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 keine Mindestvermögensgrenze – Family Offices reichen von einer 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…
Den Leitfaden lesen →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…
Den Leitfaden lesen →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…
Den Leitfaden lesen →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…
Den Leitfaden lesen →
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.
Das Zwei-Minuten-Selbstassessment machen →
Empfohlene Leitfäden
Family Office Accounting
Family office accounting is the financial recordkeeping infrastructure that tracks every entity, investment, expense, and transfer inside a family's…
What Is a Family Office?
A family office is the organizational infrastructure a family builds around significant wealth — a dedicated structure that coordinates investments…
Family Governance
Family governance is the set of structures, rules, and habits that help a family make decisions together — about money, employment, distributions…
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…
How Family Offices Invest
Family offices invest differently from most institutions because they combine long time horizons, significant tax sensitivity, concentrated legacy…
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…
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…
Estate Planning and Wealth Transfer
Estate planning and wealth transfer is the body of legal and financial work that determines how a family's assets pass to future generations…
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
Echte Schlagzeilen aus bekannten Medien – jeder Eintrag verlinkt auf den Original-Artikel.
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Aus dem Glossar
Asset classes beyond publicly traded stocks, bonds, and cash — including private equity, venture capital…
A dynasty trust is a long-duration irrevocable trust designed to hold and distribute wealth across multiple…
A manipulation technique where attackers exploit human trust or authority rather than technical…
Key-person risk is the operational and strategic vulnerability that arises when a family office or family…
Short-term, deliberate tilts away from a portfolio's strategic target mix, intended to take advantage of…
A federal tax on large transfers of wealth made during a person's lifetime, designed to prevent individuals…
Family governance is the set of structures, policies, and regular processes through which a family makes…
Impact investing means deploying capital into companies, funds, or projects with the explicit intention of…