7 More Family Office Resources:

• Do Family Offices Invest in Private Real Estate? Question: Do Family Offices Invest in Private Real Estate? Answer: Yes, in researching the upcoming book on family offices and speaking with family office managers, we have found that family offices are highly active in ...
• 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 ...
• What is a Real Estate Investment Trust? Question:  What is a Real Estate Investment Trust? Answer: One way in which family offices invest in real estate is through what is known as a Real Estate Investment Trust or REIT fund. A ...
• Retained Life Estate Family Office Definition: Retained Life Estate Retained Life Estate definition:  Real estate placed in a life estate is ultimately donated to a charitable organization after death, while you retain the right to occupy the ...
• Gross Estate Family Office Definition: Gross Estate Gross Estate definition:  The gross estate is the net worth (assets less liabilities) of the estate before taxes. The gross estate includes all real and personal property owned by ...
• Private Foundation Family Office Definition: Private Foundation Private Foundation definition:  A private foundation is a non-profit but does not qualify as a public charity for tax purposes.  Private foundations rely on a single donor for the ...
• 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 ...