Building a Sustainable Family Office
— New Book Release —
Building a Sustainable Family Office
An Insider’s Perspective on What Works and What Doesn’t
Release Date: July 9th, 2024
Publisher: Greenleaf Book Group
Family offices are the business entities that are created to primarily support a family’s wealth. For reasons explored in the book, family offices often are not successfully passed on from one generation to another, creating a lot of disruption for the family members, the ecosystem of providers, and the broader society which benefits from family office investing and philanthropy.
This book is authored by a family office principal who has experienced the building- and rebuilding- of his family office many times- from an embedded office, to a multi-family office, to a single family office. The book also includes the expertise and perspectives of dozens of other principals and expert service.
Written for both the new and experienced family office principal, Building a Sustainable Family Office provides an “insider’s view” of the opportunities and challenges of building a family office to last.
Featured on:
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Book Launch and Discussion Event Recording
July 9th, 2024
Speakers included:
Laird Pendleton, Co-Founder of the CCC Family Office Alliance
Kristin Keffeler, author of The Myth of the Silver Spoon
Jay Hughes, author of Family Wealth: Keeping it in the Family
Scott Saslow, author of Building a Sustainable Family Office and CEO of ONE WORLD Investments
Accolades
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"Scott's book is a testament to the evolving nature of family offices. It offers a blend of theory, practical examples, and strategic advice that speaks directly to wealth owners seeking purpose and impact beyond financial returns."
— FRANCOIS BOTHA
Forbes Contributor and Founder & CEO, Simple -
"There is nothing like personal experience and brutal honesty that best teaches the opportunities and pitfalls of a family office. Scott has opened the kimono so generously and artfully on his family’s experience to enlighten us all."
— LAURA LAUDER
Lauder Family Philanthropy Fund -
"Scott has thoughtfully taken his inspired experience of creating an office and maintaining it and made it accessible to all. I am quite sure that every family who is contemplating creating a family office or transitioning one will benefit from Scott’s insights”
— JAMES(JAY) E. HUGHES, JR.
Author of Family Wealth: Keeping it in the Family, Family: The Compact Among Generations and co-author of The Cycle of the Gift -
“Saslow’s book takes an inherently complex landscape – the family office – and makes it accessible and understandable. With the “insider’s” experience of someone who has built and run a family office, Scott gives step-by-step guidance and practical ideas for how to begin to design, build, or refine an effective family office. This is a must read for family members and family office professionals alike.”
— KRISTIN KEFFELER
Author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life and Wealth 3.0: The Future of Family Wealth Advising -
“Generously leveraging his own family’s experience and lessons learned, Scott Saslow provides enterprising families a succinct and practical handbook for navigating the complex and often emotional journey of running a family office that ultimately helps the family realize its purpose and achieve greater unity across generations.”
— PETER MOUSTAKERSKI
CEO, Family Office Exchange (FOX) -
“The book is a great blend of insights based upon Scott’s personal experience and work canvassing the space. Whether a veteran or new to the family office challenge/opportunity, one gains grounding as to what’s really important.”
— BARNEY CORNING
Co-Founder of the CCC Family Office Alliance -
“I thoroughly enjoyed Scott's book, as he smoothly transitions from the personal to generalizations. He explains the importance of values, purpose, mission, and measuring progress along the way. I believe that family offices would benefit from Scott's do's and don'ts, succinctly summarized at the end of each chapter, as they embark on their own impact-oriented missions.”
— HEINZ BLENNEMANN
Principal Blennemann Family Investments; technologist; family office investor; builder of family office communities
Resources
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The Billionaire Who Wasn’t: How Chuck Feeney Secretly Made and Gave Away a Fortune
by Conor O’Clery
by James E. Hughes Jr., Susan E. Massenzio, and Leigh Whitaker
The Cycle of the Gift: Family Wealth and Wisdom
by James E. Hughes Jr., Susan E. Massenzio, and Keith Whitaker
The Everything Guide to Investing in Your 20s & 30s
by Joe Duarte
The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students
by William I. Woodson and Edward V. Marshall, part of the Heilbrunn Center for the Graham and Dodd Investing Series
Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
by Hartley Gladstone, James E. Hughes Jr., and Keith Whitaker
Family Wealth: Keeping It in the Family
by James E. Hughes Jr
Global Family Office Investing: Exploring the Practices of Single- and Multi-Family Offices
by Chad Hagan
by Russ Alan Prince and Robert Dougherty
The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life
by Kristin Keffeler, MSM, MAPP
Principles of Sustainable Finance
by Dirk Schoenmaker and Willem Schramade
by Morgan Housel
by DJ Van Keuren
Succession Planning: Promoting Organizational Stability
edited by Pamela A. Gordon and Julia A. Overbey
Wealth 3.0: The Future of Family Wealth Advising
by James Grubman, Dennis T. Jaffe, and Kristin Keffeler
Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
by Tom McCullough and Keith Whitaker
by Jean Chatzky
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Institutional Investor Forums - Family Office Wealth Conference
Opal Group: Family Office and Private Wealth Management Forum
Chicago Family Office and High Net Worth Annual Conference
Institutional Investor: European Single Family Office Symposium
Latam Family Office Investment Summit
Campden Wealth: Asia-Pacific Family Office and Investment Forum
Click here to explore other events
(The networks listed above also offer a range of events for their members)
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Sara Hamilton, Founder & CEO Family Office Exchange, author book on FO, Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times
Robert (Bobby) A. Stover, Jr. (Ernst & Young, LLP, Partner | Americas Family Enterprise and Family Office Leader)
Mike Flannery (Duchossois Capital Management, Chief Executive Officer)
John Rompon (Marjo Investments LLC, Managing Partner
Forbes contributor, Francios Botha, Founder Simple
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The Single Family Office (Kellogg Executive Education)
Family Office Wealth Management (Harvard Business School)
Udemy: Wealth Management & Family Office