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CONTENTS APRIL 2013 VOLUME 21/ISSUE 3


Regulars News and views


7


From the editor Rosemary Marr reflects on the new journal issue and the constancy of change


8 STEP news Including the Society’s response to FATCA


11 Different agendas Martyn Gowar on the many styles of family office and the cycle of succession


14 Company news Office moves and organisational alterations


16 Industry news Key stories from around the world


17 Could you recognise a South British couple? Richard Frimston finds confusion in the UK’s continuing use of domicile in private international law


19 Holes in my cheese Dr Daniel Lehmann assesses European responses to the Hague Convention on Trusts


22 Two out of three ain’t bad Sally Percy asks board member George Lyall about his path to the profession and plans for the future


80 Networking and development 82 Book review


22


GEORGE LYALL, BOARD MEMBER WITHOUT PORTFOLIO, SPEAKS OUT


WWW.STEPJOURNAL.ORG 29


Issue focus Family business


30 Keeping it in the family Julian Washington’s succession-planning challenges


33 New perspectives Nils Johnson presents research into what clients want


37 Secrets of success Frank Akers-Douglas, Wilson Cotton and Charles Gowlland on running a successful family office


39 Service selection Richard Joynt and Ian Slack compare the benefits of single-family and multi-family offices


43 Meeting of minds Patricia Woo discusses the family office in Asia with fellow practitioners Vincent Lam and Doris Ma


FOUNDATION CREATION: THE NEW CERTIFICATE


Professional development


25 No levy for the lodger Amanda Edwards does the maths on rent-a-room relief


27 Keeping good company John Harper examines the role of the company secretary


29 Fortune telling Val Cox discovers what Professor John Goldsworth thinks the next decade holds for foundations


33


RESEARCH RESULTS: HOW MEMBERS CAN IMPROVE THEIR FAMILY OFFICE OFFERING


APRIL 2013 3


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