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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.

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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