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Not All in the Family: Navigating Securities Laws for Family Offices and Estate Planning

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Coursebook Papers:

The “Family Office Rule” and Investment Adviser Registration (10 pp) $29.00
By Ryan M. Harding

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Beneficial Ownership Reporting, Understanding the Accredited Investor and Qualified Purchaser Standards, and Other Issues Affecting Private Investments (20 pp) $29.00
By David Guin

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