الأدوار والتوظيف
شرح كل منصب في مكتب العائلة: مهامه، ومتى تحتاجه، وما إذا كان يمكن الاستعانة بجهة خارجية للقيام به.
جميع المناصب، موضَّحةً على الخريطة
جميع المناصب التسعة عشر من القائمة الرئيسية — المقاعد المشتركة تخضع لدليل واحد، وكل لقب يمكن العثور عليه هنا.
| المنصب | مُغطَّى في |
|---|---|
| الرئيس التنفيذي | Family Office CEO / President / Managing Director |
| الرئيس | Family Office CEO / President / Managing Director |
| المدير العام | Family Office CEO / President / Managing Director |
| مدير الاستثمار | Chief Investment Officer (CIO) |
| مدير الاستثمارات | Portfolio Manager / Investment Director |
| مدير المحفظة الاستثمارية | Portfolio Manager / Investment Director |
| مدير الأصول | Asset Manager (Real Assets) |
| المدير المالي | Chief Financial Officer (CFO) |
| المراقب المالي | Controller |
| محاسب | Accountant / Bookkeeper |
| مدير الشؤون الضريبية | Tax Director |
| المستشار القانوني العام | General Counsel |
| المدير التشغيلي | Chief Operating Officer (COO) |
| رئيس الديوان | Chief of Staff |
| المساعد التنفيذي | Executive Assistant |
| مدير مكتب العائلة | Family Office Manager / Director |
| مدير العقارات | Estate / Property Manager |
| مدير الأعمال الخيرية | Philanthropy Director |
| مدير التقنية والأمن السيبراني | Technology / Cybersecurity Director |
نظرة عامة
A family office staffing map covers every role from CEO to bookkeeper, explains what each person does, when that role typically becomes necessary, and whether it can be outsourced. In smaller offices one… · 7 د قراءة
أدلة الأدوار
The family office CEO, president, or managing director is the top operational seat in a family office. The person…
A family office Chief Investment Officer (CIO) owns the investment program from end to end. Setting asset allocation…
The Portfolio Manager or Investment Director is the hands-on investment seat in a family office, sitting directly below…
The Asset Manager (Real Assets) is the family office team member responsible for the day-to-day operational oversight…
The family office CFO is the senior finance leader responsible for accounting policy, consolidated reporting, treasury…
A family office controller owns the books: recording every transaction, closing the accounts each month, producing…
The family office accountant or bookkeeper handles the daily transactional layer of financial operations: recording…
A family office Tax Director leads in-house tax strategy and planning. Not just filing returns. Coordinating with…
The General Counsel (GC) is the family office's senior legal authority, responsible for entity governance, contract…
The Chief Operating Officer (COO) of a family office is the person responsible for making the organization run…
A family office Chief of Staff acts as the principal's force multiplier. Managing priorities, information flow, meeting…
A family office executive assistant manages the calendars, travel, correspondence, filings, and personal logistics that…
The Family Office Manager or Director is the generalist leader most commonly hired first in micro and lean family…
An estate or property manager runs the physical infrastructure of a wealthy family's homes and properties. Coordinating…
A Philanthropy Director leads a family office's giving program from end to end. Working with the family to set…
The Technology / Cybersecurity Director is the family office role responsible for owning the reporting stack, managing…