7 More Family Office Resources:

• Family Statement Family Office Definition: Family Statement Family Statement definition:  A family statement in a will names the testators family members. Download our free Family Office Report to learn more about the family office industry. Read more Family Office ...
• Investment Policy Statement Family Office Definition: Investment Policy Statement Investment Policy Statement definition:  The investment policy statement outlines the objective and constraints for investment management, tailored to a specific client. It addresses responsible parties and roles, risk ...
• Self-Proving Family Office Definition: Self-Proving Self-Proving definition:  Self-proving is a statement in a will allowing the estate to go to probate without the physical presence of the witnesses in court. Download our free Family Office Report to ...
• Exordium Clause Family Office Definition: Exordium Clause Exordium Clause definition:  An exordium clause is the introductory statement in a will which names the individual testator, the purpose of the document as a will, and revokes all ...
• Non-Contestability Clause Family Office Definition: Non-Contestability Clause Non-Contestability Clause definition:  A non-contestability clause is a statement in a will which penalizes any beneficiaries that challenge the will by reducing or eliminating their portion of the estate. Download ...
• Fiduciary Powers Clause Family Office Definition: Fiduciary Powers Clause Fiduciary Powers Clause definition:  A fiduciary powers clause is a statement in a will outlining the powers of the named fiduciaries. Download our free Family Office Report to learn more ...
• Wash-Sale Rule Family Office Definition: Wash-Sale Rule Wash-Sale Rule definition:  When the same (or identically similar) security is sold and purchased within 30 days, the wash-sale rule applies.  Any wash-sale losses are not deductible and are ...