Exploring the Origins and Sustainability of the Modern Family Office
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The document discusses the origins and evolution of modern family offices. It begins by exploring how John D. Rockefeller established the first family office in 1914 to manage his wealth after the breakup of Standard Oil and the introduction of income tax. This helped pioneer the modern family office model. The document then outlines how family offices now help manage both passive and active wealth for families, including life and family, estate and tax, and philanthropy. Finally, it discusses ensuring the sustainability of wealth for future generations by being transparent with taxes, using minimal structures, embracing transparency of data, and investing in ways that benefit society and uphold the family's reputation.
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Exploring the Origins and Sustainability of the Modern Family Office
- 1. THE WEALTH & THE WEALTHY EXPLORING THE PAST TO SECURE A SUSTAINABLE FUTURE FOR THE MODERN FAMILY OFFICE
- 2. THE MODERN FAMILY OFFICE & ITS ORIGINS THE WEALTH & ITS SUSTAINABILITY THE WEALTHY & THE HUMAN FACTOR
- 3. THE MODERN FAMILY OFFICE & ITS ORIGINS
- 4. 1914
- 9. ROCKEFELLER´S PERFECT STORM • JOHN D. ROCKEFELLER – THE WORLD´S FIRST BILLIONAIRE • 1902 – THE MOST HATED MAN IN AMERICA • 1907 – STOCK MARKET COLLAPSED OVER 50% • 1911 – STANDARD OIL BROKEN UP BY US GOVERNMENT • 1913 – FEDERAL INCOME TAX INTRODUCED • 1914 – LUDLOW MASSACRE
- 11. ROCKEFELLER´S SOLUTION • 1911 – ESTABLISHED THE FIRST MODERN FAMILY OFFICE • 1913 – ESTABLISHED THE ROCKEFELLER FOUNDATION • 1914 – PIONEERED WITH IVY LEE MODERN PUBLIC RELATIONS • 1930´S – REINVESTED DURING THE GREAT DEPRESSION • 2013 – THE ROCKEFELLER FOUNDATION REACHES 100 YEARS
- 12. 2014
- 15. P L E P A
- 16. PASSIVE WEALTH LIFE & FAMILY ACTIVE WEALTH ESTATE & TAX PHILAN THROPY
- 17. PASSIVE WEALTH ACTIVE WEALTH THE WEALTH THE WEALTHY LIFE & FAMILY ESTATE & TAX PHILAN THROPY
- 18. PASSIVE WEALTH ACTIVE WEALTH THE WEALTH THE WEALTHY LIFE & FAMILY ESTATE & TAX PHILAN THROPY
- 19. THE WEALTH & ITS SUSTAINABILITY
- 21. THE PERFECT STORM • TAXES – GOVERNMENTS UNDER PRESSURE TO RAISE TAXES & LAUNCHING TAX INVESTIGATIONS AGAINST THE WEALTHY • STRUCTURES – OFFSHORE IS INHERENTLY FRAGILE & STRUCTURES THAT ARE LEGAL ARE NOW IMMORAL • DATA – THE DATA IS EVERYWHERE SO SECRECY IS DEAD • THE FAMILY BRAND – FAMILY REPUTATIONS AT RISK
- 22. A SUSTAINABLE FUTURE • TAXES – PAY TAXES OR GIVE THE WEALTH AWAY • STRUCTURES – MINIMALISTIC STRUCTURES ARE SUSTAINABLE • DATA – BE TRANSPARENT AS EVERYTHING IS ALREADY PUBLIC • THE FAMILY BRAND – DO GREAT THINGS WITH THE WEALTH AND MAKE GREAT INVESTMENTS – THE WORLD EXPECTS IT
- 23. THE WEALTHY & THE HUMAN FACTOR
- 30. THANK YOU Erlendsson Private Office 2 Archery Close, London W2 2BE, England gunnlaugur@erlendsson.co.uk +44 79 66 55 55 00