Créer un family office
Un parcours étape par étape, de la définition de la mission au recrutement de l'équipe, en passant par le choix des structures et le lancement des opérations.
Le Blueprint
How to Build a Family Office From the Ground Up
Building a family office follows five sequential steps: define the office's purpose, inventory the family's assets, create an organizational structure, decide… · 9 min de lecture
The First 90 Days: Turning the Lights On
The first 90 days of a family office are about turning a legal entity into a working operation — opening accounts, locking down security, collecting documents… · 6 min de lecture
Les cinq étapes
Step 1: Define the Family Office's Purpose
Defining a family office's purpose means deciding—before hiring anyone or choosing a structure—exactly which functions the office will perform and why. A… · 6 min de lecture
Step 2: Inventory the Family's Assets
A family asset inventory is a complete, structured list of everything a family owns and everything it owes — cash, investments, real estate, operating… · 6 min de lecture
Step 3: The Organizational Structure
A family office organizational structure is the layered system of legal entities — management companies, holding companies, trusts, partnerships, property… · 7 min de lecture
Step 4: Internal vs. Outsourced (Build vs. Buy)
The internal-versus-outsourced decision is one of the most consequential choices a family office makes: for each function, a family must weigh whether the… · 7 min de lecture
Step 5: Hire the Core Team
Hiring the right people in the right order is one of the most consequential decisions in building a family office. Most families start with a trusted… · 6 min de lecture
Structures
The Lean Family Office, Illustrated
A lean family office is a small, tightly staffed operation — typically three to four people inside the office — supported by a circle of outside specialists.… · 6 min de lecture
The Mid-Sized Family Office, Illustrated
A mid-sized family office typically employs between six and fifteen people and adds formal layers — a managing director, a small investment team, a CFO or… · 5 min de lecture
The Institutional Family Office, Illustrated
An institutional family office is a fully staffed, in-house organization typically serving one family with significant, multi-generational wealth across a wide… · 6 min de lecture
Legal Entities a Family Office Uses
A family office typically operates through a layered set of legal entities — not a single company — that separate management, investment holding, and estate… · 6 min de lecture