structure, succession, wealth management, governance and meeting a family’s philanthropic objectives.
Publication date: Jun 2018
Length: 319 pages
Coldrick on Personal Injury Trusts
Author(s): Lynne Bradey, David Coldrick
Enabling solicitors to unravel the mystique surrounding the foundation and administration of personal injury trusts and to equip them to fulfil their role better for it; Enabling solicitors to develop compensation protection services to help protect their firms from negligence claims and to improve the bottom line; and enabling solicitors to do these things in as efficient and as practical a way as possible with the greatest amount of professional peace of mind.
Publication date: Nov 2008
Length: 335 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
Crypto Assets in Trusts and Foundations
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Consulting editor(s): Niklas Schmidt and Ross Belhomme
In such a rapidly evolving arena Crypto Assets in Trusts and Foundations provides a detailed roadmap to navigating the use of this new asset class in trusts and foundations, as well as offering guidance and insight relating to compliance with the respective legal rules. User-friendly and comprehensive, it will make essential reading for trustees, board members of foundations, wealth managers, lawyers, tax professionals, family offices, high-net-worth individuals and, indeed, anyone keen to embrace the emerging landscape of crypto assets.
Publication date: Apr 2024
Length: 366 pages
Effective Trusts: Minimising Disputes Through Design, Governance and Administration
Author(s): Todd D Mayo, Kevin W Rethore
This Special Report examines the causes of trust disputes and explores the steps that settlors, trustees, beneficiaries and others can take during each stage of a trust’s lifecycle – design, execution, administration and termination – to reduce the risk of sparking a dispute. Filled with real-world practitioner guidance, perspective and insight on issues of critical importance to fiduciaries, trust officials and beneficiaries alike, this Special Report is essential reading.
Publication date: Jul 2022
Length: 131 pages
Essential Reads on Family Offices
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Consulting editor(s): Globe Law and Business
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.
Publication date: Dec 2023
Length: 219 pages
Family Business and Responsible Wealth Ownership: Preparing the Next Generation
Consulting editor(s): Iraj Ispahani - Ispahani Advisory
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.
Publication date: Jul 2021
Length: 179 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
Family Governance and Surplus Wealth:
Author(s): Russell Prior
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.
Publication date: Jun 2021
Length: 244 pages
Consulting editor(s): Barbara R Hauser & Nicola Saccardo
Prepared in association with STEP, the world’s leading organisation for private wealth professionals, this new edition of Family Offices has been fully updated and features a number of new chapters, all written by the leading experts in the field.
The third edition of this practical guide steers readers through the family office model, from its inception to the final stage in its ‘life cycle’.
Publication date: Sep 2023
Length: 487 pages
Consulting editor(s): Barbara R Hauser
Family philanthropy around the world is a dynamic and important part of the overall social change landscape. This Special Report aims to demystify the topic and presents in a clear and easy-to-understand format the philanthropy choices available to families. It covers a variety of topics including: how families can make decisions about their philanthropy activities; donor advised funds; ways in which families can support cultural organisations, such as museums; and leaving a legacy for the next generations.
Publication date: Jan 2022
Length: 151 pages
Global Mobility of Ultra-High-Net-Worth Individuals
Consulting editor(s): Nicola Saccardo - Maisto e Associati
Published in association with STEP, this title features contributions by leading private client advisers from 15 key jurisdictions worldwide and provides readers with expert guidance on the tax and legal aspects of inbound and outbound transfer of residence of ultra-high-net-worth individuals. Chapters cover the relevant law in their respective jurisdictions relating to immigration, tax, succession, and family.
Publication date: Aug 2021
Length: 347 pages
Life Cycle of a Family Business
Consulting editor(s): Barbara R Hauser and Alon Kaplan
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.
Publication date: Dec 2020
Length: 151 pages
Paying For Residential Care:
Author(s): Austin Thornton
Paying For Residential Care: A Guide For Private Client Practitioners is a follow-up to the bestselling Coldrick on Care Home Fees. This book provides both continuity and significant change in this complex subject.
Publication date: Nov 2017
Length: 608 pages
Private Client Practice:
Author(s): Victoria Mahon de Palacios, Charlotte Kynaston, Chris Moorcroft, Martyn Wildney, Julie Butler, Sarah Sarwar, Edward Hewitt, Anna Coakes, Penny Cogher, Lisa Morgan, Claire Bennison, Ian Muirhead
The past year has brought a swathe of significant changes affecting the core areas of private client work, including tax, pensions, estates, and trusts. With private client matters often straddling practice areas and increasingly stretching across borders, keeping on top of the developments that might affect clients is becoming an increasingly tall order for all those who work in this area. The second edition of Private Client Practice: An Expert Guide shares expert insight into the key changes affecting this busy sector, helping practitioners to offer the most up-to-date, pertinent advice to their clients.
Publication date: Jan 2016
Length: 136 pages
Private Trust Companies
Consulting editor(s): Todd Mayo
Private trust companies play an increasingly important role in the wealth structures of many ultra-wealthy families, offering a high degree of control and flexibility in the administration of a family’s trusts and the management of trust assets. Featuring chapters written by leading practitioners from firms including Appleby, McDermott, Will & Emery and Squire Patton Boggs, this edition fully explores the legal, regulatory and practical dimensions of forming and operating a private trust company.
This title's content shines a light on organisational and operational issues such as designing a private trust company’s ownership structure, implementing proper internal controls, outsourcing services and working with professional advisers. Important matters like coordinating with the family office, communicating with family, protecting privacy and handling disputes involving private trust companies are also tackled.
Publication date: Jul 2023
Length: 379 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: Mar 2020
Length: 80 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
The International Family Offices Journal
Editor(s): Nicola Saccardo, Charles Russell Speechlys
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: Sep 2023
Price per annum: £895.00
Trust Laws in Cyprus:
Consulting editor(s): Paolo Panico - Paolo Panico’s Law Chambers; Private Trustees SA
Trust Laws in Cyprus reviews both the Cyprus International Trust Law and the Trustee Law 1955, and places them in an international context, pointing out the solutions available on the island for wealth management, estate planning, and asset protection purposes. Authored by well-known experts in this field, chapters specifically analyse the relevance of Cyprus trusts where settlors wish to retain certain powers, arrange their succession in a more flexible manner than would be possible under forced heirship provisions, or protect heirloom assets from creditor claims.
Publication date: Dec 2022
Length: 285 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: 880 pages (now in two volumes) pages