역할 및 인력 구성
패밀리 오피스의 모든 직책을 설명합니다: 역할, 필요한 시점, 외부 위탁 가능 여부까지.
전체 직책 한눈에 보기
마스터 목록의 19개 직책 전부 — 공동 직책은 하나의 가이드를 공유하며, 모든 직함은 여기서 찾을 수 있습니다.
| 직책 | 다루는 내용 |
|---|---|
| 최고경영자(CEO) | Family Office CEO / President / Managing Director |
| 대표 | Family Office CEO / President / Managing Director |
| 매니징 디렉터 | Family Office CEO / President / Managing Director |
| 최고투자책임자(CIO) | Chief Investment Officer (CIO) |
| 투자 디렉터 | Portfolio Manager / Investment Director |
| 포트폴리오 매니저 | Portfolio Manager / Investment Director |
| 자산 운용사 | Asset Manager (Real Assets) |
| 최고재무책임자(CFO) | Chief Financial Officer (CFO) |
| 재무 총괄 | Controller |
| 회계사 | Accountant / Bookkeeper |
| 세무 디렉터 | Tax Director |
| 법무 총괄 | General Counsel |
| 최고운영책임자(COO) | Chief Operating Officer (COO) |
| 비서실장 | Chief of Staff |
| 수석 보좌관 | Executive Assistant |
| 패밀리 오피스 매니저 | Family Office Manager / Director |
| 자산 관리인 | Estate / Property Manager |
| 자선 활동 디렉터 | Philanthropy Director |
| 기술 / 사이버보안 디렉터 | Technology / Cybersecurity Director |
개요
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 분 소요
역할 가이드
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…