7 More Family Office Resources:

• 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 ...
• 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 ...
• Intermarket Asset Allocation Fund Intermarket Asset Allocation FundBelow please find the Family Offices Profile for Intermarket Asset Allocation Fund. If you need contact details for this family office please refer to FamilyOfficesDatabase.comThis ...
• 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 ...
• 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 ...