Invitation to a conference call discussing new rules for family offices under Dodd-Frank, moderated by Thomas McGraw from The Advice Lab at J.P. Morgan, with panelists from Davis Polk & Wardwell LLP and Kozusko Harris Duncan. The call will cover which family offices are impacted, how they can qualify for the new exemption, and options if they do not qualify.
documents/EFTA01091803.pdf
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