Who is a family client?
“Family clients” are family members (including spousal equivalents), former family [...]
What is a family office?
In general, family offices are entities established by wealthy families [...]
What is the difference between an investment and an asset?
All investments are assets but not all assets are investments. [...]
What is an investment?
An “investment” is an allocation of money or capital with [...]
What is an asset?
“Assets” are things that have value and that an individual [...]
Can anyone other than a “spouse” be included in the calculation of net worth or income under the Accredited Investor definition?
Yes. Joint income and assets may be included from “spousal [...]
Do non-U.S investors have to qualify as accredited investors as well?
Non-U.S. investors should review the standards for their home jurisdiction. [...]
What other kinds of entities qualify as Accredited Investors?
Other options for an entity to qualify as an Accredited [...]
What Entities are Accredited Investors?
For entity investors, the SEC defines an accredited investor as: [...]
What Individuals are Accredited Investors?
For individuals, accredited investors have historically been defined by the [...]
