Family Office Insights: The Family Office Rule Under the Investment Advisers Act

    View Authors June 2017

    Our global Family Office cross-practice team is pleased to present the next installment in our Family Office Insights series. “The Family Office Rule Under the Investment Advisers Act” is authored by our Cleveland-based colleagues Karina Abolina and Amy Gilbert, and offers insight into the impact of the Investment Advisers Act of 1940 on family offices. Specifically, the article explores why family offices may, as a result of giving investment advice, fall within the purview of the Advisers Act and, thus, must fit their ownership and investment process within the parameters of the Family Office Rule.

    We hope that you find this perspective thought provoking and we look forward to keeping you up to date on key issues and trends affecting family offices around the globe, today and in the future.

    Please contact your principal lawyer or lawyers listed in this publication for additional information or for help on these matters from our global Family Office Services team.