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マスターチェックリスト

ファミリーオフィスの立ち上げをフェーズごとにすべてのステップで解説。完了した項目にチェックを入れてください — 進捗はブラウザにのみ保存されます。

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Phase 1 — Define & Inventory

Write down what the office is for

One page: which problems it must solve first — reporting, investments, admin, tax coordination, estate, governance. ガイドを読む →

Inventory every asset

Cash, securities, funds, real estate, companies, credit, partnerships, trusts, retirement, insurance, collectibles. ガイドを読む →

Inventory every liability and guarantee

Mortgages, lines, margin, personal guarantees, contingent obligations — the side everyone forgets. ガイドを読む →

List every legal entity and who owns it

LLCs, partnerships, corporations, trusts — with an ownership tree, even a rough one. ガイドを読む →

Identify family members and beneficiaries

Who the office serves now, who it will serve, and who holds decision rights. ガイドを読む →

Map current advisors and what each costs

CPAs, attorneys, managers, banks, insurance — provider, scope, fee. This becomes the outsourcing baseline. ガイドを読む →

Phase 2 — Design

Choose the model to start with

Organized advisors, virtual, micro, lean SFO, or an MFO relationship — complexity, not ego, decides. ガイドを読む →

Run the Builder and pressure-test the result

Use the interactive Builder as a strawman, then argue with it. ガイドを読む →

Decide internal vs outsourced, function by function

Investments, accounting, tax, legal, property, insurance, IT, philanthropy — build-vs-buy on paper. ガイドを読む →

Sketch the organizational structure with counsel

Management company, holdcos, property LLCs, trusts — attorneys and CPAs make it real. ガイドを読む →

Set the first-year budget

Staff, systems, advisors, office — with a contingency. Compare against current advisor spend. ガイドを読む →

Define reporting requirements

What the family must see monthly/quarterly: net worth, performance, cash, taxes, entities. ガイドを読む →

Design governance to match family size

Meeting rhythm, decision rights, an investment committee — lightweight is fine; absent is not. ガイドを読む →

Phase 3 — Foundations

Engage the estate attorney

Wills, trusts, and the entity layer belong with counsel from day one. ガイドを読む →

Engage the tax CPA and set the calendar

K-1 tracking, estimates, projections — coordination starts before the first filing. ガイドを読む →

Form the management company

The entity that employs staff and contracts vendors — with counsel. ガイドを読む →

Establish banking, custody, and account titling

Right accounts, right entities, right signers. ガイドを読む →

Adopt the approval matrix and wire controls

Dual control on money movement from day one — the single best fraud defense. ガイドを読む →

Review the whole insurance program

Property, umbrella, D&O, cyber, key-person — one coordinated review. ガイドを読む →

Roll out password manager + MFA to everyone

Family included. No exceptions, financial accounts first. ガイドを読む →

Stand up document management

One organized, permissioned vault for entity docs, statements, tax returns, policies. ガイドを読む →

Phase 4 — Team & Technology

Hire the first professional

Usually the generalist director/controller — trust and breadth over pedigree. ガイドを読む →

Write role descriptions even for a team of two

Who owns what; where the seams are; what gets outsourced. ガイドを読む →

Set up payroll, benefits, and HR basics

Household employees included — properly, from the start. ガイドを読む →

Select consolidated-reporting software

The office's flagship product; demo against your real entity tree. ガイドを読む →

Select the accounting/GL system

Entity-aware books that feed the consolidated view. ガイドを読む →

Harden email and devices

The wire-fraud surface: verified-callback rules, device management, training. ガイドを読む →

Build the vendor list with owners

Every provider, its owner inside the office, renewal dates, and exit terms. ガイドを読む →

Phase 5 — Operate & Govern

Adopt the Investment Policy Statement

Objectives, allocation ranges, roles, restrictions, reporting — signed by the family. ガイドを読む →

Run the first monthly close and consolidated report

The proof the machine works: one true net worth, on time. ガイドを読む →

Set the investment-committee cadence

Calendar, memo format, minutes — however small the committee. ガイドを読む →

Hold the first family meeting under the new office

Report what exists, what it costs, how decisions get made. ガイドを読む →

Structure the philanthropy

DAF, foundation, or direct — pick deliberately and administer it centrally. ガイドを読む →

Write the incident-response one-pager

Who calls whom when fraud, breach, or disaster hits — before it does. ガイドを読む →

Schedule the annual structure-and-cost review

Once a year: does the model still fit the complexity? Adjust deliberately. ガイドを読む →

Start the next-generation program

Education, meeting seats, small responsibilities — succession begins now. ガイドを読む →

このチェックリストは学習補助ツールです — 手順と優先順位はファミリーによって異なります。法務・税務の手続きについては、資格を持つ弁護士、CPA、およびアドバイザーにご相談ください。

マスターチェックリスト

Phase 1 — Define & Inventory

Phase 2 — Design

Phase 3 — Foundations

Phase 4 — Team & Technology

Phase 5 — Operate & Govern

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