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🛠 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。

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行业

家族办公室名录

一份经过筛选的目录，收录真实服务于 family office 的机构。收录仅供参考，不代表排名或背书——链接经自动验证。

使用提示：按类别筛选，每次聚焦行业的一个板块。每份简介说明该机构的职能，并附有其官方网站链接。

Associations & Networks · 6 Law Firms · 6 Insurance · 5 Accounting Firms · 8 Portfolio Reporting Software · 6 Consultants & Advisors · 4 Cybersecurity · 3 Data & Research · 4 Recruiting & Compensation · 4 Multi-Family Offices · 12 Family Office Technology · 6 Private Banks · 7 Custodians & Platforms · 5

Consultants & Advisors

San Francisco, CA Callan

Institutional investment consulting firm.

Boston, MA Cambridge Associates

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

Consultants & Advisors Mercer

Global consultant offering investment advice and OCIO services.

Boston, MA NEPC

Investment consultant and OCIO with a private-wealth practice.

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