en.unionpedia.org

Family office, the Glossary

A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.^[1]

71 relations: Accounting, Alexandria Ocasio-Cortez, American City Business Journals, Archegos Capital Management, Éleuthère Irénée du Pont, Ballmer Group, Barack Obama, Barron's, Bayshore Global Management, Bessemer Trust, Bezos Expeditions, Brian Quintenz, Cascade Investment, Commercial property, Commodity Futures Trading Commission, Corporation, DFO Management, Dodd–Frank Wall Street Reform and Consumer Protection Act, Dubai Holding, DuPont, Edipresse, Emerson Collective, Ernst & Young, Financial adviser, Financial capital, Financial literacy, Frederick Ayer, Hedge fund, Hester Peirce, High-net-worth individual, Houghton Mifflin Harcourt, ICONIQ Capital, Investment Advisers Act of 1940, Investment management, Investopedia, Jeffrey Epstein, Kirkbi, Leon Black, Limited liability company, Mary Schapiro, Mayfair Vermögensverwaltung, Mousse Partners, Multi-family office, Net worth, Personality psychology, Philanthropy, Private equity, Private foundation, Privately held company, Property management, ... Expand index (21 more) »
Family offices

Accounting

Accounting, also known as accountancy, is the process of recording and processing information about economic entities, such as businesses and corporations.

See Family office and Accounting

Alexandria Ocasio-Cortez

Alexandria Ocasio-Cortez (born October 13, 1989), also known by her initials AOC, is an American left-wing politician and activist.

See Family office and Alexandria Ocasio-Cortez

American City Business Journals

American City Business Journals, Inc. (ACBJ) is an American newspaper publisher based in Charlotte, North Carolina.

See Family office and American City Business Journals

Archegos Capital Management

Archegos Capital Management was a limited partnership family office that managed the personal assets of Bill Hwang, at one time managing over $36 billion in assets.

See Family office and Archegos Capital Management

Éleuthère Irénée du Pont

Éleuthère Irénée du Pont de Nemours (24 June 1771 – 31 October 1834) was a French-American chemist and industrialist who founded the gunpowder manufacturer E. I. du Pont de Nemours and Company.

See Family office and Éleuthère Irénée du Pont

Ballmer Group

Ballmer Group is an American investment company based in Bellevue, Washington that serves as a family office to manage the wealth of Steve Ballmer, the former CEO of Microsoft. Family office and Ballmer Group are family offices.

See Family office and Ballmer Group

Barack Obama

Barack Hussein Obama II (born August 4, 1961) is an American politician who served as the 44th president of the United States from 2009 to 2017.

See Family office and Barack Obama

Barron's

Barron's (stylized in all caps) is an American weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp, since 1921.

See Family office and Barron's

Bayshore Global Management

Bayshore Global Management LLC (Bayshore) is an investment firm that serves as the family office of Google co-founder Sergey Brin and until 2015, his ex-wife, 23andMe co-founder Anne Wojcicki.

See Family office and Bayshore Global Management

Bessemer Trust

Bessemer Trust is a private, independent multi-family office that oversees more than $140 billion for over 2,500 families, foundations and endowments.

See Family office and Bessemer Trust

Bezos Expeditions

Bezos Expeditions is an American investment firm based in Mercer Island, Washington. Family office and Bezos Expeditions are family offices.

See Family office and Bezos Expeditions

Brian Quintenz

Brian Quintenz is an American financial manager and policy advisor who served as commissioner of the U.S. Commodity Futures Trading Commission from 2017 to 2021.

See Family office and Brian Quintenz

Cascade Investment

Cascade Investment, L.L.C. is an American holding company and private investment firm headquartered in Kirkland, Washington, United States.

See Family office and Cascade Investment

Commercial property

Commercial property, also called commercial real estate, investment property or income property, is real estate (buildings or land) intended to generate a profit, either from capital gains or rental income.

See Family office and Commercial property

Commodity Futures Trading Commission

The Commodity Futures Trading Commission (CFTC) is an independent agency of the US government created in 1974 that regulates the U.S. derivatives markets, which includes futures, swaps, and certain kinds of options.

See Family office and Commodity Futures Trading Commission

Corporation

A corporation is an organization—usually a group of people or a company—authorized by the state to act as a single entity (a legal entity recognized by private and public law as "born out of statute"; a legal person in a legal context) and recognized as such in law for certain purposes.

See Family office and Corporation

DFO Management

DFO Management (formerly MSD Capital) is an American family office that manages the capital of Michael Dell and his family.

See Family office and DFO Management

Dodd–Frank Wall Street Reform and Consumer Protection Act

The Dodd–Frank Wall Street Reform and Consumer Protection Act, commonly referred to as Dodd–Frank, is a United States federal law that was enacted on July 21, 2010.

See Family office and Dodd–Frank Wall Street Reform and Consumer Protection Act

Dubai Holding

Dubai Holding (دبي القابضة) is Dubai ruler Sheikh Mohammed bin Rashid al-Maktoum's global investment holding company and personal investment portfolio, which owns 99.67% of the capital.

See Family office and Dubai Holding

DuPont

DuPont de Nemours, Inc., commonly shortened to DuPont, is an American multinational chemical company first formed in 1802 by French-American chemist and industrialist Éleuthère Irénée du Pont de Nemours.

See Family office and DuPont

Edipresse

Edipresse is a company headquartered in Switzerland.

See Family office and Edipresse

Emerson Collective

Emerson Collective is an organization focused on education, immigration reform, the environment, media and journalism, and health.

See Family office and Emerson Collective

Ernst & Young

Ernst & Young Global Limited, trade name EY, is a multinational professional services partnership.

See Family office and Ernst & Young

Financial adviser

A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation.

See Family office and Financial adviser

Financial capital

Financial capital (also simply known as capital or equity in finance, accounting and economics) is any economic resource measured in terms of money used by entrepreneurs and businesses to buy what they need to make their products or to provide their services to the sector of the economy upon which their operation is based (e.g.

See Family office and Financial capital

Financial literacy

Financial literacy is the possession of skills, knowledge, and behaviors that allow an individual to make informed decisions regarding money.

See Family office and Financial literacy

Frederick Ayer

Frederick Ayer (December 8, 1822 – March 14, 1918) was an American businessman and the younger brother of patent medicine tycoon Dr. James Cook Ayer.

See Family office and Frederick Ayer

Hedge fund

A hedge fund is a pooled investment fund that holds liquid assets and that makes use of complex trading and risk management techniques to improve investment performance and insulate returns from market risk.

See Family office and Hedge fund

Hester Peirce

Hester Maria Peirce is an American lawyer who serves as a Commissioner on the Securities and Exchange Commission (SEC).

See Family office and Hester Peirce

High-net-worth individual

High-net-worth individual (HNWI) is a technical term used in the financial services industry for people who maintain liquid assets at or above a certain threshold.

See Family office and High-net-worth individual

Houghton Mifflin Harcourt

Houghton Mifflin Harcourt (HMH) is an American publisher of textbooks, instructional technology materials, assessments, and reference works.

See Family office and Houghton Mifflin Harcourt

ICONIQ Capital

ICONIQ Capital is an American investment management firm headquartered in San Francisco, California.

See Family office and ICONIQ Capital

Investment Advisers Act of 1940

The Investment Advisers Act of 1940, codified at through, is a United States federal law that was created to monitor and regulate the activities of investment advisers (also spelled "advisors") as defined by the law.

See Family office and Investment Advisers Act of 1940

Investment management

Investment management (sometimes referred to more generally as asset management) is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors.

See Family office and Investment management

Investopedia

Investopedia is a global financial media website headquartered in New York City.

See Family office and Investopedia

Jeffrey Epstein

Jeffrey Edward Epstein (January 20, 1953August 10, 2019) was an American financier and sex offender.

See Family office and Jeffrey Epstein

Kirkbi

Kirkbi A/S (Kirkbi) is a Danish investment management company headquartered in Billund, Denmark that serves as a family office to manage the fortune of the Kristiansen family, the current owners of The Lego Group. Family office and Kirkbi are family offices.

See Family office and Kirkbi

Leon Black

Leon David Black (born July 31, 1951) is an American private equity investor.

See Family office and Leon Black

Limited liability company

A limited liability company (LLC) is the United States-specific form of a private limited company.

See Family office and Limited liability company

Mary Schapiro

Mary Lovelace Schapiro (born June 19, 1955) served as the 29th Chair of the U.S. Securities and Exchange Commission (SEC).

See Family office and Mary Schapiro

Mayfair Vermögensverwaltung

Mayfair Vermögensverwaltung SE is the family office of the families of Günter Herz and Daniela Herz.

See Family office and Mayfair Vermögensverwaltung

Mousse Partners

Mousse Partners is an investment management firm based in Bermuda that serves as a family office to manage the wealth of Alain and Gérard Wertheimer, the current owners of French luxury fashion house, Chanel. Family office and Mousse Partners are family offices.

See Family office and Mousse Partners

Multi-family office

A multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth. Family office and multi-family office are investment management.

See Family office and Multi-family office

Net worth

Net worth is the value of all the non-financial and financial assets owned by an individual or institution minus the value of all its outstanding liabilities.

See Family office and Net worth

Personality psychology

Personality psychology is a branch of psychology that examines personality and its variation among individuals.

See Family office and Personality psychology

Philanthropy

Philanthropy is a form of altruism that consists of "private initiatives for the public good, focusing on quality of life".

See Family office and Philanthropy

Private equity

Private equity (PE) is capital stock in a private company that does not offer stock to the general public.

See Family office and Private equity

Private foundation

A private foundation is a tax-exempt organization that does not rely on broad public support and generally claims to serve humanitarian purposes.

See Family office and Private foundation

Privately held company

A privately held company (or simply a private company) is a company whose shares and related rights or obligations are not offered for public subscription or publicly negotiated in their respective listed markets.

See Family office and Privately held company

Property management

Property management is the operation, control, maintenance, and oversight of real estate and physical property.

See Family office and Property management

Robert Wood Johnson Foundation

The Robert Wood Johnson Foundation (RWJF) is an American philanthropic organization.

See Family office and Robert Wood Johnson Foundation

Rockefeller family

The Rockefeller family is an American industrial, political, and banking family that owns one of the world's largest fortunes.

See Family office and Rockefeller family

Sherrod Brown

Sherrod Campbell Brown (born November 9, 1952) is an American politician who is the senior United States senator from Ohio, a seat which he has held since 2007.

See Family office and Sherrod Brown

Soros Fund Management

Soros Fund Management, LLC is a privately held American investment management firm.

See Family office and Soros Fund Management

Spear's Wealth Management Survey

Spear's (formerly known as Spear's WMS or Spear's Wealth Management Survey), founded in 2006 by William Cash, is a bimonthly British magazine for high-net-worth individuals and those in the financial service industries.

See Family office and Spear's Wealth Management Survey

Spell Capital Partners

Spell Capital Partners is a private equity firm based in Edina, Minnesota that specializes in the management of private equity.

See Family office and Spell Capital Partners

Succession planning

Succession planning is a process and strategy for replacement planning or passing on leadership roles.

See Family office and Succession planning

The New York Times

The New York Times (NYT) is an American daily newspaper based in New York City.

See Family office and The New York Times

The Wall Street Journal

The Wall Street Journal (WSJ), also referred to simply as the Journal, is an American newspaper based in New York City, with a focus on business and finance.

See Family office and The Wall Street Journal

Trade name

A trade name, trading name, or business name is a pseudonym used by companies that do not operate under their registered company name.

See Family office and Trade name

Trust (law)

A trust is a legal relationship in which the owner of property (or any other transferable right) gives it to another person or entity, who must manage and use the property solely for the benefit of another designated person.

See Family office and Trust (law)

U.S. Securities and Exchange Commission

The U.S. Securities and Exchange Commission (SEC) is an independent agency of the United States federal government, created in the aftermath of the Wall Street Crash of 1929.

See Family office and U.S. Securities and Exchange Commission

United States Senate Committee on Banking, Housing, and Urban Affairs

The United States Senate Committee on Banking, Housing, and Urban Affairs (formerly the Committee on Banking and Currency), also known as the Senate Banking Committee, has jurisdiction over matters related to banks and banking, price controls, deposit insurance, export promotion and controls, federal monetary policy, financial aid to commerce and industry, issuance of redemption of notes, currency and coinage, public and private housing, urban development, mass transit and government contracts.

See Family office and United States Senate Committee on Banking, Housing, and Urban Affairs

Venture capital

Venture capital (VC) is a form of private equity financing provided by firms or funds to startup, early-stage, and emerging companies, that have been deemed to have high growth potential or that have demonstrated high growth in terms of number of employees, annual revenue, scale of operations, etc.

See Family office and Venture capital

Vulcan Real Estate

Vale Group LLC, doing business as Vulcan Real Estate, is an American private holding company based in Seattle, Washington.

See Family office and Vulcan Real Estate

Wealth

Wealth is the abundance of valuable financial assets or physical possessions which can be converted into a form that can be used for transactions.

See Family office and Wealth

Wealth management

Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. Family office and wealth management are investment management.

See Family office and Wealth management

References

[1] https://en.wikipedia.org/wiki/Family_office

Also known as Family offices, List of family offices in United States, List of family offices in the United States, Private investment office, Single Family Office, Single-family office.

, Robert Wood Johnson Foundation, Rockefeller family, Sherrod Brown, Soros Fund Management, Spear's Wealth Management Survey, Spell Capital Partners, Succession planning, The New York Times, The Wall Street Journal, Trade name, Trust (law), U.S. Securities and Exchange Commission, United States Senate Committee on Banking, Housing, and Urban Affairs, Venture capital, Vulcan Real Estate, Wealth, Wealth management, Wharton School, Whittier Trust Company, Willett Advisors, Winklevoss Capital Management.

Family office, the Glossary

Table of Contents

See also

Family offices

References