- The space isn't well understood, particularly for a segment that's grown in visibility in recent years.
- The US Securities and Exchange Commission defines a family office as entities affluent families establish to manage their wealth and provide services like tax and estate planning to family members.
- Carly Doshi, the head of philanthropy and family governance at HSBC's private bank for the Americas, spoke with us about family offices and how she's advising her client base.
- "It's almost meaningless for me to tell you — 'this is what a family office does.' It's more important for you to come back to me," Doshi told us in a recent interview.
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