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
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
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: Aug 2020
Length: 357 pages
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
Price per annum: £695.00
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