Overview
Whether you are establishing a new family office or ensuring compliance for an existing one, navigating the Family Office Rule under the Investment Advisers Act can be complex.
The next webinar in our Family Office Tax series features McDermott’s Corporate and Family Office Groups breaking down the key provisions of the Family Office Rule. Gain critical insights and strategies to help your family office maintain its exempt status, minimize compliance risk, and inform strategic planning.
Key Topics:
- Regulatory Framework: Requirements under the Family Office Rule to qualify for exclusion from regulation under the Investment Advisor Act.
- Eligibility Criteria: Definitions for who qualifies under the rule and common pitfalls.
- Practical Implications: Impact on day-to-day operations and best practices for maintaining compliance.
- Strategic Planning: Long-term implications and strategies for aligning with the rule while maximizing investment opportunities.
