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What is a family office?
What is a family office?
Updated over a week ago

Exploring family offices: Investment perspectives

In general, family offices are entities established by wealthy families to manage their wealth, plan for their families’ financial future, and provide other services to family members. Specifically, “family office” is defined under the Investment Advisers Act of 1940 as a company that:

  • has no clients other than family clients

  • is wholly owned by family clients

  • is exclusively controlled by one or more family members and/or family entities; and

  • does not hold itself out to the public as an investment adviser

For additional information about family offices, please see the SEC’s “family office rule” here.

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