역할 및 인력 구성
패밀리 오피스의 모든 직책을 설명합니다: 역할, 필요한 시점, 외부 위탁 가능 여부까지.
전체 직책 한눈에 보기
마스터 목록의 19개 직책 전부 — 공동 직책은 하나의 가이드를 공유하며, 모든 직함은 여기서 찾을 수 있습니다.
| 직책 | 다루는 내용 |
|---|---|
| 최고경영자(CEO) | Family Office CEO / President / Managing Director |
| 대표 | Family Office CEO / President / Managing Director |
| 매니징 디렉터 | Family Office CEO / President / Managing Director |
| 최고투자책임자(CIO) | Chief Investment Officer (CIO) |
| 투자 디렉터 | Portfolio Manager / Investment Director |
| 포트폴리오 매니저 | Portfolio Manager / Investment Director |
| 자산 운용사 | Asset Manager (Real Assets) |
| 최고재무책임자(CFO) | Chief Financial Officer (CFO) |
| 재무 총괄 | Controller |
| 회계사 | Accountant / Bookkeeper |
| 세무 디렉터 | Tax Director |
| 법무 총괄 | General Counsel |
| 최고운영책임자(COO) | Chief Operating Officer (COO) |
| 비서실장 | Chief of Staff |
| 수석 보좌관 | Executive Assistant |
| 패밀리 오피스 매니저 | Family Office Manager / Director |
| 자산 관리인 | Estate / Property Manager |
| 자선 활동 디렉터 | Philanthropy Director |
| 기술 / 사이버보안 디렉터 | Technology / Cybersecurity Director |
개요
Family Office Roles & Staffing, Mapped
A family office staffing map covers every role from CEO to bookkeeper, explains what each person does, when that role typically becomes necessary, and whether… · 7 분 소요
역할 가이드
Family Office CEO / President / Managing Director
The family office CEO, president, or managing director is the top operational seat in a family office — the person responsible for running the office as a… · 6 분 소요
Chief Investment Officer (CIO)
A family office Chief Investment Officer (CIO) owns the investment program from end to end — setting asset allocation strategy, selecting and monitoring… · 6 분 소요
Portfolio Manager / Investment Director
The Portfolio Manager or Investment Director is the hands-on investment seat in a family office, sitting directly below the Chief Investment Officer and… · 6 분 소요
Asset Manager (Real Assets)
The Asset Manager (Real Assets) is the family office team member responsible for the day-to-day operational oversight of physical assets — primarily real… · 6 분 소요
Chief Financial Officer (CFO)
The family office CFO is the senior finance leader responsible for accounting policy, consolidated reporting, treasury, tax coordination, internal controls… · 6 분 소요
Controller
A family office controller owns the books: recording every transaction, closing the accounts each month, producing financial statements, and making sure the… · 6 분 소요
Accountant / Bookkeeper
The family office accountant or bookkeeper handles the daily transactional layer of financial operations: recording journal entries, reconciling accounts… · 6 분 소요
Tax Director
A family office Tax Director leads in-house tax strategy and planning — not just filing returns — coordinating with outside preparers, managing entity-level… · 7 분 소요
General Counsel
The General Counsel (GC) is the family office's senior legal authority, responsible for entity governance, contract review, deal support, and coordinating… · 7 분 소요
Chief Operating Officer (COO)
The Chief Operating Officer (COO) of a family office is the person responsible for making the organization run smoothly — overseeing processes, technology… · 6 분 소요
Chief of Staff
A family office Chief of Staff acts as the principal's force multiplier — managing priorities, information flow, meeting rhythms, and special projects so the… · 6 분 소요
Executive Assistant
A family office executive assistant manages the calendars, travel, correspondence, filings, and personal logistics that keep the principal's life and the… · 6 분 소요
Family Office Manager / Director
The Family Office Manager or Director is the generalist leader most commonly hired first in micro and lean family offices — a single person who handles… · 6 분 소요
Estate / Property Manager
An estate or property manager runs the physical infrastructure of a wealthy family's homes and properties — coordinating household staff, vendors, maintenance… · 6 분 소요
Philanthropy Director
A Philanthropy Director leads a family office's giving program from end to end — working with the family to set charitable strategy, managing grant pipelines… · 6 분 소요
Technology / Cybersecurity Director
The Technology / Cybersecurity Director is the family office role responsible for owning the reporting stack, managing integrations between financial systems… · 7 분 소요