The STEP Handbook for Advisers, Third Edition
Buch, Englisch, 320 Seiten, Format (B × H): 160 mm x 240 mm
ISBN: 978-1-83723-067-9
Verlag: Globe Law and Business
This third edition looks at developments within the approach to family business advising since 2018, taking account of the current geopolitical backdrop and the shift in attitude in a growing number of clients towards succession, philanthropy and investments.
However, for those new to the field there remains ongoing guidance on:
how to understand the unique nature of family businesses;
typical family dynamics that impact succession;
the power of governance in supporting good ownership and management;
the typical stages of the family business and the key risks that will invariably arise; and
the different legal and non-legal approaches to tackling such problems.
Featuring contributions from leading practitioners in the field (including the Family Firm Institute, Cambridge Family Enterprise Group, KPMG, Rawlinson & Hunter, JTC, Boodle Hatfield, Forsters, Farrers, Wedlake Bell, Schillings, HSBC, Stonehage Fleming and Rothschild), this comprehensive handbook makes essential reading for all practitioners who advise business families, including lawyers, accountants, financial advisers and wider family business advisers.
Weitere Infos & Material
Foreword
Clare Stirzaker
Boodle Hatfield LLP
Section 1 – Setting the scene
Understanding the challenges of leading a family business
Justin B. Craig
Research Professor at Bond
University and Visiting Professor
of Kellogg School of Management
at Northwestern University
Catharina Jecklin
Bond University
Defining purpose and values
Catherine Grum
Catherine Grum Consultancy
Theories and models in family enterprise advising
Patricia Annino
Rimon Law
Judy Green
FFI
Section 2 – Stages of the family business
Structuring the family business
Toby Crooks
Katharine Haggie
Hiral Kanzaria
Rawlinson & Hunter
Both IN
Ken McCracken
MFBC
Family businesses on the move: continuity, transitions, exits and family office
Yannick Archambault
Kaajal Prasad
KPMG
Advances in human longevity and the impact upon family businesses transition
Hayden Bailey
Boodle Hatfield LLP
Next generation planning
Matthew Fleming
Stonehage Fleming
Maria Villax
Bedrock
Section 3 – Succession
Preparing for transfer of ownership
Dan Frosh
Senior Advisor, Cambridge Family Enterprise Group
Andrew P Hier
Senior Advisor and Partner, Cambridge Family Enterprise Group
Trusts and Family Businesses: The ideal succession solution?
Bryony Cove
Jennifer Ridgway
Farrers
Nicola Arnold
Victoria Blackburn
JTC
Extracting wealth from the family business
Russell Prior
HSBC
Selling the family business
Dominic Epton
Nick Mayhew
Rothschild
Katharine Taylor
Alembic Partners
Managing family dynamics: How to improve communication and deal with conflict effectively
Tony Cohen
Alexandra Sharpe
Kinestra Partners LLC
The family business – options for preventing and dealing with family disputes
Guy Abrahams
Nick Jacob
Daniel Ugur
Forsters
Family businesses and divorce – how best to protect
Katie O’Callaghan
Boodle Hatfield
Sophisticated reputation management for family companies
Victoria Byrne
Lily Kennett
Schillings
Understanding the wealth holder spectrum
Matthew Braithwaite
Wedlake Bell
Gina M Pereira
Dana Advisory
Providing advice on philanthropy: why, when and how to raise giving with family clients
Emma Beeston
Philanthropy Advisor
Beth Breeze
Uni of Kent
