GateSource HR provides family office recruitment services in North and South America. Family offices provide private wealth management services to high-net-worth families. Services provided may include investment management, estate and tax planning, financial planning and even concierge services. Additional responsibilities of family offices may include educating the next generation in handling and managing the family wealth. Family offices may be single family or multi family.
The Securities Exchange Commission excludes family offices from the Advisors Act by providing a specific definition. To be considered a family office that qualifies for the exclusion, family offices must: (1) provide investment advice only to “family clients”; (2) be wholly owned by family clients and exclusively controlled by family members/family entities; and (3) not hold itself out to the public as an investment adviser.
GateSource HR can assist you in recruiting the best professionals to staff your family office and secure the financial wealth of your family.
