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🛠 КОНСТРУКТОР FAMILY OFFICE

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Family Office AI

Создать family office

Пошаговый путь от формулировки миссии до найма команды, выбора структур и запуска работы.

Подсказка: пошаговое руководство — это основа. Builder, Checklist и Cost Estimator — интерактивные дополнения к нему; всё, что они создают, является образовательным примером.
ИнструментКонструктор family office ИнструментОбщий чеклист ИнструментКалькулятор затрат ИнструментМодель зрелости

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 мин чтения

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 мин чтения

Пять шагов

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 мин чтения

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 мин чтения

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 мин чтения

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 мин чтения

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 мин чтения

Структуры

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 мин чтения

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 мин чтения

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 мин чтения

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 мин чтения

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

Создать 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

Инвестиции

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

Операционная деятельность

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

Управление и наследство

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

Индустрия

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

Роли и персонал

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

Сравнения

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