What Are Family Offices: A Guide to Wealth Management for Families

What Are Family Offices: A Guide to Wealth Management for Families

From Resourceful: Stories from the Site by Resources Unearthed

October 29, 2024 · 18 min · Episode 27

About this episode

The episode explores the intricacies of family offices and their role in wealth management for families.

n this episode, Brett Cribb, Managing Director and Founder of Resources Unearthed hosts Craig Barry from William Buck and Rob Lamb from Hill House Legal Partners. They discuss the intricacies of family offices, looking at what they are, their types, and their benefits. The conversation also covers how virtual family offices can assist families with substantial wealth, addressing intergenerational transfers, and the importance of managing family dynamics. The episode concludes with insights into creating a family charter, estate planning, and common legal considerations in family succession. 00:00 Introduction 00:22 Understanding Family Offices 00:29 Meet the Experts: Craig Barry and Rob Lamb 01:29 Types of Family Offices 03:39 Virtual Family Office Services 05:44 Family Dynamics and Intergenerational Transfers 07:44 Legal Considerations and Family Charters 12:34 Common Issues and Solutions 17:01 Conclusion and Contact Information Brett & James: https://www.resourcesunearthed.com.au/ Craig Barry: https://williambuck.com/ Craig Hong: https://hillhouse.com.au/

People in this episode

Hosts: Brett, Craig Hong

Guests: Craig Barry, Rob Lamb

Topics covered

  • family offices
  • wealth management
  • intergenerational transfers
  • family dynamics
  • estate planning
  • legal considerations

Keywords

  • wealth management
  • family charter
  • virtual family offices

Mentioned in this episode

Books & works: Understanding Family Offices

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