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 ...
• 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 ...
• 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 ...
• Safe Asset Family Office Definition: Safe Asset Safe Asset definition:  A safe asset carry no increased likelihood of a lawsuit (examples include, stocks, bonds, and bank accounts).  Safe assets should not be commingled with dangerous assets ...
• Dangerous Asset Family Office Definition: Dangerous Asset Dangerous Asset definition:  A dangerous asset carries more risk of injury or damage (examples include, commercial real estate, motor vehicles, and construction equipment).  Dangerous assets should not be commingled ...
• Asset Class Family Office Definition: Asset Class Asset Class definition:  An Asset Class is a classification or grouping of securities with similar risk and reward characteristics, such as small cap vs. large cap companies, foreign vs. domestic ...
• Rebalancing Family Office Definition: Rebalancing Rebalancing definition:  Rebalancing is the act of returning a portfolio back to its targeted asset allocation mix. Assets that have appreciated above a certain level are sold, and the proceeds ...