United States
Editorial writing on United States from The Family Office Almanac.
2 articles
Editor's pick
The SEC sends its retail private markets proposal to the White House, performance fees included
A draft SEC rule reached the Office of Management and Budget on 31 August 2026. It would widen retail access to private markets through registered funds and rewrite the framework limiting performance fees to qualified clients.
Regulation
FinCEN ends beneficial ownership reporting for US entities
A FinCEN final rule issued on 11 August 2026 permanently exempts US companies and US persons from Corporate Transparency Act reporting, and deletes the data already filed. Foreign entities registered in a US state still report.
11 August 2026
Browse by topic
Structuring 25 Choosing advisers 21 Succession 20 M&A 17 Tax & residency 17 Governance 15 Investment 15 Private banking 13 Family office 11 Due diligence 11 Wealth Management 10 Operations 9 Family offices 8 Direct investing 8 Family dynamics 8 Multi-family office 6 Wealth Reports 5 Compliance 5 Regulation 5 Talent 5 United Kingdom 4 Risk 4 Tax 3 Opinion 3 Private Equity 3 Costs 3 Technology 3 Trustees 2 Cross-border 2 Security 2 United States 2 alternatives 2 investment strategy 2 Private markets 2 Trusts 2 Art & Passion Assets 2 Next generation 2 Private client 1 Legal 1 Reports 1 Rankings 1 Beneficial ownership 1 Research 1 hedge funds 1 performance data 1 UHNW 1 Cost of Living 1 Trustees & Fiduciaries 1 Private Client Law 1 survey 1 Staffing 1 Europe 1 Advisers 1 Activist Investing 1 Fees 1 People 1 Art & luxury assets 1 Residency 1 Middle East 1 Insurance 1 Investments 1 Family Office Technology 1 Estate Planning 1 Marketing 1 Setting up 1 Philanthropy 1 Family office basics 1
The newsletter
What we are reading about family offices
No noise, no selling. A measured take on what's moving across family offices and private wealth.