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DTSTAMP:20260404T174235Z
DTSTART:20260416T210000Z
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ORGANIZER;CN=Adele Hogan:MAILTO:ahoganone@gmail.com
SUMMARY:THE FENG: How to Set Up an SEC Registered Advisor for Family Offices and Investor Advisory Firm
LOCATION:Zoom
DESCRIPTION:How to Set Up an SEC Registered Advisor for Family Offices and Investor Advisory Firm&nbsp;James Rudolph and Rob Schett from Castfirm willl provide an overview on how they started Castfirm after successful banking careers to service Family Offices and Investors.&nbsp; This willl include a discussion of the three arms of their business and the regulatory/compliance turnkey firm they are using.&nbsp; The emphsis will be on strategy to extend careers.&nbsp; Adele Hogan will provide legal and regualtory SEC best practices insights, time permitting.&nbsp;Bios&nbsp;James Rudoph -&nbsp;https://www.linkedin.com/in/james-v-rudolph-0a933970/&nbsp;Rob Schetty -&nbsp;https://www.linkedin.com/in/rschetty/
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