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Legacy Advisors Ltd.: the family office: building and sustaining value for business families

Author: Carlock, Randel S. ; Gleave, Tom ; Lee, JuneINSEAD Area: Entrepreneurship and Family EnterprisePublisher: Fontainebleau : INSEAD, 2007.Language: EnglishDescription: 17 p.Type of document: INSEAD CaseNote: Latest version available via https://publishing.insead.eduAbstract: A family office provides professionally managed support in planning, investment and professional advice, reporting and specialized services related to managing the family’s wealth. This case study explores the challenges of a next generation family member in attempting to convince his traditional Chinese father of the advantages and opportunities to be created by establishing a family office to support the family’s financial and investment activities.Pedagogical Objectives: Business families and wealthy families need to appreciate the investment opportunities created by the creation of a family office. This case provides an overview of the issues and opportunities created by a family office. Students will explore the implementation process and develop an understanding of professional practices that support the effective development of a family office strategy.
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Latest version available via <a href=https://publishing.insead.edu>https://publishing.insead.edu</a>

Business families and wealthy families need to appreciate the investment opportunities created by the creation of a family office. This case provides an overview of the issues and opportunities created by a family office. Students will explore the implementation process and develop an understanding of professional practices that support the effective development of a family office strategy.

A family office provides professionally managed support in planning, investment and professional advice, reporting and specialized services related to managing the family’s wealth. This case study explores the challenges of a next generation family member in attempting to convince his traditional Chinese father of the advantages and opportunities to be created by establishing a family office to support the family’s financial and investment activities.

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