FOX members have access to the most benchmark in the investment business: the performance of other family offices. That is one of the benefits of participating in the annual FOX Global Investment Survey.
Family offices have now cleared three hurdles in the regulatory actions considered as a result of the Dodd-Frank repeal of the SEC’s old system for exempting family offices from regulation. If they fulfill three basic qualifications established by the SEC, they can avoid registering as investment advisors with the SEC and avoid registering as a commodity pool operator (CDO) and a commodity trading advisor (CTA) with the CFTC.
In a very encouraging development, the SEC has indicated that they intend to grant exemptions from the strict definition of “family” in the Family Office Rule to...
The Private Wealth Management Survey is conducted annually by FOX and The University of Chicago Booth School of Business and samples alumni of Chicago Booth’s Pr...