Tất cả những gì bạn cần biết về Family Office.
Tìm hiểu family office là gì, cách hoạt động và cách xây dựng từ đầu — dù đó là một micro family office tinh gọn hay một tổ chức mang tầm quy mô định chế.
Single, Multi và Micro Family Office
Không có định nghĩa thống nhất nào và không có mức tài sản ròng tối thiểu nào. Family office có thể từ một chuyên gia với phần mềm tốt đến các tổ chức lên đến hàng trăm nhân sự.
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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Công cụ chủ lực
Family Office Builder
Trả lời mười hai câu hỏi về tài sản, pháp nhân và ưu tiên của bạn — nhận ví dụ về cấu trúc, sơ đồ tổ chức, ma trận chức năng, và dải chi phí minh họa. Mang tính giáo dục, không phải tư vấn.
Xây dựng cấu trúc ví dụ của bạn →Mô hình trưởng thành của 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.
Thực hiện bài tự đánh giá hai phút →
Hướng dẫn Nổi bật
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…
Được Xây Dựng Cho Sự Phức Tạp Thực Sự
Doanh nghiệp đang hoạt động, bất động sản, tàu thuyền, máy bay, bộ sưu tập — family office tồn tại vì tài sản hiếm khi đứng yên trong một tài khoản.
Tin tức về Quản lý Tài sản & Family Office
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