Family Office Structuring and Operating Pitfalls: Observations From the Field

Publisher: Family Office Monthly, Family Office Wealth Report

July 30, 2015

Day Pitney Author(s) R. Scott Beach

Scott Beach and Greg Kahn wrote the article, "Family Office Structuring and Operating Pitfalls: Observations From the Field," for Family Office Monthly and Family Wealth Report. The article discusses the requirements for family offices to avail themselves of the exclusion from registration with the SEC as an investment adviser under the Investment Advisers Act and certain structuring and operating mistakes that can potentially result in the loss of such exclusion for family offices.

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