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Case Studies by June Lee

1 case studies

by Publication Date
published: 29 Nov 2007

  • Topic: Family Business
  • Industry: Finance Services
  • Region: Asia

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Abstract:
A family office provides professionally managed support in planning, investment and professional advice, reporting and specialized services related to managing the family’s wealth. This case study explores the challenges of a next generation family member in attempting to convince his traditional Chinese father of the advantages and opportunities to be created by establishing a family office to support the family's financial and investment activities.

Pedagogical Objectives:
Business families and wealthy families need to appreciate the investment opportunities created by the creation of a family office. This case provides an overview of the issues and opportunities created by a family office. Students will explore the implementation process and develop an understanding of professional practices that support the effective development of a family office strategy.

Keywords:
Family Wealth, Family Office, Investment Management, Family Investments, Family Business, Estate and Ownership Planning, Financial Performance, Wicfe, Family Office, Wealth Management, Legacy, Ownership

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