7 More Family Office Resources:

• Multiple Family Office Family Office Definition: Multiple Family Office Multiple Family Office definition:  A multiple family office offers comprehensive financial services to multiple affluent or ultra-high net worth families.  A multiple family office requires a lower minimum ...
• What is a Multiple Family Office? Question: What is a Multiple Family Office? Answer: A multiple family office, often called a multi-family office or MFO, offers comprehensive financial services to multiple affluent or ultra-high net worth families. A multiple family office requires ...
• Full-Service Broker Family Office Definition: Full-Service Broker Full-Service Broker definition:  A full-service broker offers more advice and planning for clients than a discount broker. In exchange, full-service brokers typically charge a higher commission. Download our free Family ...
• Alternative Minimum Tax Family Office Definition: Alternative Minimum Tax Alternative Minimum Tax definition:  Alternative Minimum Tax (AMT) is enforced to ensure high income individuals do not avoid paying at least a minimum amount of taxes.  Certain tax breaks, ...
• Guaranteed Minimum Income Benefit Family Office Definition: Guaranteed Minimum Income Benefit Guaranteed Minimum Income Benefit definition:  The guaranteed minimum income benefit is an optional rider for variable annuity contracts.  Because the distributions from variable annuities are dependent on ...
• Guaranteed Minimum Accumulation Benefit Family Office Definition: Guaranteed Minimum Accumulation Benefit Guaranteed Minimum Accumulation Benefit definition:  The guaranteed minimum accumulation benefit is an optional rider for variable annuity contracts.  Because the distributions from variable annuities are dependent on ...
• How Hard is it to Start a Family Office? Question: How Hard is it to Start a Family Office? Answer: For most ultra-affluent clients, starting a single family office is not a realistic option. Doing so requires being comfortable with running a financial firm, or ...