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Investment Adviser › Family Businesses

Skadden, Arps, Slate, Meagher & Flom LLP

SEC Proposes Amendments To Expand Accredited Investor Definition

Skadden, Arps, Slate, Meagher & Flom LLP on

On December 18, 2019, the Securities and Exchange Commission (SEC) proposed amendments to expand the definition of “accredited investor” in Rule 501(a) of Regulation D. The proposed amendments would allow more investors to...more

Troutman Pepper

Exit Planning: Family Offices Need Solid Foundations

Troutman Pepper on

Private foundations can be attractive investment partners, but deals need to be structured with the exit in mind to avoid some tricky tax issues. Family office investment vehicles typically have a diverse pool of...more

Perkins Coie

Family Offices Exempt From Registration as Commodity Trading Advisors

Perkins Coie on

Family offices have existed for over a century and have been formed to implement very important, complex objectives, including investment management, corporate succession, estate, gift, and income tax planning, and charitable...more

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