Portfolio Valuation
/ˈpɔːrtfəʊlioʊ ˌvæljuˈeɪʃən/
Definitions
- (n.) The process of determining the current worth of a collection of investments or assets, often for legal, financial, or tax purposes.
The court requested a detailed portfolio valuation to assess the estate's assets during probate.
Forms
- portfolio valuation
Related terms
See also
Commentary
Portfolio valuation is critical in legal contexts such as estate administration, divorce settlements, and compliance, where accurate asset worth determinations affect rights and obligations.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.