In the News

11/2011

Single Family Office Exemption from Registration as Investment Adviser

  • picture of Jennie Cherry
    Jennie Cherry
  • picture of Miles Padgett
    Miles Padgett

It is not unusual for international family clients to handle the investment of their wealth personally. The family office is often established, and hires staff, with the express goal of investment management. November 17, 2011. Download

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