7 More Family Office Resources:

• Credit Risk Family Office Definition: Credit Risk Credit Risk definition:  Credit risk, also known as default risk, refers to the ability of another party to uphold their obligation. Credit risk applies particularly to investments in corporate ...
• Real Rate of Return Family Office Definition: Real Rate of Return Real Rate of Return definition:  Real rate of return is a performance measure that accounts for annual inflation.  Nominal returns are most frequently quoted to consumers, but ...
• After-Tax Rate Of Return Family Office Definition: After-Tax Rate Of Return After-Tax Rate Of Return definition:  After-Tax Rate Of Return is a performance measure that accounts for all taxes paid on capital gains, dividends, and income.  After-tax return is ...
• Maturity Ladder Family Office Definition: Maturity Ladder Maturity Ladder definition:  Maturity laddering is an investment strategy of smoothing out long term investment returns from fixed income securities.  A set dollar amount is invested in bonds or ...
• Market Risk Family Office Definition: Market Risk Market Risk definition:  Market risk, also called systematic risk or beta, refers to the volatility in prices in the equity and bond markets from broad economic influences or events. ...
• Intra-Family Loan Family Office Definition: Intra-Family Loan Intra-Family Loan definition:  Intra-family loans are loans made to family members at low or no interest rates.  IRS code 7872 discusses taxation of intra-family loans.  Intra-family loans are a ...
• Price Risk Family Office Definition: Price Risk Price Risk definition:  Price risk refers to the volatility in prices of an asset from the time it is purchased to when it is sold. Because price risk is ...