Tudo o Que Você Precisa Saber Sobre Family Offices.
Aprenda o que são family offices, como funcionam e como montar um do zero — seja um micro family office enxuto ou uma organização institucional completa.
Family Offices Único, Multi e Micro
Não existe uma definição única nem patrimônio mínimo. Os family offices variam de um único profissional com bons sistemas a instituições com centenas de pessoas.
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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A ferramenta principal
Family Office Builder
Responda doze perguntas sobre seus ativos, entidades e prioridades — obtenha um exemplo de estrutura, organograma, matriz de funções e faixa de custo ilustrativa. Educacional, não constitui recomendação.
Construa seu exemplo de estrutura →O Modelo de Maturidade do 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.
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Guias em Destaque
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…
Construído para Complexidade Real
Empresas operacionais, imóveis, embarcações, aeronaves, coleções — um family office existe porque o patrimônio raramente fica parado em uma única conta.
Notícias sobre Wealth Management e Family Offices
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Do Glossário
A distribution waterfall is the contractual order in which a private fund returns money to investors and pays…
A management company is the entity within a family office structure that employs staff, pays operating…
Key-person risk is the operational and strategic vulnerability that arises when a family office or family…
Concierge or lifestyle services are non-financial support functions a family office provides to manage the…
The value of a fund's or legal entity's total assets minus its total liabilities, often expressed on a…
Tax-loss harvesting is the practice of selling an investment that has declined in value specifically to…
A club deal is a single investment made jointly by a small group of investors. Often family offices or…
Vintage year is the calendar year in which a private fund first calls capital from investors and begins…