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genspring

June 24, 2011

The United States Securities and Exchange Commission has made its definition of “family office” more narrow, which some say could possibly force offices to lose clients or incur heavy costs to comply under the new rule.

The United States Securities and Exchange Commission has made its definition of “family office” more narrow, which some say could possibly force offices to lose clients or incur heavy costs to comply under the new rule.

According to a statement by SEC, private family offices will be exempt from regulations under the Dodd-Frank Wall Street Reform and Consumer Protection Act only if they advise family clients, do not project themselves as investment advisers and are completely controlled by the family.

March 1, 2008

With families spread across many timezones and cultures, offshore banks are adapting to cater for their complex needs. Rodrigo Amaral explains how some banks offer tailor-made services to suit families and that, despite recent news stories, secrecy is their top priority

With families spread across many timezones and cultures, offshore banks are adapting to cater for their complex needs. Rodrigo Amaral explains how some banks offer tailor-made services to suit families and that, despite recent news stories, secrecy is their top priority

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