Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Kay Gordon, partner, and member of our Fund Formation and Investment Management practice group, for a 10-minute interview to discuss family investments. During this session, Kay explained which are the structures utilized for family investments, the benefits of using external, as opposed to internal, management, and what are some of the legal considerations for retaining internal and/or external managers.
Author(s)
Related Insights
April 6, 2026
Foley Viewpoints
NAIC Spring 2026 Meeting Update: Pharmacy Benefit Management (PBM) (D) Working Group
Summary and Takeaways The Pharmacy Benefit Management (PBM) Working Group is moving toward a more robust, standardized PBM examination…
April 6, 2026
Foley Viewpoints
NAIC Spring 2026 Meeting Update: The Property and Casualty Risk-Based Capital (E) Working Group and the Catastrophe Risk (E) Subgroup
Summary and Takeaways The working group and catastrophe subgroup advanced multiple Risk Based Capital (RBC) initiatives, including…
April 6, 2026
Foley Viewpoints
NAIC Spring 2026 Meeting Update: Life Risk-Based Capital (E) Working Group
Summary and Takeaways The Life Risk-Based Capital (E) Working Group is considering Proposal 2025-16-L MOD on collateral loans, which…