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 — les family offices vont d'un seul professionnel bien équipé technologiquement à des institutions de cent 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…
Lire le guide →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…
Lire le guide →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…
Lire le guide →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…
Lire le guide →
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
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…
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
De vrais titres issus de médias identifiés — chaque élément renvoie à l'article original.
The T&E Inner Circle |The Intrigue and Potential of AI
September 28, 2026 | 2:00 PM EST
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Extrait du glossaire
A mission-related investment (MRI) is an investment made from an endowment that is expected to earn a…
A basis point is one one-hundredth of one percent (0.01%), used as a precise unit for expressing small…
Distributions to Paid-In (DPI) measures the cash actually returned to investors divided by the capital they…
The legal and structural practice of organizing assets so that a judgment against one entity or family member…
Due diligence (DD) is the structured investigation a family office or investor conducts on a potential…
Cost basis is the original value assigned to an asset for tax purposes — typically what was paid for it —…
Wealth transfer is the movement of assets from one generation to another, accomplished through gifts…
A login security method requiring a user to verify identity through two or more independent factors —…