您的看法

🛠 家族办公室搭建指南

十二个问题——一个示例架构、组织架构图及成本区间。

免费、只读的 JSON 接口，涵盖本站的指南、术语表与工具。

深色模式

主题

🧭 引导视图
初次接触市场？对价格、收益率、YTD、市值等概念感到陌生？浏览时我们将以通俗语言解释每个术语。数据相同，内置辅助说明。

⚡ 专业视图
您已熟悉市场。只看数据——简洁、快速、紧凑，无额外说明。此为默认视图。

界面语言

名录 · Consultants & Advisors

NEPC

Boston, MA

Investment consultant and OCIO with a private-wealth practice.

Serves family offices alongside institutions.

访问官方网站 ↗

链接已核验 Aug 10, 2026

本页面仅供参考，不构成背书、排名或推荐，本站与所列机构亦无任何商业关系。相关信息可能随时变动，请以官方网站为准。

更多内容，见 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.

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