Créer un family office
Un parcours étape par étape, de la définition de la mission au recrutement de l'équipe, en passant par le choix des structures et le lancement des opérations.
Le Blueprint
Building a family office follows five sequential steps: define the office's purpose, inventory the family's assets, create an organizational structure, decide what to build internally versus outsource, and… · 9 min de lecture
The first 90 days of a family office are about turning a legal entity into a working operation. Opening accounts…
Les cinq étapes
Defining a family office's purpose means deciding—before hiring anyone or choosing a structure—exactly which functions…
A family asset inventory is a complete, structured list of everything a family owns and everything it owes. Cash…
A family office organizational structure is the layered system of legal entities. Management companies, holding…
The internal-versus-outsourced decision is one of the most consequential choices a family office makes: for each…
Hiring the right people in the right order is one of the most consequential decisions in building a family office. Most…
Structures
A lean family office is a small, tightly staffed operation. Typically three to four people inside the office, supported…
A mid-sized family office typically employs between six and fifteen people and adds formal layers. A managing director…
An institutional family office is a fully staffed, in-house organization typically serving one family with significant…
A family office typically operates through a layered set of legal entities. Not a single company. That separate…