Xây dựng Family Office
Một lộ trình từng bước từ việc xác định sứ mệnh đến tuyển dụng đội ngũ, lựa chọn cấu trúc, và chính thức đi vào hoạt động.
The 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 phút đọc
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 phút đọc
Năm bước thực hiện
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 phút đọc
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 phút đọc
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 phút đọc
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 phút đọc
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 phút đọc
Các cấu trúc
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 phút đọc
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 phút đọc
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 phút đọc
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 phút đọc