About STEP 7 Introduction 9 Barbara R Hauser Independent family consultant Nicola Saccardo Charles Russell Speechlys Establishing the family office 11 Barbara R Hauser Independent family consultant Choice of structures 21 David Bowen Imogen Buchan-Smith Ernst & Young LLP Global virtual family offices 39 Thomas J Handler Handler Thayer LLP Building and caring for your family collections: a guide 57 Ronald Varney Ronald Varney Fine Art Advisors The rule of law versus the law of rulers 69 Joseph A Field Pillsbury Winthrop Shaw Pittman LLP The family owner’s manual: what, how and why 79 Josh Kanter leafplanner; Josh Kanter Wealth Advisory Services The ‘prepared mind’ at a time of crisis 93 John Deverell www.thepreparedmind.net Reputation in the digital age: how to combat online reputational risks 101 Perveen Hill Jo Sanders Caroline Thompson Withersworldwide Building a learning-centric family office 117 Kirby Rosplock Tamarind Partners and Tamarind Learning Why inclusion of LGBTQ clients is mission critical for family wealth advisers 133 Penelope Purdy P2 Ink Timothy J Volk T Volk & Company Governance 147 Abdullah Adib AlZamil Zamil Private Office Hiring leaders for the family office 157 Rhian-Anwen Hamill RAH Partners Ltd Maya Prabhu Marie-Thérèse Yates JP Morgan Private Bank The accelerating global culture of giving 177 Melissa A Berman Rockefeller Philanthropy Advisors The resilient single family office: a developmental perspective 185 James Grubman Family Wealth Consulting Dennis T Jaffe BanyanGlobal Family Business Advisors Family office relevancy: doing what’s asked and what’s needed 201 James M Coutré Fidelity Investments The lifecycle of the family office 215 Leslie Voth Pitcairn With great wealth comes great responsibility: the fundamentals of responsible wealth stewardship for the family office 225 Bryony Cove Farrer & Co Xavier Isaac Accuro Gina M Pereira Meritus Australia 235 Keith Drewery KPMG Family Office Bermuda 259 Keith Robinson Carey Olsen Bermuda Limited Canada 271 Mary Anne Bueschkens Family office/private equity advisory services and corporate director Lucinda Main WeirFoulds LLP Andrea Tratnik Beard Winter LLP Greater China 293 Winnie Qian Peng Roger King Center for Asian Family Business and Family Office, Hong Kong University of Science and Technology The Gulf states 307 Barbara R Hauser Independent family consultant Asher Noor Odyssey SFO Hong Kong 317 Deirdre Fu Katie Graves Simon Wong Wei Zhang Withersworldwide Israel 339 Ori Ephraim O Ephraim Multi Family Office Services Lyat Eyal Aronson, Ronkin-Noor, Eyal Law Firm and Notary Alon Kaplan Alon Kaplan Advocate & Notary Italy 367 Nicola Saccardo Charles Russell Speechlys Luxembourg 375 Yacine Diallo Charles Russell Speechlys SCS, Avocats à la Cour Netherlands 401 Raimund Kamp Marijke Kuijpers Guidato Singapore 415 David Chee WongPartnership LLP Switzerland 425 Andrea Bolliger Baker McKenzie Tobias F Rohner VISCHER United Kingdom 433 Grania Baird Richard Lane Simon Rees Farrer & Co United States 451 Mary K Duke Independent Advisor to Families About the authors 469 About Globe Law and Business 487