David Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC’s new definition of family offices and explains what a good compliance policy should look like.
What can wealthy private investors and their financial advisers learn from a largely unknown but gigantic Norwegian sovereign wealth fund? According to "Yale Versus Norway," a white paper published earlier this month by Greycourt, an independent investment adviser serving wealthy families and select institutions, the Government Pension Fund Global, as the Norwegian fund is officially known, may be more "simpatico" with family investors than the so-called Yale Model of endowment investing.
In a region that is dominated by family enterprises, wealth managers and trust service providers must focus on the often overlooked challenges of family governance.
We are just two months shy of the deadline for the SEC’s new rules on family offices, which could shake up the way the ultra wealthy manage their affairs and prompt some consolidation in the industry.
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