Family Clients(for the purpose of Family Office Services Module)
Family clients include:
(a) A family member of a single family;
(b) Trusts for which the family members are beneficiaries;
(c) Any company, wholly owned (directly or indirectly) by, and operated for the sole benefit of, one or more family members;
Family members are those defined under the family definition. All family clients must also fall within the definition of accredited investors.
Added: October 2023