7 More Family Office Resources:

• 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 ...
• Tax-Deferred Account Family Office Definition: Tax-Deferred Account Tax-Deferred Account definition:  Tax-deferred accounts include IRAs, deferred annuities, and 401(k) plans. Tax-deferred accounts benefit from tax-free growth until withdrawals are made. The ideal use of tax-deferred accounts is ...
• Tax-Loss Harvesting Family Office Definition: Tax-Loss Harvesting Tax-Loss Harvesting definition:  Tax-loss harvesting is an income tax minimization strategy, where taxable losses are realized to offset realized capital gains in the same taxable year. The gains and ...
• After-Tax Rate Of Return Family Office Definition: After-Tax Rate Of Return After-Tax Rate Of Return definition:  After-Tax Rate Of Return is a performance measure that accounts for all taxes paid on capital gains, dividends, and income.  After-tax return is ...
• 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, ...
• Private Infrastructure Family Office Definition: Private Infrastructure Private Infrastructure definition:  Infrastructure investments include roadways, rail, water, and electricity or power systems.  Government finances infrastructure through the issuance of municipal bonds.  Private investors are becoming attracted to ...
• Estate Tax Family Office Definition: Estate Tax Estate Tax definition:  A tax placed on the value of a deceased person's taxable estate before distributions are made.  Assets transferred to spouses or charities are generally exempt from ...