We are a go-to firm for family offices requiring compliance expertise. We have built our firm to best serve our diverse family office client base, advising across all structures and geographies. Unlike hedge funds or private equity funds, family offices can largely avoid state and federal securities regulations by taking advantage of statutory exemptions. These exemptions reduce tedious reporting and due diligence obligations; they also allow family offices to retain privacy and a substantial level of control over their investments. We offer a unique approach to the maintenance of a smart family office infrastructure with sound compliance practices.
If you are a family office relying on the Family Office Rule, we can assist you follow best practices in regulatory compliance. We tailor solutions based on the specific situation and compliance needs of your firm.