7 More Family Office Resources:

• Death Tax Clause Family Office Definition: Death Tax Clause Death Tax Clause definition:  The death tax clause in a will names the accounts from which all related death taxes are to be paid. Download our free Family Office ...
• Non-Contestability Clause Family Office Definition: Non-Contestability Clause Non-Contestability Clause definition:  A non-contestability clause is a statement in a will which penalizes any beneficiaries that challenge the will by reducing or eliminating their portion of the estate. Download ...
• Fiduciary Powers Clause Family Office Definition: Fiduciary Powers Clause Fiduciary Powers Clause definition:  A fiduciary powers clause is a statement in a will outlining the powers of the named fiduciaries. Download our free Family Office Report to learn more ...
• Fiduciary Appointment Clause Family Office Definition: Fiduciary Appointment Clause Fiduciary Appointment Clause definition:  A fiduciary appointment clause is a statement in a will naming the fiduciaries, executors, and/or guardians. Download our free Family Office Report to learn more about ...
• Family Statement Family Office Definition: Family Statement Family Statement definition:  A family statement in a will names the testators family members. Download our free Family Office Report to learn more about the family office industry. Read more Family Office ...
• Testator Family Office Definition: Testator Testator definition:  The testator is the person that died and left a will. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What ...
• Investment Policy Statement Family Office Definition: Investment Policy Statement Investment Policy Statement definition:  The investment policy statement outlines the objective and constraints for investment management, tailored to a specific client. It addresses responsible parties and roles, risk ...