7 More Family Office Resources:

• What is an Accredited Investor? Question: What is an Accredited Investor? Answer: Family office clients are almost always accredited investors; this is almost universally true because family offices are created to serve families with significant wealth and to be an ...
• Sophisticated Investor Family Office Definition: Sophisticated Investor Sophisticated Investor definition:  A sophisticated investor, similar to an accredited investor, meets certain qualifications of higher net worth or annual income amounts.  Sophisticated investors are also assumed to have ...
• Advanced Life Underwriting Family Office Definition: Advanced Life Underwriting Advanced Life Underwriting definition:  When insurance needs are large and complex, advanced life underwriting is the process of combining life insurance, estate planning, and business insurance.  Insurance professionals ...
• Accredited Investor Family Office Definition: Accredited Investor Accredited Investor definition:  An accredited investor meets certain qualifications of net worth or annual income amounts.  Complex investment opportunities (such as hedge funds or private placements) can often accept ...
• Profit Sharing Plan Family Office Definition: Profit Sharing Plan Profit Sharing Plan definition:  A profit sharing plan is a method for sharing business profits with employees by making discretionary contributions.  Profit sharing plans are defined contribution retirement ...
• Hedge Fund Family Office Definition: Hedge Fund Hedge Fund definition:  A hedge fund employs various hedging techniques to reduce exposure to market risk. A hedge fund manager's goal is to not be bound by the traditional ...
• Testamentary Trust Family Office Definition: Testamentary Trust Testamentary Trust definition:  A testamentary trust is created after a death. (As opposed to a living trust which is created during the grantor's lifetime.) Download our free Family Office Report to ...