7 More Family Office Resources:

• Illiquid Assets Family Office Definition: Illiquid Assets Illiquid Assets definition:  Family businesses and real estate (especially commercial real estate) are complicated assets to sell or liquidate. These assets are harder to value accurately because of few ...
• Operating Assets Family Office Definition: Operating Assets Operating Assets definition:  Operating assets are the income-generators of a business (equipment is an example). These items may be more easily transferrable to partners or heirs to reduce the ...
• Assets Family Office Definition: Assets Assets definition:  Assets in an estate may include real estate, jewelry, art and collectibles, and financial accounts. Download our free Family Office Report to learn more about the family office industry. Read more ...
• Custodial Accounts Family Office Definition: Custodial Accounts Custodial Accounts definition:  Custodial accounts are established for minors  to transfer assets when the minor reaches legal age (age 18, 21, or even 25 depending on the state of ...
• Transfer-On-Death Accounts Family Office Definition: Transfer-On-Death Accounts Transfer-On-Death Accounts definition:  Transfer-on-death accounts includes investment accounts (i.e. stocks, bonds, and mutual funds) and in some states, vehicles and real estate property. These assets can be transferred to ...
• Real Estate Investment Trust Family Office Definition: Real Estate Investment Trust Real Estate Investment Trust definition:  A real estate investment trust (REIT) is an investment security that invests in property or mortgages and has an income component. REIT's ...
• Safe Asset Family Office Definition: Safe Asset Safe Asset definition:  A safe asset carry no increased likelihood of a lawsuit (examples include, stocks, bonds, and bank accounts).  Safe assets should not be commingled with dangerous assets ...