Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX
From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel examines the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, priva...
Originating in English common law, trusts have been used for centuries to manage holdings of the wealthy. Even though trusts are quite common, many people may find them hard to understand. Having an introduction to the trust basics is a good place to begin and learn how trusts are used in wealth management plans to help provide financial support fo...
Historically, beneficiaries learned of wealth transfer plans only after the death of the grantor. However, this approach often leads to unanswered questions and, potentially, feelings of betrayal when expectations for future gifts are left unmet. There are several planning tools, including a Statement of Wealth Transfer (SOWTI), that can facilitate...
Many employers have begun using artificial intelligence (AI) tools supplied by third-party vendors. On May 18, 2023, the Equal Employment Opportunity Commission (EEOC) provided guidance indicating that, in its view, employers are generally liable for the outcomes of using selection tools to make employment decisions. Learn more about what tool...
Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day. Join Pat Soldano, Family Enterprise...
Single family offices should understand Lender Bagel structures and consider using them if they are not already. Knowledge of this structure has spread like wildfire since the landmark case, Lender Management LLC v. Comm’s. This article equips the reader with an understanding of the core principles of what Lender Bagel structures and how to investi...
In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.
The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...
The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...
The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...
The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...
The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...
The family enterprise provides a strategic framework for families to stay together and accomplish the shared goals of growing wealth and managing risks through the generations. Within the enterprise, the Private Trust Company (the PTC) provides a beneficial mechanism to support the enterprise and the family’s growth and development. In addition to ...