Exchange Funds

Exchange Funds

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Exchange Funds

Exchange Funds definition:  Exchange funds permit owners of concentrated stock positions to exchange their concentrated positions for units of a more diversified fund. Capital gains are not eliminated, but deferred until units of the exchange fund are sold.  For family wealth planning, heirs and beneficiaries can receive units of the exchange fund, which are more diversified than receiving concentrated positions.  Exchange funds are usually limited to accredited investors and have liquidity restrictions.

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