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

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

Data & Research

Boston, MA FINTRX

Data platform mapping family offices and registered advisors.

Chicago, IL Morningstar

Investment research and data provider covering funds, equities, and managers.

Seattle, WA PitchBook

Private-markets data platform covering funds, deals, and investors.

London, UK Preqin

Alternatives data provider across private equity, credit, and real assets.

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