The Family Office Source Book

A family office may generally be described as an organization that engages in substantial, active management, oversight, and monitoring of a family’s business, investment, and personal assets in a purposeful, prudent, and business-like manner. As seen from the well-run family offices, there are many positive outcomes when families make an intentional effort to manage their family assets and activities like a business.

This Family Office Source Book by Rosen, Sapperstein & Friedlander provides a broad overview of all matters important to family offices, including formation structures, operations, investments and other holdings, family foundations, and estate planning. In the Book, you’ll also find useful checklists and thoughtful questions and insights to consider.