Tax-Exempt Investments

Tax-Exempt Investments

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Tax-Exempt Investments

Tax-Exempt Investments definition:  Tax-exempt investments include municipal bonds. Tax-exempt status is also granted to some charities and religious groups.  High-income individuals may earn a greater after-tax return on lower yielding municipal bonds when compared to taxable bonds with higher yields.  Muni investors should use caution to confirm tax-exempt status; some municipal bonds, such as private-activity bonds, are not tax-exempt.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is tax-exempt investments?, tax-exempt investments definition, tax-exempt investments family office, tax-exempt investments term, define tax-exempt investments, tax-exempt investments wealth management, tax-exempt investments multi-family office, tax-exempt investments single family office

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at Clients@FamilyOfficesGroup.com.

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel