7 More Family Office Resources:

• Do Family Offices Invest in Private Equity? Question: Do Family Offices Invest in Private Equity? Answer: Yes, in our interviews with family offices and in our experience working with family offices, we have found that family offices often invest in private equity. ...
• What qualifies as a “true” family office? Question: What qualifies as a "true" family office? Answer: There is a constant debate over what is a “true” family office. Some professionals believe single family offices are the only authentic family offices, and ...
• Is there a difference between wealth management and family offices? Question: Is there a difference between wealth management and family offices? Answer: Traditional wealth management firms advise on your investments and sometimes they can help you make insurance related or budgeting related decisions.  Most wealth management ...
• Institutional Buyout Family Office Definition: Institutional Buyout Institutional Buyout definition:  An institutional buyout takes ownership of a company by outside institutional investors, such as private equity firms, venture capitalists, or ultra-high net worth investors.  The buyout ...
• Private Equity Family Office Definition: Private Equity Private Equity definition:  Private equity refers to investments in businesses that are not publicly-traded. Private equity deals are usually only available to accredited or institutional investors and are considered ...
• Lock-Up Period Family Office Definition: Lock-Up Period Lock-Up Period definition:  A lock-up period is a time restriction where an investor is not permitted to sell or redeem shares. The purpose is to allows the investment fund ...
• 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 ...