Unified Managed Account (UMA)
Goal-Based Investing
Family Offices
Fully Vested
Defining a Blind Trust
Private Banking
Unified Managed Household Account (UMHA)
Non-Accredited Investor
Widely Held Fixed Investment Trust (WHFIT)
Risk Averse
Bullet GIC
Window Guaranteed Investment Contract
Financial Power of Attorney
Early Withdrawal
Common Law Property
Receiver
Regulation M
Sothebys
Sudden Wealth Syndrome (SWS)