The SEC has adopted all the amendments of the accredited investor definition. Family offices and family office clients that meet this standard will be able to invest in the private markets, including private equity, venture capital and hedge funds. … READ MORE >
family offices
How family offices and their portfolio companies might qualify for loans under the CARES Act
Some family offices might be classified as a small business under the Small Business Administration. And they could be eligible for loans under the CARES Act. … READ MORE >
For family offices, coronavirus presents a new challenge, and chance to reposition
Like any industry sector, family offices are facing challenges in managing the coronavirus crisis, but they also have the opportunity to prepare for the eventual rebound. … READ MORE >
SEC brings clarity to accredited investors and family offices
In an effort to bring clarity to what constitutes a family office and how it can operate, the SEC in December approved a measure that would streamline the definition of who can invest in these investments, known as the accredited investor. … READ MORE >
Family office direct investing is on the rise
The amount of wealth managed by family offices continues to grow as more families sell out of their founding businesses. Direct investing by these offices have grown more than 100% in the last 10 years. … READ MORE >