7 More Family Office Resources:

• Dollar Cost Averaging Family Office Definition: Dollar Cost Averaging Dollar Cost Averaging definition:  Dollar cost averaging is an investment strategy of smoothing out long term investment returns.  A set dollar amount is invested on a regular basis ...
• B-trust Family Office Definition: B-trust B-trust definition:  Same as an irrevocable credit shelter trust. A B-trust is the deceased person's share of an A/B trust.  See A/B trust for more information. Download our free Family Office ...
• Dower and Curtesy Family Office Definition: Dower and Curtesy Dower and Curtesy definition:  Dower and curtesy refers to the surviving spouse's right to not accept the amount provided by the deceased person's will and instead insist on ...
• A-trust Family Office Definition: A-trust A-trust definition:  Same as a revocable marital trust. An A-trust is the surviving spouse's share of an A/B trust.  See A-trust for more information. Download our free Family Office Report to learn ...
• Multiple Family Office Family Office Definition: Multiple Family Office Multiple Family Office definition:  A multiple family office offers comprehensive financial services to multiple affluent or ultra-high net worth families.  A multiple family office requires a lower minimum ...
• Earn-Out Sale Family Office Definition: Earn-Out Sale Earn-Out Sale definition:  When business owners sell ownership in their family business in exchange for a share in annual earnings for a specified period of time.  They are no ...
• Limit Order Family Office Definition: Limit Order Limit Order definition:  A limit order differs from a market order by defining a price threshold for the transaction to be completed.  Market orders are carried out immediately regardless ...