The Family Office

A Practical Guide to Strategically and Operationally Managing Family Wealth

  • Boris Canessa
  • Jens Escher
  • Alexander Koeberle-Schmid
  • Peter Preller
  • Christoph Weber

Table of contents

  1. Front Matter
    Pages i-xxi
  2. Boris Canessa, Christoph Weber, Alexander Koeberle-Schmid
    Pages 1-10
  3. Christoph Weber, Boris Canessa, Alexander Koeberle-Schmid
    Pages 11-30
  4. Boris Canessa, Christoph Weber, Alexander Koeberle-Schmid
    Pages 31-58
  5. Peter Preller
    Pages 59-93
  6. Alexander Koeberle-Schmid, Jens Escher
    Pages 103-131
  7. Alexander Koeberle-Schmid
    Pages 133-160
  8. Alexander Koeberle-Schmid
    Pages 161-169
  9. Christoph Weber
    Pages 171-173
  10. Boris Canessa
    Pages 189-195
  11. Christoph Weber
    Pages 225-235
  12. Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller, Christoph Weber, Steven Sidore
    Pages 237-247
  13. Back Matter
    Pages 249-259

About this book


The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs can be expected from a family office, and how much wealth must be under management to justify them? What are the role and responsibilities of the Family Officer and his staff? Which are best practices for family governance, succession planning, and philanthropy at a family office? These insights are then supplemented by a wide-ranging set of interviews with family members, family officers and consultants from around the world. Both family office professionals and families themselves will benefit from this thorough but highly approachable examination.

The author team of Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller and Christoph Weber are each experts in a specific field related to the family office. They apply their professional and personal knowledge as family office specialists to provide details on organization of the family office, governance structures, asset allocation, succession and family governance planning and more.


Family Office Wealth management Family Governance Succession planning Family officers Family wealth high net worth clients Ultra high net worth clients

Authors and affiliations

  • Boris Canessa
    • 1
  • Jens Escher
    • 2
  • Alexander Koeberle-Schmid
    • 3
  • Peter Preller
    • 4
  • Christoph Weber
    • 5
  1. 1.DüsseldorfGermany
  2. 2.DuisburgGermany
  3. 3.KölnGermany
  4. 4.Bad HomburgGermany
  5. 5.EssenGermany

Bibliographic information

  • DOI
  • Copyright Information Springer Nature Switzerland AG 2018
  • Publisher Name Palgrave Macmillan, Cham
  • eBook Packages Economics and Finance
  • Print ISBN 978-3-319-99084-2
  • Online ISBN 978-3-319-99085-9
  • Buy this book on publisher's site
Industry Sectors
Finance, Business & Banking