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New SEC rule affects charitable organizations as clients of family offices

Quarles & Brady LLP
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USA
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August 22 2011

Many wealthy families have established family offices that provide various services to family members

Family offices

Morrison & Foerster LLP
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USA
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July 7 2011

On June 22, 2011, the SEC voted unanimously to adopt Rule 202(a)(11)(G)-1 under the Advisers Act, which provides an exemption from most provisions of the Advisers Act to certain family offices

Some not-for-profitexempt organizations may have FBAR filing obligations

Proskauer Rose LLP
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USA
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March 29 2010

U.S. taxpayers, including not-for-profitexempt organizations, with a financial interest in or signatory authority over a foreign financial account are generally required to file the Report of Foreign Bank and Financial Accounts, Form TD F 90-22.1 (FBAR) with the Department of the Treasury each June 30 if the aggregate value of all of the U.S. person’s foreign financial accounts exceeds $10,000 at any time during the year

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New SEC rule affects charitable organizations as clients of family offices

Family offices

Some not-for-profitexempt organizations may have FBAR filing obligations

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