7 More Family Office Resources:

• Top-Down Strategy Family Office Definition: Top-Down Strategy Top-Down Strategy definition:  Top-down investment strategy involves studying the broader economic conditions, financial environment, and market conditions before narrowing to specific investment sectors or companies. Download our free Family Office ...
• Exit Strategy Family Office Definition: Exit Strategy Exit Strategy definition:  An exit strategy prepares for the end of business ownership through a sale of the business, merger, or dissolving the business.  When no family members or ...
• Quantitative Strategy Family Office Definition: Quantitative Strategy Quantitative Strategy definition:  Quantitative strategy is based purely on statistics or mathematical calculations to identify anomalies or investment opportunities. A quantitative approach is highly disciplined and removes all human ...
• Long-Short Hedge Strategy Family Office Definition: Long-Short Hedge Strategy Long-Short Hedge Strategy definition:  Long-short strategy is a hedging practice where the investment manager chooses stocks that are believed to perform poorly and uses leverage to sell those ...
• Momentum Strategy Family Office Definition: Momentum Strategy Momentum Strategy definition:  Momentum strategy involves selecting investments based on trends and riding the performance momentum, assuming they will continue to follow the trend in the future. Momentum can ...
• Global Macro Hedge Strategy Family Office Definition: Global Macro Hedge Strategy Global Macro Hedge Strategy definition:  Global macro is a directional hedge strategy involving a top-down analysis of broad economic conditions, political and financial environments, and market conditions.  ...
• Distressed Debt Hedge Strategy Family Office Definition: Distressed Debt Hedge Strategy Distressed Debt Hedge Strategy definition:  Distressed debt is an event driven hedge strategy where investment managers are interested in companies that have been unfairly beaten down by ...