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🛠 家族办公室搭建指南

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名录 · Portfolio Reporting Software

Canoe Intelligence

New York, NY

Automates collection and extraction of alternative-investment documents and data.

Feeds K-1s, capital calls, and statements into reporting systems.

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更多内容，见 Portfolio Reporting Software

Addepar

Portfolio-reporting and analytics platform widely used by family offices and RIAs.

Arch

Platform for managing private-investment operations and documents.

Eton Solutions

Family-office platform combining accounting, reporting, and workflows (AtlasFive).

Masttro

Wealth-data platform giving families a consolidated view of total net worth.

SEI Family Office Services

Technology and outsourced services for family offices (the Archway platform).

家族办公室

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family Office What a Family Office Costs Why Family Offices Exist

构建 Family Office

How to Build a Family Office From the Ground Up Step 3: The Organizational Structure Step 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights On Step 1: Define the Family Office's Purpose Step 2: Inventory the Family's Assets Step 5: Hire the Core Team

投资

How Family Offices Invest Direct Investing Asset Allocation for Family Capital The Investment Policy Statement (IPS)Liquidity, Concentration, and Risk Public Markets: Equities and Fixed Income Real Estate in the Family Portfolio

运营管理

Family Office Accounting Family Office Technology Family Office Cybersecurity Consolidated Reporting: One True Net Worth Bill Pay, AP, and Financial Controls Family Office Software, Category by Category Banking, Custody, and Treasury

治理与遗产规划

Family Governance Estate Planning and Wealth Transfer How Family Offices Manage Tax Philanthropy and the Family Office The Family Constitution Succession: The Office After the Founder Preparing the Next Generation

行业

Careers in Family Offices How the Family Office Industry Is Changing Family Offices and Regulation

角色与人员配置

Family Office Roles & Staffing, Mapped Family Office CEO / President / Managing Director Chief Investment Officer (CIO)Portfolio Manager / Investment Director Asset Manager (Real Assets)Chief Financial Officer (CFO)Controller

对比分析

Single vs. Multi-Family Office Family Office vs. Wealth Manager Family Office vs. RIA Family Office vs. Private Bank Family Office vs. Financial Advisor Family Office vs. Hedge Fund Family Office vs. Private Equity Firm