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BLG Monthly Update

  • Borden Ladner Gervais LLP
  • -
  • Argentina, Australia, Canada, United Kingdom, USA
  • -
  • December 19 2012

The BLG Monthly Update is a digest of recent developments in the law which Neil Guthrie, our National Director of Research, thinks you will find

French Parliament recently enacts legislation for tax and disclosure obligations on trusts: France's version of FATCA

  • Fox Rothschild LLP
  • -
  • USA
  • -
  • March 20 2012

Legislation passed by the French Parliament in July 2011 imposes a new set of tax and disclosure obligations on trusts which have some connection to France

Recent developments for the fourth quarter 2011

  • Baker & McKenzie
  • -
  • Canada, China, Denmark, European Union, France, Germany, Ireland, Italy, Japan, Netherlands, Switzerland, United Kingdom, USA
  • -
  • March 15 2012

The end of the year and beginning of a new year is always a busy time for us, as it is for most of our clients

Many “family offices” may have to restructure or register as investment advisers

  • Lathrop & Gage LLP
  • -
  • USA
  • -
  • July 28 2011

Many “family offices” provide investment advice by managing assets for wealthy families and their friends, as well as distant relatives and affiliated not-for-profits, foundations, or pension plans

SEC adopts rule under Dodd-Frank defining “family offices”

  • Herrick Feinstein LLP
  • -
  • USA
  • -
  • July 27 2011

The Securities and Exchange Commission (the “SEC”) has adopted a new rule to define “family offices” to be exempt from registration under the Investment Advisers Act of 1940 (the “Advisers Act”

SEC proposes “family office” definition

  • Herrick Feinstein LLP
  • -
  • USA
  • -
  • November 17 2010

On October 12, 2010, the SEC proposed Rule 202(a)(11)(G)-1 to define "family offices," which will be excluded from the definition of "investment adviser" under the Investment Advisers Act of 1940, as amended, and invited comment

SEC proposes rule defining “family office”

  • Ropes & Gray LLP
  • -
  • USA
  • -
  • November 12 2010

The Dodd-Frank Wall Street Reform and Consumer Protection Act excludes "family offices" (as defined by the SEC) from the definition of investment adviser under the Investment Advisers Act

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