Roles y personal
Cada puesto en un family office explicado: qué hace, cuándo lo necesitas y si puede externalizarse.
Todas las posiciones, mapeadas
Las diecinueve posiciones de la lista maestra — los puestos combinados comparten una misma guía, y cada título es fácil de encontrar aquí.
| Posición | Tratado en |
|---|---|
| Director Ejecutivo | Family Office CEO / President / Managing Director |
| Presidente | Family Office CEO / President / Managing Director |
| Director general | Family Office CEO / President / Managing Director |
| Director de Inversiones | Chief Investment Officer (CIO) |
| Director de Inversiones | Portfolio Manager / Investment Director |
| Gestor de carteras | Portfolio Manager / Investment Director |
| Gestor de activos | Asset Manager (Real Assets) |
| Director Financiero | Chief Financial Officer (CFO) |
| Controller | Controller |
| Contador | Accountant / Bookkeeper |
| Director Fiscal | Tax Director |
| Asesor jurídico general | General Counsel |
| Director de Operaciones | Chief Operating Officer (COO) |
| Jefe de Gabinete | Chief of Staff |
| Asistente ejecutivo | Executive Assistant |
| Director del family office | Family Office Manager / Director |
| Administrador de propiedades | Estate / Property Manager |
| Director de Filantropía | Philanthropy Director |
| Director de Tecnología / Ciberseguridad | Technology / Cybersecurity Director |
Resumen general
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 de lectura
Guías por rol
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…