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
November 13, 2025
Events
Shaping Tomorrow: Industry Trends Through Legal, Financial, and Economic Lenses
On September 13, Foley senior counsel Charles Gass will speak on the panel “Shaping Tomorrow: Industry Trends Through Legal, Financial, and Economic” during the Colorado Ambulatory Surgery Center Association’s (CASCA) Annual Conference & Trade Show. Gass is also CASCA’s general counsel.
July 17, 2025
Foley Viewpoints
Tricky Compliance Issues for Companies When an Executive Terminates Employment: Stock Options, Restricted Stock, and Other Equity Incentive Awards
Executive employment relationships are rarely permanent. When an executive or other senior-level employee terminates employment,…
July 17, 2025
Health Care Law Today
One Big Beautiful Bill: Slashed Budgets Will Disrupt the Medicaid Program
The new federal budget law, the One Big Beautiful Bill Act (the Act), enacted on July 4, 2025, makes dramatic changes to the Medicaid…