Family Office 101, Part 6

Family Office Investments: Important Regulatory and Fiduciary Considerations
  • Date & Time
  • Location

    Chicago, Hybrid

  • Event Type
    Conference
  • Add to Calendar Disabled
Part six of our Family Office University event series will be hosted in person in our Chicago office (with a reception to follow) and will also be available for web viewing on November 13th.

Speakers include Thomas Abendroth, Christopher Roman, Lynn Watkins, Jon Jurva, David Blickenstaff, Adam Diederich, Nana Darkwa, and Kirstie Brenson.

Topics covered will include: 

  • Setting the stage and the Lender case.
  • Family office affiliated funds and regulatory considerations.
  • What information should family members be provided about trusts and their investments?

To watch a recording of this event, click here.

Contacts

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