(This post has been updated from its original version on Feb. 4, 2020, to reflect the SEC's adoption of amendments to the "accredited investor" definition.) Every four years, the Securities and Exchange Commission is required by the 2010 Dodd-Frank law to modify the rules protecting investors. The ... READ MORE >
family offices
How family offices and their portfolio companies might qualify for loans under the CARES Act
The CARES Act is a $2.2 trillion fiscal policy response to help American citizens and businesses struggling with the severe impact from the coronavirus pandemic. The law created several important programs to help provide liquidity to small and midsize businesses to cover payroll or other business ... READ MORE >
For family offices, coronavirus presents a new challenge, and chance to reposition
As the human and economic toll of the coronavirus mounts, no sector of the economy has been immune from the downturn, and this includes family offices. Like any industry sector, family offices are facing challenges in managing the crisis. For instance, employees working from home was uncommon in the ... READ MORE >
SEC brings clarity to accredited investors and family offices
Every four years, the Securities and Exchange Commission is required by the 2010 Dodd-Frank law to modify the rules protecting investors. The original protections were put in place in 1982, but with the relentless pace of change in innovation, technology and investment options, those rules may quickly ... READ MORE >
Family office direct investing is on the rise
According to a study by Campden Wealth, an independent research company, family offices manage about $4 trillion globally. That amount is growing as more families sell out of their founding businesses and, with the proceeds, look for opportunities in wealth preservation, philanthropic activities and ... READ MORE >