Kirby Rosplock

My career is focused on researching and advising family offices. I am a global advisor to financial institutions, families, family office executives and multi-family office and wealth advisors on process consultation, job and task analysis, strategic management advisory, research and family wealth education and governance. Determining who should consider forming or joining a family office, and how to craft and set up a structure, purpose, and vision for the office that fully serves a family’s particular needs and investment goals are my areas of expertise. My book, The Complete Direct Investing Handbook, was published by Wiley/Bloomberg on May 15, 2017. Whether you’re an investor, inheritor, wealth creator, a member of a family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, I believe both of my books will be of interest to you. I am a proud board member of Merton Venture Philanthropy, a former board member of Family Enterprise USA and Babcock Lumber Co., a Fellow of the Family Firm Institute (FFI), a faculty of the FFI GEN program and Co-trustee of the Harbeck Family Foundation. I am a frequent speaker, author and research collaborator on the family office.