Acknowledgments
We would like to express our appreciation for the substantial contributions by so many industry colleagues, without whom this book could not have been written. As will be made clear in the rest of this book, managing a family office properly requires the active involvement of a broad range of professionals, advisers, and service providers, each providing the family and their family office with discrete expertise, experience, and advice.
This is also true with respect to this book, which is intended to be a comprehensive guide for academics, students, principals, and practitioners as they study the industry and/or navigate the challenges of starting and running a family office. As such, the insights and advice shared in this book come, in part, from a number of contributors who developed content for specific chapters, permitted the use of their prior writings on the subject, or provided detailed advice to the authors.
While we have endeavored to list all these contributors in the endnotes and the “Appreciations” section, we would like to formally recognize and thank those who contributed significant content to the book (in alphabetical order).
-
Daniel Berick, Esq., Partner and Global Head of Family Office, Squire Patton Boggs (US) LLP, daniel.berick@squirepb.com
-
Trish Botoff, Managing Principal, Botoff Consulting, trish@botoffconsulting.com
-
Jason Brown, Chairman, Proteus, jbrown@proteuscapital.us
-
Robert Casey, Consultant, rcaseynyc@gmail.com
-
Beth deBeer, iImpact Consulting, bdebeer14@gmail.com
-
Brad Deflin, Founder and President, Total Digital Security, brad@totaldigitalsecurity.com
-
William Farren, President, My Accountant, Inc., billsbills@myaccountant.com
-
Michael Gray, Esq., Partner, Neal, Gerber & Eisenberg, LLP, mgray@nge.com
-
Suzanne Hammer, President, Hammer & Associates, suzanne@suzannehammer.com
-
Dennis T. Jaffe, PhD, djaffe@dennisjaffe.com
-
Al King III, Co-founder and Co-Chief Executive Officer, South Dakota Trust Company LLC, alking@sdplanco.com.
-
Mary Elizabeth Klein, Family Office and Private Equity Executive, maryeklein.llc@gmail.com
-
Anne Lyons, Founder and Chief Executive Officer, Tapestry Associates, LLC, anne@tallc.com
-
Linda Mack, Founder and President, Mack International, LMack@mackinternational.com
-
Jamie McLaughlin, Chief Executive Officer, J. H. McLaughlin & Co., jamie@jhmclaughlin.com
-
Darren Moore, Esq., Bourland, Wall & Wenzel, DMoore@bwwlaw.com
-
Joel Palathinkal, PhD, Chief Executive Officer and General Partner, Sutton Capital, joelpalathinkal@gmail.com
-
Stephen Prostano, Head of Family Advisory Services, PKF O’Connor Davies, sprostano@pkfod.com
-
John Prufeta, Chairman, Medical Excellence International, John.Prufeta@MedExcelCap.com
-
Kathy Reilly, Chief Executive Officer, Lifestyle Advisory, kreilly@lifestylistadv.com
-
Chad Sweet, Co-Founder and Chief Executive Officer, The Chertoff Group, chad.sweet@chertoffgroup.com
-
Keith Swirsky, Esq., President, GKG Law, P.C., kswirsky@gkglaw.com