Comprendre les family offices — et comment en créer un.
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Qu'est-ce qu'un family office ? 🛠 Family Office Builder Formation Actualités
Family Offices Vue d'ensemble Single Family Office Multi-family office Micro family office Coûts Comparaisons
Construire Comment en créer un — étape par étape Structure organisationnelle Rôles & effectifs ✓ Liste de contrôle Estimateur de coûts Modèle de maturité
Investissement Vue d'ensemble Investissement direct Déclarations de politique Due Diligence
Opérations Vue d'ensemble Comptabilité Technologie Cybersécurité
Gouvernance Vue d'ensemble Planification successorale Gestion fiscale Philanthropie
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Outils & IA Interroger les données Agents IA API ★ Enregistré
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🛠 FAMILY OFFICE BUILDER

Douze questions — un exemple de structure, organigramme et fourchette de coûts.

PASSERELLE API

Accès JSON gratuit en lecture seule aux guides, au glossaire et aux outils du site.

Mode sombre
Thème

🧭 Vue guidée
Nouveau sur les marchés — prix, rendements, YTD, capitalisation boursière ? Nous expliquons chaque terme au fil de votre navigation, en langage clair. Les mêmes données, avec l'aide intégrée.

⚡ Vue expert
Vous connaissez déjà les marchés. Uniquement les données — claires, rapides et compactes, sans explications superflues. Il s'agit de la vue par défaut.

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Accès libre

API

Accès JSON gratuit en lecture seule à tout ce que ce site publie — guides, glossaire, répertoire, ressources, actualités et outils déterministes — servi depuis notre cache. Aucune clé requise. Information éducative uniquement, jamais de conseil.

/articles

The guide catalog: slug, title, section, summary

curl "https://buildafamilyoffice.ai/api/v1/articles?section=build"

/article/{slug}

One full guide as plain text with FAQ and related slugs

curl "https://buildafamilyoffice.ai/api/v1/article/what-is-a-family-office"

/glossary

Every term with its short definition

curl "https://buildafamilyoffice.ai/api/v1/glossary?q=trust"

/glossary/{slug}

One term with its full explanation

curl "https://buildafamilyoffice.ai/api/v1/glossary/single-family-office"

/directory

Curated real organizations, link-verified

curl "https://buildafamilyoffice.ai/api/v1/directory?category=Portfolio%20Reporting%20Software"

/resources

Books, reports, associations, podcasts, education

curl "https://buildafamilyoffice.ai/api/v1/resources?kind=book"

/checklist

The how-to-start checklist, phase by phase

curl "https://buildafamilyoffice.ai/api/v1/checklist"

/news

Latest headlines — each links to its publisher

curl "https://buildafamilyoffice.ai/api/v1/news?limit=20"

/maturity

The five-stage maturity model

curl "https://buildafamilyoffice.ai/api/v1/maturity"

/search

Search guides, glossary, and directory

curl "https://buildafamilyoffice.ai/api/v1/search?q=trust"

POST /tools/builder

Le Family Office Builder en tant qu'API — envoyez vos réponses, obtenez l'exemple de structure.

curl -X POST "https://buildafamilyoffice.ai/api/v1/tools/builder" -H "Content-Type: application/json" -d '{"assets":"30-100","entities":"11-25","trusts":"1-3","realestate":"6-20","opco":"1","members":"3-6","generations":"2","intl":"no","privates":"some","philanthropy":"daf","staffpref":"open","priorities":["invest","report"]}'

POST /tools/cost

Le Cost Estimator en tant qu'API — fourchettes illustratives, détaillées de façon transparente.

curl -X POST "https://buildafamilyoffice.ai/api/v1/tools/cost" -H "Content-Type: application/json" -d '{"roles":{"fomanager":1,"controller":1,"ea":1},"opex":["office","reporting","cpa","legal","insurance"]}'

POST /tools/maturity

L'auto-évaluation de maturité en tant qu'API.

curl -X POST "https://buildafamilyoffice.ai/api/v1/tools/maturity" -H "Content-Type: application/json" -d '{"reporting":"advisor","people":"small","entities":"chart","cash":"regular","governance":"meetings","security":"mfa","travel":"advisor"}'
Les réponses utilisent l'enveloppe {"data": ..., "meta": {...}} — meta contient les comptages, un horodatage, les attributions et la clause de non-responsabilité permanente. Mise en cache ~2 minutes ; CORS ouvert ; merci de maintenir un rythme de requêtes raisonnable.

Family Offices

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

Créer un family office

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

Investissement

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

Opérations

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

Gouvernance & patrimoine

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

Secteur

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

Rôles & effectifs

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

Comparaisons

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