ファミリーオフィス成熟度モデル
ファミリーオフィスは買うものではなく、育てるものです。典型的な成長の道筋は5つのステージで表され、各ステージで備わる機能が明らかになります。
Personal accounts, one advisor, taxes once a year, documents in email.
Consolidated statements, a written plan, an estate binder, a team of advisors who talk to each other.
First dedicated hire or fractional team, real reporting software, documented processes.
A real organization: investment function, finance function, governance calendar.
Teams by asset class, in-house legal/tax, audited financials, multi-generational governance.
ステージ 1 — Individual Investor
Personal accounts, one advisor, taxes once a year, documents in email.
一般的な機能・能力: Brokerage/bank accountsAn advisor or self-directed investingAnnual tax filingA will (sometimes)
ステージ 2 — Organized Wealth Management
Consolidated statements, a written plan, an estate binder, a team of advisors who talk to each other.
一般的な機能・能力: Written investment planConsolidated reporting from the advisorCoordinated CPA + attorney + advisorBasic entity hygieneInsurance reviewed
ステージ 3 — Micro Family Office
First dedicated hire or fractional team, real reporting software, documented processes.
一般的な機能・能力: 1–3 dedicated professionalsEntity-level books and consolidated net-worth viewInvestment policy statementBill-pay controls & wire proceduresPassword manager + MFA everywhereOutsourced specialists under coordination
ステージ 4 — Established Single Family Office
A real organization: investment function, finance function, governance calendar.
一般的な機能・能力: CIO-led investment processController-run monthly closeDirect/alternative investment programFamily meetings & educationFormal risk & insurance programVendor & cyber management
ステージ 5 — Institutional Family Office
Teams by asset class, in-house legal/tax, audited financials, multi-generational governance.
一般的な機能・能力: Asset-class teams & committeesIn-house counsel and taxAudited statementsFamily constitution & councilsNext-gen development programsEnterprise technology & security operations
現在の状況は？
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現在のステージ
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