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October 2015 Archives

Massachusetts Registered Investment Adviser Charged with Fraud

RoundIcons-Free-Set-11Family Endowment Partners, L.P. (“FEP”), a Massachusetts registered investment adviser,  and its owner Lee Dana Weiss (“Weiss”) have been accused of violating the antifraud provisions of the federal securities law and related Securities and Exchange Commission (“SEC”) antifraud rules. Furthermore, the SEC alleges that FEP and Weiss aided and abetted violations of SEC rules related to custody of client assets and failure to disclose material facts.

JLG Succession Planning Checklist

RoundIcons-Free-Set-55Succession planning, particularly related to retirement planning, transitioning to a new business model, or merging with a new team, can be complicated. JLG has created the following checklist to assist you  navigate through various considerations. 
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San Diego, CA 92101

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