Keeping Family Trust
By Mary Rowland
Financial Advisor, June 1, 2011
In October 2010, Ned Johnson, the CEO of Fidelity Investments in Boston, moved his family office–Crosby Advisors–three miles across the state border to Salem, N.H. His may be one of many such moves when family offices across the country discover how the Dodd-Frank law will limit their freedom.
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