Family client definition

Family client means all of the following:
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Family client whose prospective investment in the securities offered is directed by such “family office”.
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Family client means a current or former family member or Key Employee; any non-profit organization, charitable trust (including charitable lead trusts and charitable remainder trusts whose only current beneficiaries are other Family Clients and charitable or non-profit organizations), or other charitable organization, in each case exclusively funded by one or more other Family Clients; any estate planning vehicle of such family client; any irrevocable trust in which the sole beneficiaries or the sole grantors are other Family Clients; any trust in which each trustee is a Key Employee and each grantor is a Key Employee and/or such Key Employee’s current or former spouse or spousal equivalent; and any company wholly owned (directly or indirectly) by, or operated for the sole benefit of, one or more other Family Clients.
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Examples of Family client in a sentence

  • Assessment of Infobuzz Family (client) evaluation forms 2.2 Evaluation framework‌ An evaluation framework was established in order to map out and monitor respective elements of the programme so as to operationalise the evaluation in real terms.

  • In one case a school social worker was left working with a difficult Child, Youth and Family client on her own, on behalf of Child, Youth and Family, but without their supports.

  • It is undisputed that Dean did not have authority directly from any of the Chavez Family to send this settlement letter; instead, Dean relied upon Watson of R&W to obtain authority from each of the client members of the Chavez Family to the settlement set forth in the Dean Letter.The only Chavez Family client that Watson discussed the 2010 settlement with was Luz, in one phone call on September 28, 2010.

  • Family client definition includes: a family member, former family member, key employee, nonprofit or charitable trust solely funded by one or more family clients.

  • Id. ¶ 26.On August 8, 2019, a Marion Family client told staff that he would schedule his next appointment at Tam’s Fairhaven location.

  • Another family member such as aunt/uncle, grandfather, older sibling could provide a strong positive relationship. Community Support outside of the Family: client has a supportive relationship outside the family (e.g., teacher, neighbour, elder, coach, friend, client leader, minister).

  • Reflecting the complicated movement patterns / behaviours of the various Games Family client groups across the full GRN network and associated venues, transport hubs and accommodation clusters, a full and unique 24 hour modelling period was required for each day of the Games (including night time servicing / logistics vehicles).

  • Commissioner Edwards announced an appearance of a conflict of interest for the following reason, as stated in a Memorandum of Voting Conflict filed in the Clerk's Office: "A measure came or will come before my agency which inured to the special gain or loss of Ficquette Family, client of Foley, by whom I am retained.

  • The cultural competence of the Fairfield County ADAMH Board’s provider network is measured by consumer responses to the adult (MHSIP) and family (Youth Satisfaction Survey – Family) client satisfaction survey question: there is a specific question that asks about the cultural competence of staff.

  • On September 19, 2019, staff asked a long-time Marion Family client if she wanted to schedule her next appointment and were told that Tam had already made her an appointment, though it was not with Marion Family.


More Definitions of Family client

Family client. (as defined in Rule 202(a)(11)(G)-1 under the Investment Advisers Act) of a family office meeting the requirements in (l), whose prospective investment is directed by such family office.
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Family client means (i) a current or former family member (as defined below) or current or former key employee (as defined below); (ii) any non-profit organization, charitable trust (including charitable lead trusts and charitable remainder trusts whose only current beneficiaries are other Family Clients and charitable or non-profit organizations), or other charitable organization, in each case exclusively funded by one or more other Family Clients; (iii) any estate planning vehicle of a current or former family member or key employee; (iv) any irrevocable trust in which the sole beneficiaries or the sole grantors are other Family Clients; (v) any trust in which each trustee is a key employee and each grantor is a key employee and/or such key employee’s current or former spouse or spousal equivalent; and (vi) any company wholly-owned (directly or indirectly) by, or operated for the sole benefit of, one or more other Family Clients. As used herein, a “family member” means all lineal descendants (including by adoption, stepchildren, foster children, and individuals that were a minor when another family member became a legal guardian of that individual) of a common ancestor (who may be living or deceased), and such lineal descendants’ spouses or spousal equivalents; provided that the common ancestor is no more than ten (10) generations removed from the youngest generation of family members. As used herein, a “key employee” means an executive officer, director, trustee, general partner, or person serving in a similar capacity at the Family Office or any employee (other than an employee performing solely clerical, secretarial, or administrative functions) who, in connection with his or her regular functions or duties, participates in the investment activities of the Family Office, provided that such employee has been performing such functions and duties for or on behalf of the Family Office, or substantially similar functions or duties for or on behalf of another company, for at least twelve (12) months.
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Family client means (i) any company wholly owned (directly or indirectly) exclusively by, and operated for the sole benefit of, one or more other family clients (as defined in Rule 202(a)(11)(G)-1 under the Advisers Act); provided that if any such entity is a pooled investment vehicle, it is excepted from the definition of “investment company” under the Company Act; and (ii) any non-profit organization, charitable foundation, or other charitable organization, in each case for which all the funding such foundation or organization holds came exclusively from one or more other family clients.
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Family client means an existing, prospective or former client described in subdivision
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Family client means any of the following persons:
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Family client means: (1) any family member; (2) any former family member; (3) any key employee; (4) certain former key employees; (5) any non-profit organization, charitable foundation, charitable trust (including charitable lead trusts and charitable remainder trusts whose only current beneficiaries are other family clients and charitable or non-profit organizations), or other charitable organization, in each case for which all the funding such foundation, trust or organization holds came exclusively from one or more other family clients;(6) any estate of a family member, former family member, key employee, or eligible former key employee;(7) any irrevocable trust in which one or more other family clients are the only current beneficiaries; (8) any irrevocable trust funded exclusively by one or more other family clients in which other family clients and non- profit organizations, charitable foundations, charitable trusts, or other charitable organizations are the only current beneficiaries; (9) any revocable trust of which one or more other family clients are the sole grantor;(10) certain other trusts; or (11) any company wholly owned (directly or indirectly) exclusively by, and operated for the sole benefit of, one or more other family clients; provided that if any such entity is a pooled investment vehicle, it is excepted from the definition of “investment company” under the 1940 Act. 17 CFR 275.202(a)(11)(G)-1(d)(4). Banking Entity RequirementsAs with the exclusion for customer facilitation vehicles, the exclusion incorporates certain conditions to “ensure that family wealth management vehicles are used for client-oriented financial services provided on arms-length, market terms, and to prevent evasion of the requirements of [the Volcker Rule].”14 Specifically, the banking entity (and their affiliates) must:  provide bona fide trust, fiduciary, investment advisory, or commodity trading advisory services to the family wealth management vehicle;  not, directly or indirectly, guarantee, assume, or otherwise insure the obligations or performance of the family wealth management vehicle;  provide the covered fund disclosures (although the content may be modified to prevent the disclosure from being misleading and the manner of disclosure may be modified to accommodate the specific circumstances of the family wealth management vehicle);  not acquire or retain, as principal, an ownership interest in the family wealth management vehicle, other than up to an aggregate of ...
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Related to Family client

  • Family caregiver means a relative by blood, marriage, or Adoption who lives with or is the primary Caregiver of the terminally ill Member.

  • Family child care home means a private home in which 1 but fewer than 7 minor children are received for care and supervision for compensation for periods of less than 24 hours a day, unattended by a parent or legal guardian, except children related to an adult member of the household by blood, marriage, or adoption. Family child care home includes a home in which care is given to an unrelated minor child for more than 4 weeks during a calendar year. A family child care home does not include an individual providing babysitting services for another individual. As used in this subparagraph, "providing babysitting services" means caring for a child on behalf of the child's parent or guardian if the annual compensation for providing those services does not equal or exceed $600.00 or an amount that would according to the internal revenue code of 1986 obligate the child's parent or guardian to provide a form 1099-MISC to the individual for compensation paid during the calendar year for those services.

  • Family violence means conduct as defined by S.7 of the Family Violence Act 2004.

  • Family child care provider means a person who: (a) Provides

  • Restricted Client means any person:

  • Family home or "family residence" means the location or portion of a location where the applicant and his or her family reside, and may include basements and attics. It does not include other structures that are separate from the home but are considered part of the overall premises, such as adjacent apartments, unattached basements in multi-unit buildings, unattached garages, and other unattached buildings.

  • Family or household member means (i) the person's spouse, whether or not he or she resides in the

  • Family or household members means spouses, domestic partners, former spouses, former domestic partners, persons who have a child in common regardless of whether they have been married or have lived together at any time, adult persons related by blood or marriage, adult persons who are presently residing together or who have resided together in the past, persons sixteen years of age or older who are presently residing together or who have resided together in the past and who have or have had a dating relationship, persons sixteen years of age or older with whom a person sixteen years of age or older has or has had a dating relationship, and persons who have a biological or legal parent-child relationship, including stepparents and stepchildren and grandparents and grandchildren.

  • Family leave means any leave taken by an employee from

  • Investment Client means (i) any investment company registered as such under the Investment Company Act, any series thereof, or any component of such series for which the Adviser acts as investment adviser; or (ii) any private account for which the Adviser acts as investment adviser.

  • Family day care home means a unit registered under Title 5, Subtitle 5 of the Family Law Article.

  • Family or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support.

  • Multi-family housing means a building or structure that is designed to house two (2) or more different households in separate housing Units which have full kitchen facilities including oven/range, refrigerator, kitchen sink with hot and cold water supply and food storage facilities and at least one (1) full bathroom facility(s), one (1) full bedroom and one (1) living area (including a combination thereof such as studio arrangements).

  • Foster family home means a private home in which children are placed for foster family care under supervision of the cabinet or a licensed child-placing agency;

  • Controlled Investment Affiliate means, as to any Person, any other Person, other than any Investor, which directly or indirectly is in control of, is controlled by, or is under common control with such Person and is organized by such Person (or any Person controlling such Person) primarily for making direct or indirect equity or debt investments in the Company and/or other companies.

  • Family of Investment Companies as used herein means two or more registered investment companies (or series thereof) that have the same investment adviser or investment advisers that are affiliated (by virtue of being majority owned subsidiaries of the same parent or because one investment adviser is a majority owned subsidiary of the other).

  • Retail Client means a client who is not a professional client;