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{ "item_title" : "The 5-Step Plan to Create your Single-Family Office", "item_author" : [" Geoffroy Dedieu "], "item_description" : "This book is a practical, battle-tested guide for ultra-high-net-worth families and advisors who must design resilient, compliant, and cost-efficient single-family offices in a volatile world. Drawing on real-world experience across Asia, Europe, the Middle East, and Africa, The 5-Step Plan to Create your Single-Family Office lays out a clear, repeatable methodology to turn family values into an operational, multi-jurisdictional SFO that survives geopolitical shocks, regulatory change, and generational transition. This book explains the why, what, and how of building a modern SFO: from founding a Family Council and writing a Family Constitution to selecting jurisdictions, legal vehicles, operational models, technology, and talent. It compares seven leading hubs-London, Luxembourg, Zurich, Dubai, Mauritius, Singapore, and Hong Kong-against the practical needs of an emerging-market family with a $500M AUM profile. It introduces a hub-and-spoke architecture and a novel Denial-of-Service (DoS) framework that treats de-banking and service withdrawal as existential operational risks to be managed proactively. Key featuresStep-by-step 5-Step Plan: Family alignment; scope and strategy; jurisdiction and structure selection; implementation; governance and continuous review.Jurisdictional analysis: Direct comparisons of legal, tax, substance, residency, litigation, and lifestyle factors across seven markets.Operational model: Practical in-house vs outsourced mappings, an 8-headcount case study, and a detailed cost benchmark.Risk & resilience: The DoS framework, outward-compliance playbook, BCP activation triggers, and multi-bank diversification strategies.Investment economics: Focus on Total Expense Ratio (TER) management, fund vehicle choices (VCC, OFC, ICC), and practical ideas to control private markets fees.Governance tools: Templates for Family Charters, Family Council roles, Investment Committee design, and executive job descriptions.Who should read this bookFounders and principals planning a family office or formalising existing informal arrangements.Family office executives and aspiring SFO leaders who need a pragmatic operational blueprint.Wealth advisers, trustees, lawyers, and private bankers advising families with cross-border exposures.Next-generation family members seeking a structured education on stewardship, governance, and impact investing.What you will getA concrete, implementable roadmap that turns family values into legally robust and operationally resilient structures.A comparative playbook to choose the right hubs, vehicle types, and staffing mix for your family's priorities.Checklists, cost benchmarks, and job descriptions you can use immediately in planning and hiring.Start building a family office designed to endure. This book gives you the method, the case study, and the practical tools to make it real.", "item_img_path" : "https://covers4.booksamillion.com/covers/bam/9/79/825/167/9798251677843_b.jpg", "price_data" : { "retail_price" : "21.60", "online_price" : "21.60", "our_price" : "21.60", "club_price" : "21.60", "savings_pct" : "0", "savings_amt" : "0.00", "club_savings_pct" : "0", "club_savings_amt" : "0.00", "discount_pct" : "10", "store_price" : "" } }
The 5-Step Plan to Create your Single-Family Office|Geoffroy Dedieu

The 5-Step Plan to Create your Single-Family Office : A step-by-step guide to create a resilient international family office in a World of VUCA, using

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Overview

This book is a practical, battle-tested guide for ultra-high-net-worth families and advisors who must design resilient, compliant, and cost-efficient single-family offices in a volatile world. Drawing on real-world experience across Asia, Europe, the Middle East, and Africa, The 5-Step Plan to Create your Single-Family Office lays out a clear, repeatable methodology to turn family values into an operational, multi-jurisdictional SFO that survives geopolitical shocks, regulatory change, and generational transition.

This book explains the why, what, and how of building a modern SFO: from founding a Family Council and writing a Family Constitution to selecting jurisdictions, legal vehicles, operational models, technology, and talent. It compares seven leading hubs-London, Luxembourg, Zurich, Dubai, Mauritius, Singapore, and Hong Kong-against the practical needs of an emerging-market family with a $500M AUM profile. It introduces a "hub-and-spoke" architecture and a novel Denial-of-Service (DoS) framework that treats de-banking and service withdrawal as existential operational risks to be managed proactively.

Key features

  • Step-by-step 5-Step Plan: Family alignment; scope and strategy; jurisdiction and structure selection; implementation; governance and continuous review.
  • Jurisdictional analysis: Direct comparisons of legal, tax, substance, residency, litigation, and lifestyle factors across seven markets.
  • Operational model: Practical in-house vs outsourced mappings, an 8-headcount case study, and a detailed cost benchmark.
  • Risk & resilience: The DoS framework, outward-compliance playbook, BCP activation triggers, and multi-bank diversification strategies.
  • Investment economics: Focus on Total Expense Ratio (TER) management, fund vehicle choices (VCC, OFC, ICC), and practical ideas to control private markets fees.
  • Governance tools: Templates for Family Charters, Family Council roles, Investment Committee design, and executive job descriptions.


Who should read this book

  • Founders and principals planning a family office or formalising existing informal arrangements.
  • Family office executives and aspiring SFO leaders who need a pragmatic operational blueprint.
  • Wealth advisers, trustees, lawyers, and private bankers advising families with cross-border exposures.
  • Next-generation family members seeking a structured education on stewardship, governance, and impact investing.


What you will get

  • A concrete, implementable roadmap that turns family values into legally robust and operationally resilient structures.
  • A comparative playbook to choose the right hubs, vehicle types, and staffing mix for your family's priorities.
  • Checklists, cost benchmarks, and job descriptions you can use immediately in planning and hiring.


Start building a family office designed to endure. This book gives you the method, the case study, and the practical tools to make it real.

This item is Non-Returnable

Details

  • ISBN-13: 9798251677843
  • ISBN-10: 9798251677843
  • Publisher: Independently Published
  • Publish Date: March 2026
  • Dimensions: 8 x 5.25 x 0.57 inches
  • Shipping Weight: 0.62 pounds
  • Page Count: 270

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