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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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: £65.00

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Family Enterprises: How to Build Growth, Family Control and Family Harmony

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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: £120.00

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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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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: Mar 2020
ISBN: 9781787423145
Length: 280 pages
Price: £140.00

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Sustaining Family Enterprise: Meeting the Challenges of Continuity, Control and Competitiveness

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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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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: 700 pages
Price: £275.00

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Trusts in Prime Jurisdictions: Fourth Edition

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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
ISBN: 9781911078081
Length: 726 pages
Price: £230.00

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