Rollen & Personal
Jede Position im Family Office erklärt: Was sie tut, wann man sie braucht und ob sie ausgelagert werden kann.
Alle Positionen im Überblick
Alle neunzehn Positionen aus der Masterliste – kombinierte Stellen teilen sich einen Leitfaden, und jeder Titel ist hier auffindbar.
| Position | Behandelt in |
|---|---|
| Chief Executive Officer | Family Office CEO / President / Managing Director |
| President | Family Office CEO / President / Managing Director |
| Managing Director | Family Office CEO / President / Managing Director |
| Chief Investment Officer | Chief Investment Officer (CIO) |
| Investment Director | Portfolio Manager / Investment Director |
| Portfolio Manager | Portfolio Manager / Investment Director |
| Asset Manager | Asset Manager (Real Assets) |
| Chief Financial Officer | Chief Financial Officer (CFO) |
| Controller | Controller |
| Buchhalter/in | Accountant / Bookkeeper |
| Tax Director | Tax Director |
| General Counsel | General Counsel |
| Chief Operating Officer | Chief Operating Officer (COO) |
| Chief of Staff | Chief of Staff |
| Executive Assistant | Executive Assistant |
| Family Office Manager | Family Office Manager / Director |
| Estate Manager | Estate / Property Manager |
| Philanthropy Director | Philanthropy Director |
| Technology / Cybersecurity Director | Technology / Cybersecurity Director |
Übersicht
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 Min. Lesezeit
Rollenleitfäden
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…