7 More Family Office Resources:

• Real Rate of Return Family Office Definition: Real Rate of Return Real Rate of Return definition:  Real rate of return is a performance measure that accounts for annual inflation.  Nominal returns are most frequently quoted to consumers, but ...
• Interest Rate Risk Family Office Definition: Interest Rate Risk Interest Rate Risk definition:  Interest rate risk refers to the volatility in interest rates over a length of time. For example, an investor can purchase a ten-year bond ...
• Fixed Annuity Family Office Definition: Fixed Annuity Fixed Annuity definition:  A fixed annuity pays a guaranteed fixed payment to the account holder for life.  The rate of return is usually a low or below market rate. Download ...
• Income Tax Family Office Definition: Income Tax Income Tax definition:  Income taxes are assessed on estates producing annual income over the basic income exclusion amount, similar to individuals.  The executor of the estate files an income ...
• Tax-Exempt Investments Family Office Definition: Tax-Exempt Investments Tax-Exempt Investments definition:  Tax-exempt investments include municipal bonds. Tax-exempt status is also granted to some charities and religious groups.  High-income individuals may earn a greater after-tax return on lower ...
• Tax-Deferred Account Family Office Definition: Tax-Deferred Account Tax-Deferred Account definition:  Tax-deferred accounts include IRAs, deferred annuities, and 401(k) plans. Tax-deferred accounts benefit from tax-free growth until withdrawals are made. The ideal use of tax-deferred accounts is ...
• Alpha Family Office Definition: Alpha Alpha definition:  Alpha refers to the contribution of active management to an investment's total return.  Alpha may be positive or negative in excess of a passive market index's return.  While ...