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Family Office Directory

Een samengestelde directory van echte organisaties die family offices bedienen. Opname is informatief, geen ranglijst of aanbeveling — links worden automatisch geverifieerd.

Tip: filter op categorie om telkens één segment van de sector te bekijken. Elk profiel legt uit wat de organisatie doet en linkt naar de officiële site.
Wissen

Private Banks

Charlotte, NC Bank of America Private Bank

Private bank of Bank of America (formerly U.S. Trust).

New York, NY Brown Brothers Harriman

Private partnership offering private banking and wealth services to families.

New York, NY Citi Private Bank

Global private bank with a dedicated family-office group.

New York, NY Goldman Sachs Private Wealth Management

Private-wealth arm of Goldman Sachs serving UHNW clients and family offices.

New York, NY J.P. Morgan Private Bank

Global private bank serving ultra-high-net-worth families and family offices.

New York, NY Morgan Stanley Private Wealth Management

UHNW-focused division of Morgan Stanley Wealth Management.

Zurich, Switzerland UBS Global Wealth Management

Global wealth manager with a dedicated global family and institutional wealth arm.

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

Een family office opbouwen

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

Beleggen

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

Operaties

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 & nalatenschap

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

Sector

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

Rollen & Bezetting

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

Vergelijkingen

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