7 More Family Office Resources:

• Guardian Family Office Definition: Guardian Guardian definition:  A guardian is appointed to care for minors (up to age 18 or 21 depending on the state of residence) or disabled persons. Download our free Family Office Report to ...
• Property Guardian Family Office Definition: Property Guardian Property Guardian definition:  While a guardian is appointed to care for minors (up to age 18 or 21 depending on the state of residence) or disabled persons, the property ...
• Long-Term Care Insurance Family Office Definition: Long-Term Care Insurance Long-Term Care Insurance definition:  Long-term care insurance policies provide protection for family members that need assistance due to illnesses, disabilities, or later in life with longer life expectancies.  ...
• Special Needs Trust Family Office Definition: Special Needs Trust Special Needs Trust definition:  A special needs trust is established to care for a disabled person.  The beneficiary cannot have any control over the assets or directly receive ...
• Asset Class Family Office Definition: Asset Class Asset Class definition:  An Asset Class is a classification or grouping of securities with similar risk and reward characteristics, such as small cap vs. large cap companies, foreign vs. domestic ...
• Children’s Trust Family Office Definition: Children's Trust Children's Trust definition:  A children's trust is established to care for minors (up to age 18 or 21 depending on the state of residence). Download our free Family Office Report to ...
• Tenancy by Entirety Family Office Definition: Tenancy by Entirety Tenancy by Entirety definition:  When property is owned jointly by a married couple and upon death, the property rights of the deceased are transferred to the spouse.  Similar ...