Families aiming to sustain and grow their wealth beyond the founding generation – whether inherited or gained through business – must professionalize their strategies and operations. This book provides a comprehensive, interdisciplinary guide to the essential pillars of family office management: Set-up, Preservation, Growth, and Innovation. Topics include:
- Establishing a unified vision with strong Corporate and Family Governance.
- Developing strategic business cases, growth scenarios, and asset allocation frameworks.
- Navigating legal and tax complexities, including structuring options.
With best practices and expert insights, the authors reveal interconnected strategies and fresh perspectives, making this a valuable resource. In their new book, Corinna Traumueller Schulthess, Family Business Advisory at SZ&J, Karin Ebel, and Maren Gräfe address the critical need for a professional, long-term approach to capital preservation for multi-generational families.
Family Business Advisory SZ&J