7 More Family Office Resources:

• Variable Prepaid Forward Contracts Family Office Definition: Variable Prepaid Forward Contracts Variable Prepaid Forward Contracts definition:  Variable prepaid forward contracts are entered into by individuals wishing to lock-in equity value and defer capital gains tax.  The contract requires ...
• Private Annuity Trust Family Office Definition: Private Annuity Trust Private Annuity Trust definition:  A private annuity contract is not purchased from an insurance company. Instead, an asset is exchanged for lifetime income with a family member.  This ...
• Arbitrage Hedge Strategy Family Office Definition: Arbitrage Hedge Strategy Arbitrage Hedge Strategy definition:  Arbitrage is a hedging practice which benefits from pricing inefficiencies. The same or similar security is bought and sold at the same time on ...
• Derivative Family Office Definition: Derivative Derivative definition:  A derivative is a contract whose price is derived from the price of another asset (such as currencies, commodities, market indexes, or interest rates).  Derivatives are usually leveraged ...
• Options Family Office Definition: Options Options definition:  Options are derivative securities that are bought and sold to give the holder the right (but not an obligation) to trade stocks at a specified price during the ...
• Managed Futures Hedge Strategy Family Office Definition: Managed Futures Hedge Strategy Managed Futures Hedge Strategy definition:  Managed futures is a hedging strategy that uses futures contracts to diversify the risk of a traditional stock/bond portfolio. Managed futures are ...
• 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 ...