Tutto quello che devi sapere sui family office.
Scopri cosa sono i family office, come funzionano e come costruirne uno da zero — che si tratti di un micro family office snello o di un'organizzazione istituzionale completa.
Single, Multi e Micro Family Office
Non esiste una definizione univoca né un patrimonio minimo: i family office vanno da un singolo professionista con ottimi strumenti software a istituzioni con centinaia di persone.
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…
Leggi la guida →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…
Leggi la guida →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…
Leggi la guida →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…
Leggi la guida →
Lo strumento di punta
Family Office Builder
Rispondi a dodici domande sui tuoi asset, le entità e le priorità — ottieni una struttura di esempio, un organigramma, una matrice delle funzioni e una fascia di costo illustrativa. A scopo educativo, non costituisce una consulenza.
Costruisci la tua struttura di esempio →Il Maturity Model del 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.
Fai l'autovalutazione in due minuti →
Guide in evidenza
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…
Costruito Attorno a una Complessità Reale
Attività operative, immobili, imbarcazioni, aeromobili, collezioni — un family office esiste perché la ricchezza raramente rimane ferma in un unico conto.
Notizie su wealth management e family office
Titoli reali da testate con nome — ogni voce rimanda all'articolo originale.
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Dal glossario
A single-family office (SFO) is a dedicated organization owned and funded entirely by one family to manage…
A virtual family office (VFO) is a coordinated network of independent, outsourced specialists who…
An insurance policy that covers financial losses and response costs arising from data breaches, fraud…
A qualified purchaser (QP) is a person or entity meeting a higher U.S. legal standard of investment…
Due diligence (DD) is the structured investigation a family office or investor conducts on a potential…
Dual control is an operational requirement that two authorized individuals must independently review and…
Wealth transfer is the movement of assets from one generation to another, accomplished through gifts…
A fund of funds (FoF) is an investment fund whose portfolio consists entirely of positions in other funds…