Vai trò & Nhân sự
Giải thích từng vị trí trong family office: vai trò, thời điểm cần thiết và khả năng thuê ngoài.
Toàn Bộ Vị Trí, Được Lập Bản Đồ
Tất cả mười chín vị trí trong danh sách tổng hợp — các ghế dùng chung có một hướng dẫn chung, và mọi chức danh đều có thể tìm thấy tại đây.
| Vị trí | Được đề cập trong |
|---|---|
| Giám đốc điều hành (CEO) | Family Office CEO / President / Managing Director |
| Chủ tịch | Family Office CEO / President / Managing Director |
| Giám đốc điều hành cấp cao | Family Office CEO / President / Managing Director |
| Giám đốc đầu tư (CIO) | Chief Investment Officer (CIO) |
| Giám đốc đầu tư | Portfolio Manager / Investment Director |
| Quản lý danh mục đầu tư | Portfolio Manager / Investment Director |
| Nhà quản lý tài sản | Asset Manager (Real Assets) |
| Giám đốc tài chính (CFO) | Chief Financial Officer (CFO) |
| Trưởng phòng kiểm soát tài chính | Controller |
| Kế toán viên | Accountant / Bookkeeper |
| Giám đốc thuế | Tax Director |
| Cố vấn pháp lý chung | General Counsel |
| Giám đốc vận hành (COO) | Chief Operating Officer (COO) |
| Chánh văn phòng | Chief of Staff |
| Trợ lý điều hành | Executive Assistant |
| Giám đốc family office | Family Office Manager / Director |
| Quản lý bất động sản & tài sản | Estate / Property Manager |
| Giám đốc từ thiện | Philanthropy Director |
| Giám đốc công nghệ / an ninh mạng | Technology / Cybersecurity Director |
Tổng quan
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 phút đọc
Hướng dẫn theo vai trò
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…