All Options on the Table: The Haber Family

Cohen, Lauren H. Headinger, Grace Ruiz, Juan

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  • 新着ケース
HBP

Frida Jassan Haber, second-generation Chief Financial Officer of Haber Holdings, deliberated over the right family office solution for their family's needs. After years of working with trusted private bankers, the family had decided to pursue other options that offered tailored solutions for the family's specific needs. Specifically, they considered joining an established MFO with years of experience, engaging an experienced family office principle to establish a single-family office, or hiring a young finance professional to build a new family office from the ground up. Looking over the family's menu of options, she discussed the various tradeoffs of each solution with her siblings and many members of the next generation, and their implications for the family's long-term financial, succession, and legacy goals.

出版日
2023/02
領域
経営・戦略
ボリューム
18ページ
コンテンツID
CCJB-HBS-223052
オリジナルID
223052
ケースの種類
Case
言語
英語
カラー
製本の場合、モノクロ印刷での納品となります。