Understand family offices — and how to build one.
★
Menu
What Is a Family Office? 🛠 Family Office Builder Learn News
Family Offices Overview Single Family Office Multi-Family Office Micro Family Office Costs Comparisons
Build How to Build — Step by Step Organizational Structure Roles & Staffing ✓ Checklist Cost Estimator Maturity Model
Investing Overview Direct Investing Policy Statements Due Diligence
Operations Overview Accounting Technology Cybersecurity
Governance Overview Estate Planning Tax Management Philanthropy
Industry Directory Resources Literature Glossary Careers
Tools & AI Ask the Data AI Agents API ★ Saved
About About us Contact Disclaimer
Your view
🛠 FAMILY OFFICE BUILDER

Twelve questions — an example structure, org chart, and cost band.

 API GATEWAY

Free read-only JSON access to the site's guides, glossary, and tools.
Dark mode
Theme

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
← Back
Directory · Consultants & Advisors

NEPC

Boston, MA
Investment consultant and OCIO with a private-wealth practice.

Serves family offices alongside institutions.

Visit official site ↗

Link verified Aug 10, 2026

This profile is informational only — it is not an endorsement, ranking, or recommendation, and this site has no commercial relationship with the organizations listed. Details change; always verify on the official site.

More in Consultants & Advisors

Callan

Institutional investment consulting firm.

 Cambridge Associates

Investment consultant and OCIO serving families, endowments, and foundations.

 Mercer

Global consultant offering investment advice and OCIO services.

Family Offices

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

Build a Family Office

How to Build a Family Office From the Ground UpStep 3: The Organizational StructureStep 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights OnStep 1: Define the Family Office's PurposeStep 2: Inventory the Family's AssetsStep 5: Hire the Core Team

Investing

How Family Offices InvestDirect InvestingAsset Allocation for Family CapitalThe Investment Policy Statement (IPS)Liquidity, Concentration, and RiskPublic Markets: Equities and Fixed IncomeReal Estate in the Family Portfolio

Operations

Family Office AccountingFamily Office TechnologyFamily Office CybersecurityConsolidated Reporting: One True Net WorthBill Pay, AP, and Financial ControlsFamily Office Software, Category by CategoryBanking, Custody, and Treasury

Governance & Estate

Family GovernanceEstate Planning and Wealth TransferHow Family Offices Manage TaxPhilanthropy and the Family OfficeThe Family ConstitutionSuccession: The Office After the FounderPreparing the Next Generation

Industry

Careers in Family OfficesHow the Family Office Industry Is ChangingFamily Offices and Regulation

Roles & Staffing

Family Office Roles & Staffing, MappedFamily Office CEO / President / Managing DirectorChief Investment Officer (CIO)Portfolio Manager / Investment DirectorAsset Manager (Real Assets)Chief Financial Officer (CFO)Controller

Comparisons

Single vs. Multi-Family OfficeFamily Office vs. Wealth ManagerFamily Office vs. RIAFamily Office vs. Private BankFamily Office vs. Financial AdvisorFamily Office vs. Hedge FundFamily Office vs. Private Equity Firm