7 More Family Office Resources:

• Tactical Asset Allocation Family Office Definition: Tactical Asset Allocation Tactical Asset Allocation definition:  Tactical asset allocation is an active management strategy which temporarily adjusts the portfolio's targeted asset allocation for anticipated market opportunities or avoidance of anticipated ...
• Tax-Efficient Asset Allocation Family Office Definition: Tax-Efficient Asset Allocation Tax-Efficient Asset Allocation definition:  Tax-efficient asset allocation refers to the practice by wealth managers to place more tax-efficient investments (such as long-term stock holdings) in taxable accounts and ...
• Asset Allocation Family Office Definition: Asset Allocation Asset Allocation definition:  Asset Allocation is the practice of diversifying investable dollars among asset classes with different correlations to reduce the volatility of performance of the entire portfolio.  Individual asset ...
• 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 ...
• Long-Short Hedge Strategy Family Office Definition: Long-Short Hedge Strategy Long-Short Hedge Strategy definition:  Long-short strategy is a hedging practice where the investment manager chooses stocks that are believed to perform poorly and uses leverage to sell those ...
• Strategic Asset Allocation Family Office Definition: Strategic Asset Allocation Strategic Asset Allocation definition:  Strategic asset allocation is the porfolio mix that is selected to accomplish a specific risk/reward balance and goal. The porfolio is periodically rebalanced back ...
• Enhanced Indexing Family Office Definition: Enhanced Indexing Enhanced Indexing definition:  Enhanced indexing is an investment strategy that blends tenets of both active and passive management styles.  Stocks within the index that are poorly performing may be ...