Family offices are complicated because of the scope of services they deliver, the high number and complexity of entities they oversee and the staff they must manage. These complexities can open the door to liability.
In working with family offices and the executives who manage them, I’ve consistently been asked the following three questions relating to the executives’ roles as directors
All access premium subscription
Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.