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家族办公室搭建指南

十二个问题，然后是一个示例架构、组织结构图和成本区间。

免费、只读的 JSON 接口，涵盖本站的指南、术语表与工具。

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引导视图
初次接触市场、价格、收益率、YTD或市值这些概念？我们会在您浏览时用简单易懂的语言解释每个术语，数据还是同样的数据，只是附上了内置说明。

专业视图
您已熟悉市场，那就直接看数据：简洁、快速、紧凑，没有多余的解释。这是默认视图。

界面语言

名录 · Consultants & Advisors

Callan

San Francisco, CA

Institutional investment consulting firm.

Research-driven consulting; an independent benchmark of the OCIO/consulting model.

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更多内容，见 Consultants & Advisors

Cambridge Associates

Investment consultant and OCIO serving families, endowments, and foundations.

Mercer

Global consultant offering investment advice and OCIO services.

NEPC

Investment consultant and OCIO with a private-wealth practice.

家族办公室

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family Office What a Family Office Costs Why Family Offices Exist

构建 Family Office

How to Build a Family Office From the Ground Up Step 3: The Organizational Structure Step 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights On Step 1: Define the Family Office's Purpose Step 2: Inventory the Family's Assets Step 5: Hire the Core Team

投资

How Family Offices Invest Direct Investing Asset Allocation for Family Capital The Investment Policy Statement (IPS)Liquidity, Concentration, and Risk Public Markets: Equities and Fixed Income Real Estate in the Family Portfolio

运营管理

Family Office Accounting Family Office Technology Family Office Cybersecurity Consolidated Reporting: One True Net Worth Bill Pay, AP, and Financial Controls Family Office Software, Category by Category Banking, Custody, and Treasury

治理与遗产规划

Family Governance Estate Planning and Wealth Transfer How Family Offices Manage Tax Philanthropy and the Family Office The Family Constitution Succession: The Office After the Founder Preparing the Next Generation

行业

Careers in Family Offices How the Family Office Industry Is Changing Family Offices and Regulation

角色与人员配置

Family Office Roles & Staffing, Mapped Family Office CEO / President / Managing Director Chief Investment Officer (CIO)Portfolio Manager / Investment Director Asset Manager (Real Assets)Chief Financial Officer (CFO)Controller

对比分析

Single vs. Multi-Family Office Family Office vs. Wealth Manager Family Office vs. RIA Family Office vs. Private Bank Family Office vs. Financial Advisor Family Office vs. Hedge Fund Family Office vs. Private Equity Firm