Estimator Biaya Family Office
Susun tim dan tumpukan operasional; estimator menjumlahkan kisaran tahunan ilustratif — staf versus overhead — agar Anda dapat melihat apa yang mendorong biaya sebelum ada yang direkrut.
| Rincian item | Rendah | Tinggi |
|---|
Contoh Nyata — Sebuah Micro Family Office
Seorang manajer family office, seorang kontroler, dan seorang asisten eksekutif, ditambah susunan outsourcing yang umum:
| Rincian item | Rendah | Tinggi |
|---|---|---|
| Family Office Manager | $130,000 | $260,000 |
| Controller | $160,000 | $320,000 |
| Executive Assistant | $75,000 | $140,000 |
| Office space & operations | $30,000 | $250,000 |
| Portfolio reporting / consolidation software | $15,000 | $120,000 |
| Accounting / general-ledger systems | $5,000 | $60,000 |
| Cybersecurity tooling & monitoring | $10,000 | $80,000 |
| Outside tax preparation & CPA fees | $25,000 | $200,000 |
| Outside legal counsel | $40,000 | $300,000 |
| Insurance program (P&C, umbrella, D&O, cyber) | $20,000 | $250,000 |
Illustrative educational ranges only — actual compensation and vendor costs vary widely by city, asset mix, and complexity. Not a quote, survey, or advice.
Layanan yang Sama, Berbagi Biaya: Penetapan Harga Multi-Family Office
Estimator di atas menghitung harga untuk kantor yang Anda miliki sendiri. Dalam multi-family office, beberapa keluarga berbagi satu platform dan masing-masing membayar biaya — biasanya berbasis aset — alih-alih menanggung seluruh anggaran. Contoh ilustratif:
| Aset dalam pengelolaan nasihat | Ilustrasi biaya tahunan MFO | Tarif tersirat |
|---|---|---|
| $25M | $75,000 – $250,000 | 0.30% – 1.00% |
| $50M | $125,000 – $400,000 | 0.25% – 0.80% |
| $100M | $200,000 – $650,000 | 0.20% – 0.65% |
| $250M | $375,000 – $1.25M | 0.15% – 0.50% |