Read e-book online Banking for Family Business: A New Challenge for Wealth PDF

By Stefano Caselli, Stefano Gatti

ISBN-10: 3540227989

ISBN-13: 9783540227984

Lecturers and pros from company banking and personal banking current an in depth examine what banking ability for family members company. The textual content covers a large spectrum of issues, together with the methods relations bankers relatively paintings, the kin among deepest banking and company banking, and the tendencies of the marketplace in Europe and united states. The e-book relies on a robust hyperlink among a rigorous methodological process and the true global most sensible practices of wealth administration.

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Additional info for Banking for Family Business: A New Challenge for Wealth Management

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10 Income and costs per relationship manager versus cost-to-income ratio (2001) Source: The Boston Consulting Group, Global Wealth 2002 In this climate of uncertainty it is essential, in the first place, to pursue stability of incomes that are subject to high pressures and have become flexible because of the open architecture toward external service providers and, in the second place, to reduce structure costs that are high because of the need for high-standard competencies and suitable IT supports.

In the first case, one or more families decide to create a structure dedicated to their wealth management, using professional competencies already existing in the families or recruited in the market. At times the internal family office is managed by family members that are not involved in the core business or interested in preserving the family wealth after disinvestment of the family business. The goal lies in centralizing minimum competencies within the family nucleus to select the best external solutions in the areas of financial, tax, legal, estate management… In some cases the structures created to satisfy the needs of the original family nucleus be- 10 A recent presentation by Family Office Exchange, a US association aiming at fostering the exchange of information and best practice in the sector of family office, points out the change in the definition of wealth from US$ 100 million to US$ 1 billion”.

5 “…Organizations designed to tackle unique and non-repetitive tasks will organize specialists into homogeneous groups for “internal management” purposes and into task forces for operative purposes”, Thompson 2002. The family office is the structured application of the concept of the task force dedicated to the problems of one or more big families. 2 Private Banking and Family Business: Positioning and Development 25 Fig. 000 (1%) Source: Multifinanziaria Eurisko, 2003 That being stated, it should be underlined that private banking target market may be re-organized into very large groups of clients on the basis of: - presence of manageable assets or wealth size; - customization degree of service demand and complexity degree of requirements.

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Banking for Family Business: A New Challenge for Wealth Management by Stefano Caselli, Stefano Gatti

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