A Practical Guide to the Transfer of Trusteeships

Third edition

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
ISBN: 9781787421134
Length: 448 pages
Price: £110.00

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Advising the Wealthy Client:

A Handbook for Working with the Ultra Wealthy

Consulting editor(s): Barbara R Hauser

This comprehensive new 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 new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.

Publication date: Aug 2020
ISBN: 9781787423305
Length: 229 pages
Price: £165.00

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Beneficial Ownership Registers:

The STEP Handbook for Advisers

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: Jun 2021
ISBN: 9781787424142
Length: 225 pages
Price: £145.00

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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
ISBN: 9781787422209
Length: 88 pages
Price: £75.00

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Family Enterprises:

How to Build Growth, Family Control and Family Harmony

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
ISBN: 9781909416505
Length: 360 pages
Price: £125.00

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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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Life Cycle of a Family Business

Secure 10% pre-publication discount today. Enter 'LCF10' at the checkout

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
ISBN: 9781787424067
Length: 90 pages
Price: £75.00

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Private Trust Companies

A Handbook for Advisers

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: Aug 2020
ISBN: 9781787423145
Length: 357 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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Sustaining Family Enterprise:

Meeting the Challenges of Continuity, Control and Competitiveness

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
ISBN: 9781911078142
Length: 239 pages
Price: £144.00

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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: Sep 2020
ISSN: 2398-5402
Frequency: Quarterly
Price: £695.00

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Trusts in Prime Jurisdictions

Fifth edition

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
ISBN: 9781787422988
Length: 880 pages (now in two volumes) pages
Price: £295.00

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