Alles, was Sie über Family Offices wissen müssen.
Erfahre, was Family Offices sind, wie sie funktionieren und wie man eines von Grund auf aufbaut – ob als schlankes Micro Family Office oder als vollständig institutionelle Organisation.
Single-, Multi- und Micro-Family-Offices
Es gibt keine einheitliche Definition und kein Mindestvermögen. Family Offices reichen von einer einzelnen Fachkraft mit guter Software bis hin zu Institutionen mit hundert Mitarbeitenden.
Single Family Office (SFO)
A single family office (SFO) is a private organization built and owned by one family to manage the full complexity of significant wealth, investments, taxes, legal structures…
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Multi-Family Office (MFO)
A multi-family office (MFO) is a professional firm that delivers family-office-level services, investment oversight, consolidated reporting, tax coordination, estate planning…
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Micro Family Office
A micro family office is an informal term for a deliberately lean family office structure built around a principal and a small core team, typically one investment or asset…
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Virtual Family Office (VFO)
A virtual family office (VFO) is a coordinated network of outside specialists. Accountants, attorneys, investment advisors, and others. Assembled around a family's wealth without…
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Das Flaggschiff-Tool
Family Office Builder
Beantworten Sie zwölf Fragen zu Ihren Vermögenswerten, Gesellschaften und Prioritäten – und erhalten Sie eine Beispielstruktur, ein Organigramm, eine Funktionsmatrix sowie eine illustrative Kostenspanne. Zur Information, keine Beratung.
Ihre Beispielstruktur erstellen →Das Family-Office-Reifegradmodell
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.
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Empfohlene Leitfäden
How to Build a Family Office From the Ground Up
Building a family office follows five sequential steps: define the office's purpose, inventory the family's assets, create an organizational…
Family Office Accounting
Family office accounting is the financial recordkeeping infrastructure that tracks every entity, investment, expense, and transfer inside a family's…
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…
Family Governance
Family governance is the set of structures, rules, and habits that help a family make decisions together. About money, employment, distributions, and…
How Family Offices Invest
Family offices invest differently from most institutions because they combine long time horizons, significant tax sensitivity, concentrated legacy…
Careers in Family Offices
Family offices hire across a wide range of disciplines. Investment management, accounting, tax, legal, technology, estate operations, and executive…
Do You Need a Family Office?
Whether you need a family office depends far more on the complexity of your financial life than on a specific dollar threshold. A family with $30…
Family Office Technology
Family office technology is the software stack that connects every operational function. From portfolio reporting and accounting to document storage…
Für echte Komplexität konzipiert
Betriebsgesellschaften, Immobilien, Schiffe, Flugzeuge, Sammlungen – ein Family Office existiert, weil Vermögen selten unbeweglich auf einem einzigen Konto liegt.
Nachrichten zu Wealth Management & Family Offices
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