Glossary

A comprehensive list of terms for the things related to fundraising and OSINT with clear definitions

Activism

A strategy where investors seek to influence a company's policies...

Endowment

An endowment is an investment pool established to fund the long-term financial needs of a university, hospital, foundation, or nonprofit organization.

Family Office

A family office is a private organization that manages the wealth of a single ultra-high-net-worth individual or family, including investments, estate planning, tax strategy, and financial operations.

Foundation

A foundation is a philanthropic investment entity that manages capital to support a defined mission or set of charitable goals.

Fund of Funds (FoF)

A Fund of Funds (FoF) is an investment vehicle that allocates capital to multiple external funds rather than investing directly in companies or real assets.

Multi-Family Office (MFO)

A Multi-Family Office (MFO) is a wealth management and investment platform that serves multiple high-net-worth families under one structure.

Pension Fund

A detailed explanation of what a pension fund is, how pension funds allocate to private markets, and how their governance, participant obligations, and risk controls shape the way they evaluate fund managers.

Private Bank Wealth Management

Private bank wealth management refers to financial advisory and investment services delivered by the wealth management divisions of major banks to high-net-worth and ultra-high-net-worth individuals.

Private Equity

Investment in private companies or buyouts of public companies, typically involving active ownership and value creation strategies aimed at improving operations and financial performance.

Registered Investment Advisor (RIA)

A Registered Investment Advisor (RIA) is a professional advisory firm that manages wealth on behalf of individuals and families and is legally required to act in the best financial interests of clients (fiduciary standard).

Single Family Office (SFO)

A Single Family Office (SFO) is a private investment and wealth management organization that serves one ultra-high-net-worth family. It manages the family’s capital across public and private markets, real estate, direct investments, fund allocations, estate planning, philanthropy, and intergenerational wealth transfer.

Sovereign Wealth Fund (SWF)

A Sovereign Wealth Fund (SWF) is a state-owned investment institution that manages national wealth on behalf of a country.