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 ...
• 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 ...
• 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 ...
• Credit Shelter Trust Family Office Definition: Credit Shelter Trust Credit Shelter Trust definition:  A credit shelter trust transfers a deceased person's assets to beneficiaries, meanwhile the surviving spouse maintains rights to those assets (and the income generated) ...
• Intentionally Defective Grantor Trust Family Office Definition: Intentionally Defective Grantor Trust Intentionally Defective Grantor Trust definition:  (IDGT) is an irrevocable trust that allows assets to appreciate without being subject to capital gains or transfer taxes when the assets ...
• Exemption Trust Family Office Definition: Exemption Trust Exemption Trust definition:  An exemption trust is irrevocable and avoids estate taxes on trust assets held by a married couple. The trust is funded from the first spouse's estate. ...
• Dangerous Asset Family Office Definition: Dangerous Asset Dangerous Asset definition:  A dangerous asset carries more risk of injury or damage (examples include, commercial real estate, motor vehicles, and construction equipment).  Dangerous assets should not be commingled ...