7 More Family Office Resources:

• Safe Asset Family Office Definition: Safe Asset Safe Asset definition:  A safe asset carry no increased likelihood of a lawsuit (examples include, stocks, bonds, and bank accounts).  Safe assets should not be commingled with dangerous assets ...
• Strategic Asset Allocation Family Office Definition: Strategic Asset Allocation Strategic Asset Allocation definition:  Strategic asset allocation is the porfolio mix that is selected to accomplish a specific risk/reward balance and goal. The porfolio is periodically rebalanced back ...
• Tactical Asset Allocation Family Office Definition: Tactical Asset Allocation Tactical Asset Allocation definition:  Tactical asset allocation is an active management strategy which temporarily adjusts the portfolio's targeted asset allocation for anticipated market opportunities or avoidance of anticipated ...
• Asset Allocation Family Office Definition: Asset Allocation Asset Allocation definition:  Asset Allocation is the practice of diversifying investable dollars among asset classes with different correlations to reduce the volatility of performance of the entire portfolio.  Individual asset ...
• 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 ...
• Tax-Efficient Asset Allocation Family Office Definition: Tax-Efficient Asset Allocation Tax-Efficient Asset Allocation definition:  Tax-efficient asset allocation refers to the practice by wealth managers to place more tax-efficient investments (such as long-term stock holdings) in taxable accounts and ...
• Inflation Risk Family Office Definition: Inflation Risk Inflation Risk definition:  Inflation risk refers to the power of inflation to erode the real purchasing power of cash or an asset. If the return on an asset does ...