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The SEC’s new proposal could change private investments forever

The SEC’s new proposal could change private investments forever

Jan 07, 2020 Last year, the Securities and Exchange Commission (SEC) proposed amendments to the definition of “accredited investor” and the definition of “qualified institutional buyer” that would expand the list of people and institutions currently capable of investing in the private capital markets. That may impact asset valuations and liquidity for family office and institutional assets across the board.

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

Dec 5. 2019 Wealthy investors and family offices that have real estate in the Cayman Islands could see the value of their holdings readjusted as property investment rules and financial regulations are tightened.

Impact of Tax Act on U.S. Top Tier Real Estate

Impact of Tax Act on U.S. Top Tier Real Estate

Oct 30. 2019 Family offices and private investors have been grappling with a steadily declining luxury and prime real estate market across the U.S. While this downturn has been driven by a number of factors, the 2017 Tax Cuts and Jobs Act could be partially responsible, according to experts.

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Sept 5. 2019
Family offices and family businesses in Canada are allowed to play by an enviable set of tax rules that make selling a family business or planning for succession exceptionally streamlined.

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

Aug 29. 2019
U.S. family offices and institutional investors have had to bear the brunt of the Foreign Account Tax Compliance Act (FATCA) since 2010. However, the success of FACTA has inspired other jurisdictions to implement similar policies in recent years. The latest piece of legislation is the Mandatory Disclosure Rules introduced by the European Union last year.

How Divorce Among the Wealthy Differs

How Divorce Among the Wealthy Differs

July 12 2019
The grueling process of dividing assets between a divorcing couple often involves an army of lawyers, paperwork and proceedings. That’s not to mention the mental agony and emotional turmoil of an extended legal dispute with a former loved one.

News Roundup

News Roundup

Shannon Kennedy Image Credit: Source - Bank of Montreal June 24 - 28. 2019
Deals and Investments ● Wildcat Capital Management, the New York-based family office of private equity house TPG founde...

Why and How Family Offices Need to Manage Their Digital Reputation

Why and How Family Offices Need to Manage Their Digital Reputation

June 15 - 21. 2019
The digital age has created an increasing area of risk that family offices need to address. Although family offices have traditionally been highly secretive and private, a few factors could compel them to manage their brand and maintain an online presence.

International Reporting Standards Tighten The Noose On Family Office Offshore Investments

International Reporting Standards Tighten The Noose On Family Office Offshore Investments

May 27 - 31. 2019
A global move towards transparency and information sharing has made it difficult for family offices to invest beyond their borders. A growing number of multilateral tax regulations have magnified the compliance burden and reduced privacy for families across the world.

Are Family Offices the New Trust Funds?

Are Family Offices the New Trust Funds?

April 29 - May 03. 2019
The emerging dynamic of lower corporate rates and higher individual tax rates could make family investment companies or family offices more appealing than trust funds for the ultra wealthy. According to research from the University of Colorado, family trust funds and other similar structures have been around since the pre-Christian Roman era. Trusts have helped wealthy families preserve and methodically distribute capital for centuries. However, the growing scrutiny of wealth in an increasingly unequal society is placing trust funds and their beneficiaries at the center of a political battleground.

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