Skip navigation
lybeckerfeb17

Avoid Ethical Pitfalls When Representing Family Offices

Martin E. Lybecker, Domingo P. Such and Stephen A. Keen suggest how engagement letters may help steer clear of such issues.

Family offices continue to multiply, and the number of industry professionals who provide services to them continues to grow. The genesis of family offices dates back hundreds of years; wealth management and the deployment of capital in its various forms have evolved with family offices to recognize financial, human, intellectual and spiritual capital management. Today, in addition to a president, a chief financial and investment officer and other executive family-centric officers, many

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish