المسرد
The vocabulary of substantial wealth — 11 مصطلحات، لكلٍّ منها صفحته الخاصة: ما معناه، ولماذا يهمّ، وأين يكمن أثره.
الكل
الخدمات المصرفية والتأمينالعائلة والحوكمةالعطاء الخيريالأسواق الخاصةالأسواق العامةالضرائبTrusts والتركات
MOIC
Multiple on Invested Capital
A simple ratio expressing total value returned or expected from an investment…
PFIC
Passive Foreign Investment Company
A Passive Foreign Investment Company (PFIC) is a foreign corporation meeting…
MFN
Most Favored Nation Clause
A Most Favored Nation clause is a contractual right that entitles an investor to…
TLH
Tax-Loss Harvesting
Tax-loss harvesting (TLH) is the practice of selling a security at a loss to…
TIPS
Treasury Inflation-Protected Securities
Treasury Inflation-Protected Securities are U.S. government bonds whose principal…
GRAT
Grantor Retained Annuity Trust
An irrevocable trust in which the grantor receives fixed annuity payments for a set…
A1
C1
D1
E1
I1
K1
P2
Private Bank
A financial institution or dedicated division of a larger bank that provides integrated banking, lending, investment, and advisory services…
الخدمات المصرفية والتأمين
Private Placement Life Insurance PPLI
Private Placement Life Insurance (PPLI) is a variable life insurance contract issued in a private, non-registered offering that allows the…
الخدمات المصرفية والتأمين
S2
Scheduled Valuables
A policy endorsement or separate policy that lists specific high-value items — art, jewelry, watches, wine, collectibles — individually, each with…
الخدمات المصرفية والتأمين
Self-Insurance
Self-insurance is the deliberate decision to retain a financial risk internally — absorbing potential losses from one's own resources — rather than…
الخدمات المصرفية والتأمين
U1