Dr. Kirby Rosplock - The Complete Family Office Handbook - Episode 9

Franco Lombardo and Dr. Kirby Rosplock discuss the challenges of remaining wealthy from generation to generation. They also share how their newest joint project, Family Tribe in the Amazon started. Dr. Kirby Rosplock is an expert on the family office concept and a recognized researcher, innovator, advisor on the subject. For nearly a decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, one of the most prominent multi-family offices in the U.S. She understands firsthand the opportunities and challenges of family wealth as a fourth generation family business owner, board member, and co-trustee of her family’s foundation. Learn more at her website: http://rosplock.net She is the author of The Complete Family Office Handbook which explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.Claim your copy at http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118367308.html. Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook.