greenefeb17

A U.S. Federal Securities Law Primer

Nathan J. Greene suggests how you can help family offices consider their responsibilities.

An investment organization dedicated to managing a family’s wealth is often referred to as a “family office.” While the term encompasses enterprises that vary widely in scope and business models, I’ll focus on the rights and responsibilities of an organization serving a single family, large enough to require professional staff and subject to U.S. jurisdiction because of U.S. family members or staff. 

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish