Tips to Prevent and Mitigate Fraud in the Family Office

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Lawyers often have expressed or implied fiduciary oversight responsibilities in connection with the "family office" of wealthy individuals, families and private foundations. The term "family office" is commonly used to refer to financial services needed by or provided to wealthy or aging families. Services typically include property management, investment management, bill paying, accounting and household payroll, tax preparation and planning, family governance, philanthropy coordination and succession planning.

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Published In: Business Organization Updates, Criminal Law Updates, Professional Practice Updates, Tax Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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