Всё, что нужно знать о family offices.
Узнайте, что такое family offices, как они работают и как построить собственный с нуля — будь то компактный micro family office или полноценная институциональная структура.
Single, Multi и Micro Family Offices
Не существует единого определения и минимального уровня капитала. Family office может представлять собой как одного специалиста с хорошим программным обеспечением, так и организацию со штатом в сотни человек.
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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Флагманский инструмент
Конструктор family office
Ответьте на двенадцать вопросов о своих активах, юридических лицах и приоритетах — получите пример структуры, организационную схему, функциональную матрицу build-vs-buy и иллюстративный диапазон затрат. Носит образовательный характер, не является советом.
Создайте свою примерную структуру →Модель зрелости 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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Рекомендуемые руководства
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…
Создано для реальной сложности
Операционный бизнес, недвижимость, суда, воздушные суда, коллекции — family office существует потому, что состояние редко лежит без движения на одном счёте.
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Из глоссария
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