Funções e Equipe
Cada cargo de family office explicado: o que faz, quando você precisa e se pode ser terceirizado.
Todas as Posições, Mapeadas
Todas as dezenove posições da lista principal — cargos combinados compartilham um único guia, e todos os títulos podem ser encontrados aqui.
| Cargo | Abordado em |
|---|---|
| Diretor Executivo | Family Office CEO / President / Managing Director |
| Presidente | Family Office CEO / President / Managing Director |
| Diretor Geral | Family Office CEO / President / Managing Director |
| Diretor de Investimentos | Chief Investment Officer (CIO) |
| Diretor de Investimentos | Portfolio Manager / Investment Director |
| Gestor de Portfólio | Portfolio Manager / Investment Director |
| Gestor de Ativos | Asset Manager (Real Assets) |
| Diretor Financeiro | Chief Financial Officer (CFO) |
| Controller | Controller |
| Contador | Accountant / Bookkeeper |
| Diretor Tributário | Tax Director |
| Consultor Jurídico Geral | General Counsel |
| Diretor de Operações | Chief Operating Officer (COO) |
| Chefe de Gabinete | Chief of Staff |
| Assistente Executivo | Executive Assistant |
| Gestor do Family Office | Family Office Manager / Director |
| Gestor de Patrimônio Imobiliário | Estate / Property Manager |
| Diretor de Filantropia | Philanthropy Director |
| Diretor de Tecnologia / Cibersegurança | Technology / Cybersecurity Director |
Visão geral
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 leitura
Guias por Função
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…