Whether you are establishing a new family office or ensuring compliance for an existing one, navigating the Family Office Rule under the Investment Advisers Act can be complex.

As part of our Family Office Tax Webinar Series, this webinar featured McDermott’s Corporate and Family Office Groups discussing the key provisions of the Family Office Rule, providing insights and strategies to help family offices maintain their exempt status, minimize compliance risk, and inform strategic planning.

Key Topics:

• Regulatory Framework: Requirements under the Family Office Rule to qualify for exclusion from regulation under the Investment Advisor Act.
• Eligibility Criteria: Definitions for who qualifies under the rule and common pitfalls.
• Practical Implications: Impact on day-to-day operations and best practices for maintaining compliance.
• Strategic Planning: Long-term implications and strategies for aligning with the rule while maximizing investment opportunities.

Access to the webinar replay is by invitation only. Interested in our exclusive insights for family office leaders? Get in touch to learn more.