Sophisticated Investor

Sophisticated Investor

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Sophisticated Investor

Sophisticated Investor definition:  A sophisticated investor, similar to an accredited investor, meets certain qualifications of higher net worth or annual income amounts.  Sophisticated investors are also assumed to have more investment experience. Complex investment opportunities with no disclosures or prospectuses may be restricted to sophisticated investors that can more safely assume the risk of a total loss.

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