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Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Evan Stone, partner and member of our Fund Formation and Investment Management group, for a 10-minute interview to discuss the relationship between investment professionals and family offices.
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Brian Lucareli,
director of Foley Private Client
Services (PCS) and co-chair of the Family Offices
group, sits down with Evan Stone, partner
and member of our Fund Formation and
Investment Management group, for a 10-minute interview to
discuss the relationship between investment professionals and
family offices. During this session, Evan shares insights into
typical family office structures, operational challenges, and the
regulatory implications when a family office fails to maintain its
independence and acts as a commercial advisor.
The content of this article is intended to provide a general
guide to the subject matter. Specialist advice should be sought
about your specific circumstances.
