A Practical Guide to the Transfer of Trusteeships

Third edition

Consulting editor(s): Richard Williams, Arabella Murphy and Toby Graham

This text, first published by STEP in 2007 and now in its third edition, reviews the difficulties that arise on the transfer of trusteeships, particularly in respect of the negotiation of indemnities, and sets out a suggested approach.The book is an essential reference work for any legal practitioners, trust company professionals and others involved in advising on the transfer of trusteeships.

 

Publication date: Aug 2017
ISBN: 9781787421134
Length: 448 pages
Price: £110.00

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Business Families and Family Businesses

The STEP Handbook for Advisers

Consulting editor(s): Jonathan Sutton, Ian Macdonald

This handbook edited by the Society of Trust and Estate Practitioners considers what makes business families and family businesses unique, and examines the issues that advisers are often called upon to address when assisting them.

Publication date: May 2009
ISBN: 9781905783250
Length: 279 pages
Price: £120.00

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Family Enterprises

How to Build Growth, Family Control and Family Harmony

Consulting editor(s): Richard L Narva

This book compiles the wisdom of experienced leaders of family growth companies and those who advise them, focusing on what works to sustain business success without sacrificing family relationships or control. Each of the contributors is grounded in deep management or professional expertise guiding or advising family-controlled enterprises.  

Publication date: Mar 2015
ISBN: 9781909416505
Length: 360 pages
Price: £120.00

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Family Offices

The STEP Handbook for Advisers

Consulting editor(s): Clare Archer, Penningtons Manches; Advisory Editor: Barbara R Hauser

This new handbook, prepared in association with STEP, the world's leading organisation for private wealth professional, steers readers through the family office model from its inception, focusing on the viability of family offices for those at the margin of what is normally regarded as the minimum financial base and comparing this to a family worth many millions. The book also considers a range of issues around the cultural development of the family office.

 

Publication date: Mar 2015
ISBN: 9781909416024
Length: 413 pages
Price: £135.00

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Sustaining Family Enterprise

Meeting the Challenges of Continuity, Control and Competitiveness

Consulting editor(s): Richard L Narva

This second volume is intended to provide sustenance to those stakeholders committed to the core objectives presented in the title to the first book. It addresses ongoing issues facing both family shareholder control groups and the enterprises they control that surface in ongoing, mature, successful endeavours.

 

Publication date: Dec 2016
ISBN: 9781911078142
Length: 239 pages
Price: £144.00

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Trusts in Prime Jurisdictions, Fourth Edition

Consulting editor(s): General editor: Alon Kaplan, Advocate & Notary. Advisory editor: Barbara R Hauser, Independent family adviser

The fourth edition of Trusts in Prime Jurisdictions features fully updated chapters plus new chapters on Quebec, Hong Kong, Singapore, Israel, what it means to be a fiduciary, Islamic (waqf) trusts, and trusts in relation to divorce, among others. The new edition, produced in association with STEP, provides a solid grounding in the use of trusts in a wide range of important jurisdictions.

 

Publication date: Apr 2016
ISBN: 9781911078081
Length: 726 pages
Price: £230.00

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