Tout ce que vous devez savoir sur les family offices.
Découvrez ce que sont les family offices, comment ils fonctionnent et comment en créer un de toutes pièces — qu'il s'agisse d'un micro family office allégé ou d'une organisation institutionnelle complète.
Single, multi et micro family offices
Il n'existe pas de définition unique ni de patrimoine minimum requis. Les family offices vont d'un seul professionnel équipé d'un bon logiciel à des institutions de plusieurs centaines de personnes.
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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L'outil phare
Family Office Builder
Répondez à douze questions sur vos actifs, entités et priorités — obtenez un exemple de structure, un organigramme, une matrice des fonctions et une fourchette de coûts indicative. À visée pédagogique, sans valeur de conseil.
Construisez votre exemple de structure →Le modèle de maturité du family office
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.
Faire l'auto-évaluation en deux minutes →
Guides à la une
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…
Conçu pour une complexité réelle
Entreprises opérationnelles, propriétés, navires, aéronefs, collections — un family office existe parce que le patrimoine reste rarement immobile sur un seul compte.
Actualités patrimoine & family office
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Extrait du glossaire
A direct investment is the purchase of an ownership stake, property, or loan in a specific company or asset…
Estimated taxes are quarterly prepayments that individuals and entities make to tax authorities when their…
Carried interest, or "carry," is the share of a fund's investment profits paid to the general partner as…
Asset classes beyond publicly traded stocks, bonds, and cash. Including private equity, venture capital…
Total Value to Paid-In (TVPI) is a fund-level multiple calculated by dividing the sum of all distributions…
Distributions to Paid-In (DPI) measures the cash actually returned to investors divided by the capital they…
The peak-to-trough decline in a portfolio's value, measuring how far it fell from its highest point before…
The danger that arises when an outsized share of a family's wealth is tied to a single asset, company…