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 um patrimônio mínimo — os family offices vão desde um único profissional com bons softwares até 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…
Leia o guia →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…
Leia o guia →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…
Leia o guia →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…
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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
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…
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 private foundation is a tax-exempt legal entity established and controlled by a family or individual to…
An Investment Committee (IC) is the formal body within a family office responsible for reviewing, approving…
An operating agreement is the foundational legal contract governing an LLC, specifying how the company is…
A borrowing arrangement in which an investor pledges a portfolio of securities as collateral for a loan…
An irrevocable life insurance trust (ILIT) is a trust that owns a life insurance policy so the death benefit…
A charitable remainder trust (CRT) is a trust that pays income to the family or other named beneficiaries for…
Estimated taxes are quarterly prepayments that individuals and entities make to tax authorities when their…
The peak-to-trough decline in a portfolio's value, measuring how far it fell from its highest point before…