Reference
Family office glossary
Comprehensive definitions of key terms in family office governance, investment strategy, operations, tax, philanthropy, and next-generation education.
A
C
CRS
Tax & RegulatoryCapital Call
Investment StrategyCapital catalytique
Philanthropy & ImpactCarried Interest
Investment StrategyCharte Familiale
Governance & SuccessionCharte familiale
Governance & SuccessionCo-Investment
Investment StrategyConseil de famille
Governance & SuccessionConsolidated Reporting
Operations & TechnologyConstitution familiale
Governance & SuccessionControlled Foreign Corporation (CFC)
Tax & RegulatoryConvention fiscale
Tax & RegulatoryCourbe en J (J-Curve)
Investment StrategyCybersecurity Framework
Operations & TechnologyF
L
P
Pacte d'actionnaires relatif aux droits de vote
Governance & SuccessionPauschalbesteuerung (Imposition forfaitaire suisse)
Tax & RegulatoryPlan de Succession
Governance & SuccessionPrivate Placement Life Insurance (PPLI)
Tax & RegulatoryPrix de Transfert
Tax & RegulatoryProgram-Related Investment (PRI)
Philanthropy & ImpactProgramme de Mentorat
Next-Gen EducationProtocole de Résolution des Conflits
Governance & SuccessionR
Registre des bénéficiaires effectifs
Tax & RegulatoryReporting Multi-Dépositaires
Operations & TechnologyReprésentation par branche
Governance & SuccessionRetenue à la source
Tax & RegulatoryRising Generation
Next-Gen EducationRisk Management Framework
Operations & TechnologyRotation de stage
Next-Gen EducationS
T
Le briefing hebdomadaire
Des analyses sélectionnées sur la gouvernance, l'investissement et les opérations pour les professionnels des family offices. Sans bruit, sans discours commercial.
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