Josh Stone, InHouseEsq.com – 7/28/2023 I’ve taken a quick look at the July 26th SEC Release: Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and […]
Category: Articles and Information
How to Consume Professional Services and Save Money by Josh Stone, InHouseEsq.com
A Guide for Business Owners, Wealthy Individuals and Family Offices I am proud to have an article I wrote published in HNW Guide, an exciting new online magazine. Thank you […]
Miami’s Own Mitch Ackles, Hedge Fund Association President, was interviewed by HF Alert
He speaks about funds relocating to Miami. Check it out if you are a subscriber. Also, join Hedge Fund Association or at least sign up to be notified of future […]
HNW Guide
Check out HNW Guide, for lots of articles and information of interest to high net worth individuals and businesses that target them. https://hnwguide.com/ There is a section dedicated to Miami. […]
Miami in the Summer – What’s Going On?
Residents of Miami often flee to cooler climates in the summer. It is also the slow season for events. As a result, it becomes more difficult for professionals to generate […]
Link to Article on U.S. Population Migration
The Pandemic Didn’t Upend US Geography Here is a link to a third party article on U.S. population changes and migration following the COVID pandemic: https://www.bloomberg.com/news/features/2023-04-14/three-years-into-the-pandemic-the-urban-exodus-was-overblown Three years after Covid […]
How Much for a Set of Fund Documents and How Fast Can You Get it Done?
I get calls all the time that start the same way. “How much do you charge for a set of fund documents?” Often, the caller will disclose that he or […]
Why Miami?
As the financial landscape continues to evolve, private funds are increasingly looking for locations that offer favorable business environments, including a vibrant financial sector and access to capital. Miami offers […]
U.S. Fund Marketing
FundsLawyer PLLC Allowing U.S. Persons to Invest in Your Fund A Guide for Non-U.S. Fund ManagersUpdated as of March 2023 Admitting U.S. investors into your fund structure comes with costs […]