7 More Family Office Resources:

• Financial Planning Family Office Definition: Financial Planning Financial Planning definition:  Financial planning addresses all of the financial goals for a client, including retirement, debt management, insurance, college and health savings, taxes, and investments.  Financial plans should ...
• Certified Financial Planner Family Office Definition: Certified Financial Planner Certified Financial Planner definition:  A certified financial planner (CFP) has passed the certification requirements of the Certified Financial Planner Board of Standards, including exams, education and experience requirements. Download ...
• Attorney-In-Fact Family Office Definition: Attorney-In-Fact Attorney-In-Fact definition:  The person chosen to act on your behalf in a durable power of attorney document is called the attorney-in-fact. For example, this person can make gifts, sell property, ...
• Fee-Based Financial Advisor Family Office Definition: Fee-Based Financial Advisor Fee-Based Financial Advisor definition:  A fee-based financial advisor places trades on your behalf and offers financial advice to clients. Contrary to traditional brokers, fee-based advisors are not compensated ...
• Wealthy European Families Look to Singapore Wealthy families who can trace their prominent heritage back centuries in Europe are increasingly looking to move their assets to Singapore.  To do this, very affluent European families like the Spinola family of ...
• Limited Power of Attorney Family Office Definition: Limited Power of Attorney Limited Power of Attorney definition:  A limited power of attorney is a legal document giving authority to an individual to act on your behalf temporarily. The document ...
• Broker Family Office Definition: Broker Broker definition:  A broker sells investment securities and offers financial advice for clients. Typically, brokers are compensated with commission for transactions and offer non-discretionary accounts to clients. A Series 7 ...