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 richiesto. I family office spaziano da un singolo professionista con buon 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…
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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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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
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…
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 co-investment is a direct stake in a single deal made alongside a lead sponsor. Typically a private equity…
A federal tax on large transfers of wealth made during a person's lifetime, designed to prevent individuals…
A beneficiary is any person or entity legally entitled to receive assets, income, or other benefits from a…
The discipline of calculating, attributing, and honestly presenting investment returns across every asset…
The senior executive within a family office or investment organization who owns the investment strategy…
A personal financial statement (PFS) is a standardized summary of an individual's assets and liabilities…
Impact investing means deploying capital into companies, funds, or projects with the explicit intention of…
A program-related investment (PRI) is a foundation investment made primarily to advance its charitable…