8h. IA - Multi Family Office Considerations Talk Group (CLOSED)
This talk group will explore the various nuances that family offices share and issues to consider when developing appropriate policies and procedures that address relevant risks and regulatory concerns. Discussion topics may include custody, privacy, disclosure, contracts, registration, exams, as well as third party relationships such as Business Managers or agents (to celebrities) and how they function in this space. Attendees are encouraged to share their experiences and learnings within this talk group.
This session is not eligible for continuing education credits. Seating is limited.
This session is closed to both regulators and members of the press.
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