7 More Family Office Resources:

• Guardian Family Office Definition: Guardian Guardian definition:  A guardian is appointed to care for minors (up to age 18 or 21 depending on the state of residence) or disabled persons. Download our free Family Office Report to ...
• Property Control Trust Family Office Definition: Property Control Trust Property Control Trust definition:  A property control trust places restrictions on beneficiaries. Examples are special needs trusts, spendthrift and sprinkling trusts. Download our free Family Office Report to learn more ...
• Uniform Transfers to Minors Act and/or Uniform Gifts to… Family Office Definition: Uniform Transfers to Minors Act and/or Uniform Gifts to Minors Act Uniform Transfers to Minors Act and/or Uniform Gifts to Minors Act definition:  State laws addressing custodial accounts and transfers of ...
• Conservator Family Office Definition: Conservator Conservator definition:  Similar to a guardian, a conservator is appointed to care for another adult. Download our free Family Office Report to learn more about the family office industry. Read more Family Office ...
• Quasi-Community Property Family Office Definition: Quasi-Community Property Quasi-Community Property definition:  Quasi-community property  is acquired outside of a community property state but treated as community property when the state of residence upon death is a community property ...
• Community Property Family Office Definition: Community Property Community Property definition:  Community property states recognize property acquired by individuals during the course of marriage as belonging to both marriage partners. The laws vary by state, but typically ...
• Individual Property Family Office Definition: Individual Property Individual Property definition:  Individual property is owned by just one person (one spouse) as opposed to joint or community property. Download our free Family Office Report to learn more about the ...