Skip to main content
Top

2021 | Book

Global Family Office Investing

Exploring the Practices of Single- and Multi-Family Offices

insite
SEARCH

About this book

Family offices are currently the most attractive group of investors and their structure is more permanent that many of the world’s strongest companies. They are the next hedge funds of the world, if not more. The family office is at the backbone of global commerce, primarily from permanent capital, which results in a different system of management and investing, a hybrid that combines families directly investing in companies to diversify or to build current portfolios with customized returns on investment, vastly different investment goals and investment time frames.

While “family office” is a new term for many in the industry, the basis and framework behind the family office has existed for more than 500 years. It is wildly important for this system of investing to be understood. In the past decade, billions in profits have been made in technology, let alone other industries, and most of these fortunes will find themselves managed by a family office of sorts. They are also competitors with one another and at times highly influential in the ways of wealth management, wealth creation and associated practices.

This book offers a global snapshot of family offices, using case studies of family offices like the Rockefeller’s “Room 5600” and covers important direct investment styles of family offices—all supported by hard research and statistics from intelligence partners covering family office investing extensively. It will be of interest to anyone in finance, wealth management, management consulting, market research and investing as a whole. Diving headfirst into the practice of family offices and family office structures, Global Family Office Investing covers the secretive world of family offices around the world, sharing best practices, the culture, history and future of modern global family offices.

Table of Contents

Frontmatter
Chapter 1. Introduction
Abstract
In this chapter Hagan sets up the story of the book, introducing the publication’s foundation and what to expect.
Chad Hagan
Chapter 2. Family Office History
Abstract
In this chapter Hagan builds a comprehensive story utilizing history facts, economic data, and field research, correlated with a true history of family office formation over time.
Chad Hagan
Chapter 3. Europe
Abstract
This chapter is devoted to Europe and the author describes why he sees Europe as the de facto head of family offices. The author goes to great lengths to describe the fabric of Europe and the complex systems of inheritance.
Chad Hagan
Chapter 4. The Americas
Abstract
This chapter is filled with information on US family offices and family offices in South America. The chapter includes numerous charts and tables describing family office structures and family office flowcharts.
Chad Hagan
Chapter 5. India and Asia Pacific
Abstract
This chapter is a comprehensive chapter showcasing family office practices in the east. The author discusses new growth in Hong Kong and Singapore and closes with a case study on a very secretive family with tremendous business holdings.
Chad Hagan
Chapter 6. Family Office Investing
Abstract
In this chapter the author covers direct investing and other family office investment practices. Topics include an interview with Rebecca Gooch from Campden Research and the author discussing his failed takeover attempt of American Apparel in 2016.
Chad Hagan
Chapter 7. Governance, Succession, and Fraud
Abstract
This chapter is devoted to governance and succession and includes fee pages on fraud in the family office works. The author worked with the FBI on a sting operation targeting a criminal who had stolen millions of dollars from investors.
Chad Hagan
Chapter 8. Philanthropy
Abstract
The author uses this chapter to highlight trust funds, family foundations, and some of the western world’s notable private charities and foundations. He also discusses a fewer lesser-known foundations and legacies.
Chad Hagan
Chapter 9. Patronage and Collecting
Abstract
This chapter is devoted to discussing what family offices often spend their wealth on, outside of investments and lifestyle.
Chad Hagan
Chapter 10. The Future of Family Offices
Abstract
Hagan goes into detail about the future of family offices, discussing a wide range of situations, from increasing female and minority leadership to new wealth and thought leaders in central Asia.
Chad Hagan
Chapter 11. Conclusion
Abstract
This chapter is short and to the point. The author views the future of family offices as one with a very bright future.
Chad Hagan
Backmatter
Metadata
Title
Global Family Office Investing
Author
Chad Hagan
Copyright Year
2021
Electronic ISBN
978-3-030-18224-3
Print ISBN
978-3-030-18223-6
DOI
https://doi.org/10.1007/978-3-030-18224-3