7 More Family Office Resources:

• Asset Allocation Family Office Definition: Asset Allocation Asset Allocation definition:  Asset Allocation is the practice of diversifying investable dollars among asset classes with different correlations to reduce the volatility of performance of the entire portfolio.  Individual asset ...
• Strategic Asset Allocation Family Office Definition: Strategic Asset Allocation Strategic Asset Allocation definition:  Strategic asset allocation is the porfolio mix that is selected to accomplish a specific risk/reward balance and goal. The porfolio is periodically rebalanced back ...
• Safe Asset Family Office Definition: Safe Asset Safe Asset definition:  A safe asset carry no increased likelihood of a lawsuit (examples include, stocks, bonds, and bank accounts).  Safe assets should not be commingled with dangerous assets ...
• Dangerous Asset Family Office Definition: Dangerous Asset Dangerous Asset definition:  A dangerous asset carries more risk of injury or damage (examples include, commercial real estate, motor vehicles, and construction equipment).  Dangerous assets should not be commingled ...
• Tactical Asset Allocation Family Office Definition: Tactical Asset Allocation Tactical Asset Allocation definition:  Tactical asset allocation is an active management strategy which temporarily adjusts the portfolio's targeted asset allocation for anticipated market opportunities or avoidance of anticipated ...
• Inflation Risk Family Office Definition: Inflation Risk Inflation Risk definition:  Inflation risk refers to the power of inflation to erode the real purchasing power of cash or an asset. If the return on an asset does ...
• Liquidity Risk Family Office Definition: Liquidity Risk Liquidity Risk definition:  Liquidity risk refers to the inability to convert an asset to cash due to selling restrictions or limited market for the asset. Download our free Family Office ...