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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. 

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