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The SEC’s new proposal could change private investments forever

The SEC’s new proposal could change private investments forever

Jan 07, 2020 Last year, the Securities and Exchange Commission (SEC) proposed amendments to the definition of “accredited investor” and the definition of “qualified institutional buyer” that would expand the list of people and institutions currently capable...

The SEC’s new proposal could change private investments forever

The SEC’s new proposal could change private investments forever

Jan 07, 2020 Last year, the Securities and Exchange Commission (SEC) proposed amendments to the definition of “accredited investor” and the definition of “qualified institutional buyer” that would expand the list of people and institutions currently capable of investing in the private capital markets. That may impact asset valuations and liquidity for family office and institutional assets across the board.

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

Dec 5. 2019 Wealthy investors and family offices that have real estate in the Cayman Islands could see the value of their holdings readjusted as property investment rules and financial regulations are tightened. The largest of the islands in the British overseas terri...

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

Dec 5. 2019 Wealthy investors and family offices that have real estate in the Cayman Islands could see the value of their holdings readjusted as property investment rules and financial regulations are tightened.

Impact of Tax Act on U.S. Top Tier Real Estate

Impact of Tax Act on U.S. Top Tier Real Estate

Oct 30. 2019 Family offices and private investors have been grappling with a steadily declining luxury and prime real estate market across the U.S. While this downturn has been driven by a number of factors, the 2017 Tax Cuts and Jobs Act could be partially responsibl...

Impact of Tax Act on U.S. Top Tier Real Estate

Impact of Tax Act on U.S. Top Tier Real Estate

Oct 30. 2019 Family offices and private investors have been grappling with a steadily declining luxury and prime real estate market across the U.S. While this downturn has been driven by a number of factors, the 2017 Tax Cuts and Jobs Act could be partially responsible, according to experts.

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Sept 5. 2019 Family offices and family businesses in Canada are allowed to play by an enviable set of tax rules that make selling a family business or planning for succession exceptionally streamlined. Re...

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Sept 5. 2019
Family offices and family businesses in Canada are allowed to play by an enviable set of tax rules that make selling a family business or planning for succession exceptionally streamlined.

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

Aug 29. 2019
U.S. family offices and institutional investors have had to bear the brunt of the Foreign Account Tax Compliance Act (FATCA) since 2010. However, the success of FACTA has inspired other jurisdictions to implement similar policies in recent years. The latest piece of legislation is the Mandatory Disclosure Rules introduced by the European Union last year.

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

Tara Ferris, Principal in the Financial Services Office of Ernst & Young Aug 29. 2019 U.S. family offices and institutional investors have had to bear the brunt of the Foreign Account Tax ...

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