March 12, 2023 Bank Failure: Background and Issues to Consider January 4, 2023 Memo to Clients 2023 – Annual Reminders June 15, 2022 How to Convert a Private Fund Manager Into a Family Office interview & checklists March 14, 2022 Converting a Private Investment Fund Business into a Family Office: Issues to Consider February 4, 2022 Memo to Clients 2022 – Annual Reminders January 6, 2022 ICLG – ESG Law 2022: “U.S. Legal and Compliance Issues Relating to ESG for Private Fund Advisers” September 27, 2021 David E. Stutzman and Samuel Thomas were contributing authors for the ABA’s latest issue of Probate & Property September 15, 2021 Conversation Series with Sean O’Dowd, Managing Director and Family Business Advisor at Silvercrest Asset Management Group July 29, 2021 Seward & Kissel’s Tech Highlights January 21, 2021 ESG Spotlight Series: Sustainable Finance Disclosures Regulation (SFDR): Applicability for U.S. Managers March 24, 2020 PLANNING IN THE AGE OF CORONAVIRUS December 30, 2019 2019 Year-End and 2020 Planning December 13, 2018 New Structures for Family Offices December 12, 2017 Tax Reform May Change Treatment of Carried Interest October 4, 2017 Family Office as Investment Advisor under FINRA Rule 5131 Load more