Alat interaktif
Family Office Builder
Jawab dua belas pertanyaan tentang situasi Anda. Builder menilai tingkat kompleksitas dan menampilkan contoh struktur family office: modelnya, bagan organisasi, matriks fungsi build-vs-buy, dan kisaran biaya ilustratif.
Alat edukatif: hasil yang ditampilkan adalah contoh perkiraan umum, bukan saran keuangan, hukum, pajak, atau investasi. Tidak ada data yang Anda masukkan yang disimpan atau dikirim ke mana pun selain untuk menghitung hasilnya.
Model contoh Anda ·
Kisaran biaya operasional tahunan ilustratif:
Hanya contoh ilustratif — lihat Cost Estimator untuk membuat rincian biaya Anda sendiri.
Hanya contoh ilustratif — lihat Cost Estimator untuk membuat rincian biaya Anda sendiri.
Contoh Bagan Organisasi
Bangun vs. Beli — Matriks Fungsi
| Fungsi | Pendekatan umum pada tahap ini |
|---|
Baca Selanjutnya
Yang Dapat Dihasilkan oleh Builder
Contoh kasus: keluarga dengan aset $30–100 juta, 11–25 entitas, beberapa direct deal, dan dua generasi biasanya masuk kategori ini.
Contoh hasil · Tahap 5/6
Mid-Sized Single Family Office
A structured organization (roughly six to fifteen people) with distinct investment and finance functions and formal governance.
Kisaran biaya operasional tahunan ilustratif: $1.5M – $4M
Family board / principalinternal
Managing director / CEOinternal
Chief Investment Officerinternal
Investment team (2–4 professionals)internal
CFO / Controllerinternal
Accounting teaminternal
Chief of staff & administrative teaminternal
Tax director (or outsourced tax lead)fraksional
General counsel (or outside counsel)fraksional
Technology / cybersecurity leadfraksional
Real-estate / property managerinternal
Operating-company management (separate from the family office)internal
| Fungsi | Pendekatan umum pada tahap ini |
|---|---|
| Investment strategy & allocation | internal |
| Manager selection & due diligence | internal |
| Direct-deal execution | internal |
| Accounting & bookkeeping | internal |
| Consolidated reporting | internal |
| Bill payment | internal |
| Tax preparation | hibrida |
| Tax strategy & coordination | internal |
| Legal & entity management | hibrida |
| Estate planning | outsourced |
| Real-estate / property management | internal |
| Insurance & risk | internal |
| Cybersecurity & IT | internal |
| Philanthropy administration | internal |
| Family governance & education | internal |
Educational example generated from rule-of-thumb complexity scoring — not financial, legal, tax, or investment advice. Work with qualified attorneys, CPAs, and advisors before creating any structure.