An investment strategy that screens companies based on ethical, social, and environmental criteria, often excluding industries or practices that do not align with the investor’s values.
Collaborative investments where several families or investors pool capital and expertise to invest directly in private companies, real estate, or other assets—often to access larger deals and share risk.
Separately Managed Accounts (SMAs) are personalized investment portfolios managed by professional advisors, offering tailored strategies, direct ownership of assets, and greater control compared to pooled investment vehicles.
A Simple Agreement for Future Equity (SAFE) is a funding mechanism where investors provide capital to startups in exchange for future equity, typically at the time of the next investment round, without setting a fixed valuation upfront.
Citizenship By Investment (CBI) programs enable individuals to obtain citizenship by making financial investments in a country, offering benefits such as global mobility, tax advantages, and access to enhanced opportunities.
The total value of assets managed for clients, including reporting and safekeeping, but without direct investment authority.
A structured approach to managing processes and assets from creation to retirement, ensuring efficiency and compliance.
The process of organising and overseeing legal cases, workflows, and documents to ensure transparency and risk management.
A tax-efficient solution combining life insurance with investments to support wealth growth, transfer, and confidentiality.
A secure, dedicated cloud infrastructure for exclusive use, offering enhanced control, security, and regulatory compliance.
Third-party cloud services providing scalable and cost-efficient computing resources over the internet for organizations.
Subscription-based software solutions hosted in the cloud, offering flexibility, scalability, and cost-efficiency for users.
A clause ensuring one party receives terms as favourable as those given to any other party in contracts or agreements.
The direction of a client’s cash and securities by a financial services company, usually an investment bank.
The process of distributing investments among various asset classes to balance risk and reward according to an individual’s goals. The process of dividing a portfolio among different asset classes, such as stocks, bonds, and real estate.
Regulations and procedures intended to prevent criminals from disguising illegally obtained funds as legitimate income.
Non-traditional assets such as private equity, hedge funds, and real estate not typically found in standard investment portfolios.
The total market value of the financial assets that a family office manages on behalf of its clients.
Comparing performance metrics to industry standards or best practices to assess efficiency and effectiveness.
A field of study that examines psychological influences on investors and financial markets.
A group of individuals responsible for overseeing the family office’s financial reporting and internal controls.
A decentralized ledger technology that securely records transactions across multiple computers.
Monitoring, analyzing, and optimizing the net amount of cash receipts minus cash expenses.
Investment strategies focused on preventing loss of principal in a portfolio.
Designating individuals or entities to receive assets from wills, trusts, or insurance policies.
Donating resources to charitable organizations, often for tax benefits and social impact.
When family offices pool their money together to make an investment.
Systematic patterns of deviation from norm or rationality in judgment, affecting investment decisions.
A multi-family office that looks after the interests of multiple families, often with less wealth than those served by private multi-family offices.
The risk of loss due to a large position in a single asset or market segment.
Adhering to laws, regulations, guidelines, and specifications relevant to the family office’s operations.
Basic goods used in commerce that are interchangeable with other goods of the same type, such as oil, gold, or wheat.
Legal contracts ensuring that sensitive information shared between parties remains private and protected.
Mechanisms, processes, and relations by which corporations are controlled and directed, ensuring accountability and fairness.
A digital currency in which transactions are verified and records maintained by a decentralized system using cryptography, rather than by a centralized authority.
A situation where a party’s responsibility to a second-party limits its ability to discharge its responsibility to a third-party.
Combining all financial data into a single report to provide a comprehensive view of assets and performance.
Safekeeping of securities by a financial institution on behalf of clients, including settlement, reporting, and compliance.
A financial institution that holds customers’ securities for safekeeping to prevent them from being lost or stolen.
Protecting systems, networks, and programs from digital attacks, crucial for safeguarding sensitive financial information.
Assets in digital form, including cryptocurrencies and digital tokens, requiring specialized management and security.
Integration of digital technology into all areas of business, fundamentally changing how organizations operate and deliver value.
When a family office invests directly in a company or asset, rather than through a fund.
An arrangement where an investment manager makes decisions to buy or sell assets without client approval for each transaction.
Investing directly in assets like real estate or companies, bypassing intermediaries like mutual funds or ETFs.
Investing in a variety of assets to reduce exposure to any single asset or risk.
The process of selling off subsidiary business interests or investments, often for strategic or ethical reasons.
A philanthropic giving vehicle that allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.
A comprehensive appraisal of a business or investment opportunity to evaluate its commercial potential and risks.
Statistics about economic activities that allow analysis of economic performance and predictions of future performance.
Spreading investments across various sectors or regions to reduce exposure to any single economic risk.
Incorporating Environmental, Social, and Governance factors into investment analysis and decision-making.
A set of standards for a company’s operations that socially conscious investors use to screen potential investments.
A sustainable competitive advantage that allows a company to protect its market share and profitability.
A projection of future economic conditions used to inform investment strategies and risk assessments.
Laws requiring entities to demonstrate substantial economic activity in the jurisdictions where they are incorporated, often affecting tax planning.
Preparing for the transfer of an individual’s wealth and assets after death through wills, trusts, and other legal mechanisms.
A gathering of all family members to discuss and inform about matters concerning the family enterprise and wealth.
A group of individuals responsible for providing oversight and guidance to the family business.
A document outlining the family’s values, vision, and guidelines for managing wealth and business interests collectively.
A formal document that records the family’s mission, values, and policies regarding the management of their wealth and business interests.
A governance body composed of family members that manages communication and decision-making for the family enterprise.
The shared values, beliefs, and practices that shape interactions and decision-making within a family enterprise.
The patterns of interaction and relationships among family members, impacting decision-making and governance.
A family-owned business or group of businesses managed by multiple family members across generations.
The system of joint decision-making and structures that families use to guide the management of their shared assets and business interests.
A private company structure used by families to manage and control assets in a tax-efficient manner.
The lasting impact and reputation a family builds over generations through wealth, values, and contributions to society.
A declaration of the family’s core purpose and focus that remains unchanged over time, guiding decision-making and governance.
An entity that provides comprehensive services to ultra-high-net-worth individuals and families for managing their wealth and interests across multiple generations.
A group of individuals responsible for providing oversight and guidance to the family office.
A professional responsible for managing the operations and strategic direction of a family office.
The framework of policies and procedures that guide the operations, decision-making, and oversight of a family office.
An objective examination and evaluation of a company’s financial statements to ensure accuracy and compliance with regulations.
Technology innovation aimed at competing with traditional financial methods in the delivery of financial services.
A legal arrangement where assets are held by a trustee for the benefit of family members, often used for estate planning and tax efficiency.
Technology solutions designed to streamline operations, reporting, and data management for family offices.
Programs and initiatives aimed at increasing financial literacy among family members, especially the next generation.
Monetary contracts between parties, including stocks, bonds, loans, options, and futures.
Responsible management and oversight of financial resources on behalf of others, ensuring ethical and effective use.
Investments that provide a return in the form of fixed periodic payments and eventual return of principal at maturity.
The system of rules, practices, and processes by which a family office is directed and controlled.
The movement of individuals and families across borders, impacting tax residency, legal obligations, and wealth management strategies.
A service where a financial institution holds securities for clients in multiple jurisdictions, handling settlement, reporting, and compliance.
The framework of rules and practices by which a family office or business ensures accountability, fairness, and transparency in its relationships.
An alternative investment vehicle using pooled funds that employ various strategies to earn active returns for investors.
Pooled investment funds that use a wide range of strategies to earn active returns.
The skills, knowledge, and experience of the family office’s employees.
Investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return.
A rating that indicates a relatively low risk of default, applied to bonds and other fixed-income securities.
A group responsible for making key investment decisions and overseeing the management of the investment portfolio.
The passing of assets from one generation to the next, often involving estate planning and tax considerations.
The possibility that the value of assets or income will be eroded as inflation decreases the purchasing power of money.
Regulatory compliance process used to verify the identity and suitability of clients to prevent fraud and money laundering.
The potential for losses due to changes in laws, regulations, or political stability in a country where investments are held.
A plan that outlines how the family office will invest its assets.
A document outlining an investor’s objectives, risk tolerance, and guidelines for managing an investment portfolio.
Measurable values that demonstrate how effectively objectives are being achieved within an organization.
Preparing strategies to ensure one’s values, wishes, and financial assets are passed down to future generations as intended.
The ability to buy or sell an asset quickly and easily at a price close to its fair market value.
A transaction that allows owners to convert their equity into cash, such as an IPO or sale of the company.
The consolidation of companies or assets through various financial transactions, important for growth strategies.
The extent to which a market allows assets to be bought and sold at stable prices and in sufficient volumes.
An investment account owned by an individual investor but managed by a professional money manager.
A statement that defines the family office’s purpose and values.
The process by which a central bank manages the supply of money to achieve specific goals like controlling inflation or unemployment.
A family office serving multiple families, pooling resources to provide comprehensive wealth management services.
The children and grandchildren of the family office’s founders.
Involving the younger generation in wealth management and decision-making processes to prepare them for future responsibilities.
A legal contract establishing a confidential relationship between parties to protect sensitive information.
Holding assets in financial jurisdictions outside one’s country of residence, often for tax benefits or diversification.
The expenses incurred by the family office in running its day-to-day operations.
Risks arising from internal processes, people, and systems, or external events impacting operations.
An investment approach aiming to replicate market index performance rather than outperform it.
A non-profit organization established by a family or individual to support charitable activities through grants and donations.
The act of donating money, goods, services, or time to support charitable causes and promote the welfare of others.
The art and science of making decisions about investment mix and policy to match financial objectives.
Capital investment made into private companies not listed on public exchanges, often to fund growth or restructure operations.
A multi-family office with a founding family that holds at least 50% of assets under management and serves no more than eight families. They are owned and operated for their benefit.
Offering of securities to a small number of selected investors as a way of raising capital without going public.
Delegating voting power on corporate matters to a representative, often used in shareholder meetings.
Adherence to laws, regulations, guidelines, and specifications relevant to business processes, ensuring legal operation.
A monetary policy where a central bank purchases government securities or other securities to inject money into the economy to expand economic activity.
Property consisting of land and the buildings on it, along with its natural resources.
The potential loss resulting from damages to an organization’s reputation, affecting stakeholder confidence.
The risk that a foreign central government will default on its financial obligations.
A strategic planning method used to make flexible long-term plans based on different future scenarios.
The process of identifying, assessing, and mitigating risks that could affect the family office.
A family office that serves a single family.
Pre-packaged investment strategies based on derivatives and a variety of underlying assets to meet specific risk-return objectives.
A planned approach to charitable giving, aligning philanthropic efforts with personal values and societal needs for greater impact.
A long-term investment strategy that sets target allocations for various asset classes and periodically rebalances the portfolio back to those targets.
The process of planning for the transfer of ownership and management of the family office to the next generation.
An individual with investable assets exceeding $30 million.
Analyzing financial situations from a tax perspective to minimize tax liability and maximize efficiency.
An active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies.
An investment approach that considers environmental, social, and governance factors in addition to financial returns.
Financing provided to startups and small businesses with long-term growth potential by investors in exchange for equity.
A technology-oriented family office that outsources many of its functions.
Strategies aimed at protecting existing wealth from erosion due to taxes, inflation, or market risks.
Designing financial and legal frameworks to manage, protect, and transfer wealth efficiently.
