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Family Office AI

このサイトについて

Family Office AI is an educational reference on family offices — the organizational infrastructure families build around significant wealth, investments, businesses, and financial complexity. The site exists to take a reader from "what is a family office?" all the way to "here is how I would build and operate one," in plain English, without assuming billions of dollars or selling anything along the way.

What you'll find. 98 plain-English guides across eight sections (overview and types, building, investing, operations, governance and estate, industry, roles, and comparisons); a 151-term glossary where every major term has its own page; a curated directory of 76 real organizations serving the industry; a verified resource library; real news from named outlets; and interactive teaching tools — the Family Office Builder, the master checklist, a cost estimator, and the maturity model.

The central idea. A family office is not just an investment shop. It is the administrative, financial, investment, legal-coordination, accounting, governance, estate-planning, risk-management, and operational infrastructure around a family's assets — and it comes in every size, from one sharp professional with excellent software to a hundred-person institution. This site teaches how to build that infrastructure intelligently at any scale.

What this site is not. It is not an adviser, a law firm, an accounting firm, or a marketplace. It does not give individualized advice, rank providers, or accept payment for directory placement. Figures in guides and tools are labeled illustrative examples. See the Disclaimer, Methodology, and Editorial Policy.

Languages & access. The interface is available in 16 languages, the full content is served through a free read-only JSON API, and AI assistants can use the site directly — see AI Agents.

Contact. Corrections, directory updates, and questions: contact the operators.

ファミリーオフィス

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family OfficeWhat a Family Office CostsWhy Family Offices Exist

ファミリーオフィスを構築する

How to Build a Family Office From the Ground UpStep 3: The Organizational StructureStep 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights OnStep 1: Define the Family Office's PurposeStep 2: Inventory the Family's AssetsStep 5: Hire the Core Team

投資

How Family Offices InvestDirect InvestingAsset Allocation for Family CapitalThe Investment Policy Statement (IPS)Liquidity, Concentration, and RiskPublic Markets: Equities and Fixed IncomeReal Estate in the Family Portfolio

オペレーション

Family Office AccountingFamily Office TechnologyFamily Office CybersecurityConsolidated Reporting: One True Net WorthBill Pay, AP, and Financial ControlsFamily Office Software, Category by CategoryBanking, Custody, and Treasury

ガバナンスと相続

Family GovernanceEstate Planning and Wealth TransferHow Family Offices Manage TaxPhilanthropy and the Family OfficeThe Family ConstitutionSuccession: The Office After the FounderPreparing the Next Generation

業界

Careers in Family OfficesHow the Family Office Industry Is ChangingFamily Offices and Regulation

役割と人員配置

Family Office Roles & Staffing, MappedFamily Office CEO / President / Managing DirectorChief Investment Officer (CIO)Portfolio Manager / Investment DirectorAsset Manager (Real Assets)Chief Financial Officer (CFO)Controller

比較

Single vs. Multi-Family OfficeFamily Office vs. Wealth ManagerFamily Office vs. RIAFamily Office vs. Private BankFamily Office vs. Financial AdvisorFamily Office vs. Hedge FundFamily Office vs. Private Equity Firm