7 More Family Office Resources:

• Deferred Annuity Family Office Definition: Deferred Annuity Deferred Annuity definition:  A deferred annuity does not pay the account holder until a later date. The account grows tax-free during an accumulation phase, until payments begin during a ...
• Qualified Investor Family Office Definition: Qualified Investor Qualified Investor definition:  see accredited investor definition for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What is qualified ...
• Income Annuity Family Office Definition: Income Annuity Income Annuity definition:  see the definition for immediate annuity for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What ...
• Stretch Annuity Family Office Definition: Stretch Annuity Stretch Annuity definition:  A stretch annuity allows an extended period of distributions for beneficiaries, possibly income for life. The flexibility allows better tax planning and longer period of tax ...
• Immediate Annuity Family Office Definition: Immediate Annuity Immediate Annuity definition:  An immediate annuity begins paying an account holder immediately.  A lump sum amount is invested and immediately converted to an annuity in a distibution phase. Download our ...
• Legacy Annuity Family Office Definition: Legacy Annuity Legacy Annuity definition:  see the definition for stretch annuity for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What ...
• Qualified Domestic Trust Family Office Definition: Qualified Domestic Trust Qualified Domestic Trust definition:  A qualified domestic trust (QDOT) allows a spouse that is not a U.S. citizen to benefit from the marital deduction afforded to most U.S. ...