7 More Family Office Resources:

• Separate Account Family Office Definition: Separate Account Separate Account definition:  A separate account is managed privately for an individual, as opposed to mutual funds which are managed collectively.  Separate accounts typically have higher investment minimums to ...
• Mutual Trust Mutual TrustBelow please find the Family Offices Profile for Mutual Trust. If you need contact details for this family office please refer to FamilyOffices.com This family office profile is currently being ...
• Reciprocal Will Family Office Definition: Reciprocal Will Reciprocal Will definition:  A reciprical will consists of two separate wills for each spouse that are identical to one another and name each other as beneficiaries. This type of ...
• Liquid Assets Family Office Definition: Liquid Assets Liquid Assets definition:  Liquid assets generally refers to investment accounts (cash, bonds, stock, mutual funds) where market values and sell opportunities are readily available. Download our free Family Office Report to ...
• 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 ...
• Unified Managed Account Family Office Definition: Unified Managed Account Unified Managed Account definition:  A unified managed account (UMA) is a privately managed account that combines several different types of securities, such as stocks, bonds, mutual funds, and ...
• Style Boxes Family Office Definition: Style Boxes Style Boxes definition:  Style boxes are a way of categorizing investments, made popular by Morningstar®.  The style box methodology has largely influenced mutual fund managers to avoid straying from ...