Hot Topics: Family Offices in 2024

Family offices have long been exempted from the regulations and reporting requirements that govern asset managers in the United States.

However, several 2023 amendments to federal rules could indirectly affect how family offices invest and operate in 2024. In addition, changes in US tax law are also expected to impact the operations of many family offices.

Join us for an hourlong webinar on key issues and trends that will impact family offices in the coming year.

Topics will include:

• Gift and estate tax exemptions, including changes to the exemption coming in 2026
• Changes to the US Securities and Exchange Commission (SEC) Private Fund Adviser Rules
• Amendments to the SEC Names Rules and implications for environmental, social, and governance (ESG)–related funds and investments
• Family office investing in an employee stock owned company—the positives and negatives