7 More Family Office Resources:

• Holographic Will Family Office Definition: Holographic Will Holographic Will definition:  A holographic will is not witnessed and is signed only by the person drafting the will. This type of will may not be legally valid. Download our ...
• Nuncupative Will Family Office Definition: Nuncupative Will Nuncupative Will definition:  A nuncupative will is a verbal will and is the least recognized by the state. It is only acceptable in cases of illness or sudden death ...
• Administrator Family Office Definition: Administrator Administrator definition:  When an executor is not named or fails to meet state requirements, probate court will assign an administrator who acts in the same capacity as an executor. Download our ...
• Certified Financial Planner Family Office Definition: Certified Financial Planner Certified Financial Planner definition:  A certified financial planner (CFP) has passed the certification requirements of the Certified Financial Planner Board of Standards, including exams, education and experience requirements. Download ...
• Sophisticated Investor Family Office Definition: Sophisticated Investor Sophisticated Investor definition:  A sophisticated investor, similar to an accredited investor, meets certain qualifications of higher net worth or annual income amounts.  Sophisticated investors are also assumed to have ...
• Accumulation Trust Family Office Definition: Accumulation Trust Accumulation Trust definition:  Beneficiaries do not receive income from an accumulation trust until trust requirements are met. Income accumulates in the trust in the absence of withdrawals. Download our free ...
• Accredited Investor Family Office Definition: Accredited Investor Accredited Investor definition:  An accredited investor meets certain qualifications of net worth or annual income amounts.  Complex investment opportunities (such as hedge funds or private placements) can often accept ...