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The US Securities and Exchange Commission has published a list of questions and answers to help family offices understand if and how they could be affected by the Dodd-Frank Act.
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Single family offices in the US and Europe were largely well prepared to ride out the financial crisis of 2008 and the subsequent difficult market environment, making very few strategic changes to their asset allocation.
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Wealthy people are failing to make their financial advisers fully aware of their goals, leaving them at risk of incomplete or ineffective advice, new research shows.
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Single family offices are increasingly offering security services as a globalised economy, technological advancements and the emergence of social media add to the challenges the ultra-wealthy face, according to a family office expert.
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