02.2017 / 01.25.2017
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02.2017 / 01.25.2017
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Articles
Family offices continue to multiply, and the number of industry professionals who provide services to them continues to grow. The genesis of family offices dates back hundreds of years; wealth management and the deployment of capital in its various forms have evolved with family offices to recognize financial, human, intellectual and spiritual capital management. Today, in addition to a president, a chief financial and investment officer and other executive family-centric officers, many offices employ administrative and support staff, including in-house attorneys. Based on our experience in counseling in-house attorneys for family offices, we believe that such attorneys and the family office executive team should carefully consider ethical issues that may be inherent in their work to successfully serve important family relationships and manage various forms to capital. Click here to continue reading the article.
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