7 More Family Office Resources:

• Concentrated Stock Family Office Definition: Concentrated Stock Concentrated Stock definition:  A concentrated stock position is when one equity holding becomes dominant and disproportionate percentage of an individual or family's portfolio.  The stock may have become concentrated ...
• Discounts for Lack of Marketability Family Office Definition: Discounts for Lack of Marketability Discounts for Lack of Marketability definition:  The discounts for lack of marketability (DLOM) applies to the valuation of closely-held stock.  The discount may range from around ...
• Stock Option Family Office Definition: Stock Option Stock Option definition:  A stock option gives the holder the right to buy or sell a stock for a specified price in the future.  Stock options can be transferred ...
• Employee Stock Option Plan Family Office Definition: Employee Stock Option Plan Employee Stock Option Plan definition:  ESOP is a type of retirement plan that allows employees (could be family members) to participate in business profits through the purchase ...
• Employee Stock Purchase Plan Family Office Definition: Employee Stock Purchase Plan Employee Stock Purchase Plan definition:  ESPP is a type of plan that allows employees (could be family members) to participate in business profits through the purchase of ...
• Covered Call Family Office Definition: Covered Call Covered Call definition:  A covered call (also known as buy-write) is a strategy for stocks that are expected to have little price movement.  A covered call provides income to ...
• Call Option Family Office Definition: Call Option Call Option definition:  A Call Option gives the holder the right to buy a stock at a specified strike price during the term of the option.  If the stock price ...