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Risorse

Risorse sui family office

Report di settore, associazioni, conferenze, podcast e programmi formativi da conoscere. I link sono verificati automaticamente; nulla qui è sponsorizzato.

NuovoI libri hanno ora una sezione dedicata — Letteratura

Report e studi

UBS Global Family Office Report ↗ — UBS

Widely cited annual survey of large family offices' allocations and practices.

Campden Wealth Research ↗ — Campden Wealth

Recurring global research on family offices, family businesses, and next-gen wealth.

KPMG Global Family Office Compensation Benchmark ↗ — KPMG Private Enterprise & Agreus

Benchmark study of family-office roles and pay structures worldwide.

FOX Insights & Research ↗ — Family Office Exchange

Member research and thought leadership on running family offices.

Associazioni

Family Office Exchange (FOX) ↗ — FOX

The long-standing peer network for family offices: research, events, education.

STEP ↗ — Society of Trust and Estate Practitioners

Global body for trust and estate practitioners; the TEP designation.

Family Firm Institute ↗ — FFI

Association for family-enterprise professionals; GEN certificate programs.

UHNW Institute ↗ — UHNW Institute

Think tank advancing integrated advice for ultra-wealthy families.

Purposeful Planning Institute ↗ — PPI

Community focused on the human side of wealth transfer.

Conferenze ed eventi

Campden Wealth Events ↗ — Campden Wealth

Global calendar of closed-door family-office forums.

Opal Group Family Office Events ↗ — Opal Group

Recurring family-office and private-wealth conference series.

Markets Group Private Wealth Forums ↗ — Markets Group

Regional private-wealth and family-office forums.

Podcast

The Business of Family ↗ — Mike Boyd

Interviews with multi-generational families on governance and stewardship.

Family Office Podcasts (Family Office Club) ↗ — Richard C. Wilson / Family Office Club

Large library of talks and interviews from the Family Office Club community.

Newsletter e siti

WealthManagement.com ↗ — Informa

Industry news covering advisors, family offices, and trusts & estates.

InvestmentNews ↗ — InvestmentNews

News for the advice industry, including family-office coverage.

Kitces — Nerd's Eye View ↗ — Michael Kitces

Deep practice-management and planning analysis read across the wealth industry.

Formazione e certificazioni

CFA Program ↗ — CFA Institute

The investment profession's core credential; common among family-office CIOs.

CFP Certification ↗ — CFP Board

Financial-planning credential relevant to family-office advisory staff.

CPWA / Investments & Wealth Institute ↗ — Investments & Wealth Institute

Advanced-wealth credentials including CPWA for UHNW advising.

TEP Designation ↗ — STEP

The trust-and-estate practitioner qualification path.

Community

TIGER 21 ↗ — TIGER 21

Peer membership network of high-net-worth investors and entrepreneurs.

YPO ↗ — YPO

Global leadership community of chief executives, many navigating family wealth.

Family Office Club ↗ — Family Office Club

Large commercial community and event series around family offices.

Gli elenchi sono informativi, non costituiscono raccomandazioni; l'anno di pubblicazione è indicato quando un'opera ha un'edizione fissa. Segnala un link non funzionante tramite la pagina dei contatti e verrà corretto o rimosso.

Family office

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

Costruisci un family office

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

Investimenti

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

Operazioni

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 & patrimonio

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

Settore

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

Ruoli e personale

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

Confronti

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