Reference

Family office glossary

Comprehensive definitions of key terms in family office governance, investment strategy, operations, tax, philanthropy, and next-generation education.

A

Asset Allocation

Investment Strategy

B

BEPS Pillar Two

Tax & Regulatory

Beneficial Ownership Register (Wirtschaftliche Eigentümer Register)

Tax & Regulatory

C

D

Direktinvestition

Investment Strategy

Donor-Advised Fund

Philanthropy & Impact

F

FATCA

Tax & Regulatory

Family Bank

Next-Gen Education

Family Charter

Governance & Succession

Family Constitution

Governance & Succession

Family Council

Governance & Succession

Financial Literacy

Next-Gen Education

I

Investment Policy Statement

Investment Strategy

N

Nachfolgeplanung

Governance & Succession

O

Outsourced CIO

Operations & Technology

S

Substance Requirements

Tax & Regulatory

T

Theory of Change

Philanthropy & Impact

Trust Protector

Governance & Succession

V

Virtual Family Office

Operations & Technology

W

Wealth Stewardship

Next-Gen Education

Das wöchentliche Briefing

Kuratierte Einblicke zu Governance, Investment und Betrieb für Family-Office-Fachleute. Kein Lärm, keine Verkaufsmasche.

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Family office glossary

A

Asset Allocation

B

BEPS Pillar Two

Beneficial Ownership Register (Wirtschaftliche Eigentümer Register)

C

CRS

Catalytic Capital

Co-Investment

Consolidated Reporting

Cybersecurity Framework

D

Direktinvestition

Donor-Advised Fund

F

FATCA

Family Bank

Family Charter

Family Constitution

Family Council

Financial Literacy

I

Investment Policy Statement

N

Nachfolgeplanung

O

Outsourced CIO

S

Substance Requirements

T

Theory of Change

Trust Protector

V

Virtual Family Office

W

Wealth Stewardship

Das wöchentliche Briefing