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lybeckerfeb17

Avoid Ethical Pitfalls When Representing Family Offices

Martin E. Lybecker, Domingo P. Such and Stephen A. Keen suggest how engagement letters may help steer clear of such issues.
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Family offices continue to multiply, and the number of industry professionals who provide services to them continues to grow. The genesis of family offices dates back hundreds of years; wealth management and the deployment of capital in its various forms have evolved with family offices to recognize financial, human, intellectual and spiritual capital management. Today, in addition to a president, a chief financial and investment officer and other executive family-centric officers, many

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