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Family Offices

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Directory · Custodians & Platforms

Interactive Brokers

Electronic brokerage used by sophisticated investors and some lean family offices.

Low-cost multi-asset trading and custody.

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Link geverifieerd Aug 10, 2026

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Meer in Custodians & Platforms

BNY Pershing

BNY's clearing and custody business serving advisory firms and family offices.

Charles Schwab

Major U.S. brokerage and custodian widely used by advisors and family offices.

Fidelity Investments

Diversified financial firm; a leading custodian for family offices and RIAs.

Northern Trust

Global custodian and wealth manager with a long-standing family-office practice.

Family Offices

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

Een family office opbouwen

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

Beleggen

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

Operaties

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

Governance & nalatenschap

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

Sector

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

Rollen & Bezetting

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

Vergelijkingen

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