Глоссарий
Словарь крупного частного капитала:16 терминов, каждый с отдельной страницей: что означает, почему важен и где может навредить.
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Банковское дело и страхованиеСемья и управлениеБлаготворительностьЧастные рынкиПубличные рынкиНалогиТрасты и наследство
PPM
PPM
Private Placement Memorandum
A Private Placement Memorandum (PPM) is the primary disclosure document for a…
DPI DPI Distributions to Paid-InA private-fund metric expressing the ratio of cumulative cash distributions…
DDQ DDQ Due Diligence QuestionnaireA standardized document that investment managers complete so allocators can…
TLH TLH Tax-Loss HarvestingTax-loss harvesting (TLH) is the practice of selling a security at a loss to…
IDGT IDGT Intentionally Defective Grantor TrustAn irrevocable trust deliberately structured so that assets leave the grantor's…
RVPI RVPI Residual Value to Paid-InA private-fund metric expressing the ratio of the net asset value of unrealized…
C2
Consolidated Reporting
Consolidated reporting assembles data from all of a family's accounts, custodians, funds, and properties into a single unified view of total wealth…
Семья и управление
Custodian
A custodian is a financial institution that holds a client's assets for safekeeping, settles trades, and maintains official records of ownership.
Семья и управление
F5
Family Assembly
A formal, recurring gathering of all family members, across branches and generations, convened to discuss shared values, wealth matters, and…
Семья и управление
Family Bank
An internal lending structure through which a family provides loans to members for business ventures, education, or other purposes under formally…
Семья и управление
Family Constitution
A family constitution is a written document that articulates a family's shared values, governance structures, decision-making rules, and expectations…
Семья и управление
Family Council
A family council is a representative governing body composed of family members that provides a forum for collective decision-making, communication…
Семья и управление
Family Office
A family office is an organization, or coordinated set of services, dedicated to managing the financial, administrative, and sometimes personal…
Семья и управление
H1
I2
Investment Committee
A formal body of individuals, family members, advisors, or both, given defined authority to make or oversee investment decisions on behalf of a…
Семья и управление
Investment Policy Statement IPS
An investment policy statement is a written document that establishes a portfolio's objectives, risk parameters, asset allocation guidelines, and…
Семья и управление
M1
O1
S3
Shirtsleeves to Shirtsleeves
A piece of multigenerational folklore warning that family wealth created in one generation is often dissipated by the third, expressed in similar…
Семья и управление
Single-Family Office SFO
A single-family office is a private organization owned and operated by one family solely to manage that family's wealth, affairs, and legacy.
Семья и управление
Stewardship
The philosophy that current holders of family wealth are caretakers of resources intended to benefit future generations, not simply owners free to…
Семья и управление
V1