Family Office Investments: Important Regulatory and Fiduciary Considerations

  • Date & Time
    -
  • Location

    Virtual and AFS Chicago
    233 S. Wacker Drive, Suite 7100

    Chicago, IL
  • Event Type
    Conference
  • Register Here
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Part Six of our Family Office University event series will be hosted in person in our Chicago offices (with a reception to follow) and will also be available for web viewing. Speakers include Chris Roman, Lynn Watkins, Jon Jurva, Dave Blickenstaff, Adam Diederich, 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? 

Take a look back at the recordings from past events here.

CLE: ArentFox Schiff LLP is an Accredited CLE Provider in CA and NY. The firm will submit application for accreditation in IL. CLE credit is pending in other applicable jurisdictions.

Contacts

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