KEY TAKEAWAYS Family offices provide a broad spectrum of private wealth management services to one or a small number of ultra-high-net-worth families. Besides financial services, family offices can provide various kinds of planning, charitable giving advice, concierge services, and other comprehensive services. An important responsibility a family office has is to educate next generations in […]
In the ever-evolving realm of cryptocurrencies, the present time is witnessing a profound shift. As the global landscape becomes increasingly aware of the potential and transformative power of digital currencies, we find ourselves at a crucial juncture where true cryptocurrency gurus and builders are poised to flourish. Amidst this wave of innovation, pioneers are stepping […]
Cardano, a leading blockchain platform, has faced scrutiny regarding its classification as a security. This article presents a compelling argument showcasing how Cardano successfully meets the criteria of the Howey Test while highlighting its functional ecosystem and utility. By examining the factors of the Howey Test and acknowledging Cardano’s thriving ecosystem, we can solidify its […]
The term “Family client“ means a current or former family member or Key Employee; any non-profit organization, charitable trust (including charitable lead trusts and charitable remainder trusts whose only current beneficiaries are other Family Clients and charitable or non-profit organizations), or other charitable organization, in each case exclusively funded by one or more other Family Clients; […]
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