7 More Family Office Resources:

• Section 1031 Exchange Family Office Definition: Section 1031 Exchange Section 1031 Exchange definition:  IRS code section 1031 allows for the exchange of like-kind properties and deferral of capital gains tax. For example, a highly appreciated rental property ...
• Section 1035 Exchange Family Office Definition: Section 1035 Exchange Section 1035 Exchange definition:  IRS code section 1035 allows for the exchange of an existing life insurance or annuity contract for another without owing taxes.  If a life ...
• Concentrated Stock Family Office Definition: Concentrated Stock Concentrated Stock definition:  A concentrated stock position is when one equity holding becomes dominant and disproportionate percentage of an individual or family's portfolio.  The stock may have become concentrated ...
• Donor-Advised Funds Family Office Definition: Donor-Advised Funds Donor-Advised Funds definition:  Donor-advised funds offer some control over charitable giving, while a third-party administers the funds. Contributions are income tax deductible. Donor-advised funds have higher caps on tax ...
• 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 ...
• Securities Lending Market Securities Lending Market Securities Lending is the act of large financial institutions with long positions in securities ‘lending’ out those positions to prime brokers to further lend to hedge funds ...
• Uniform Prudent Management of Institutional Funds Act Family Office Definition: Uniform Prudent Management of Institutional Funds Act Uniform Prudent Management of Institutional Funds Act definition:  (UPMIFA) serves as the default guide in absence of a written charitable gift agreement. The legislative ...