單一家族辦公室的四種型態

原文轉載 – Wikipedia (原文連結)

單一家族辦公室SFO典範 – 洛克菲勒家族

傳統的單一家庭辦公室(SFO-Single Family Office)是由單身家庭經營並為單身家庭經營的業務。它的唯一功能是集中管理重要的家庭財產。通常,這些組織僱用員工來管理投資,稅收,慈善活動,信託和法律事務。家族辦公室投資家族的錢,管理家族的所有資產,並根據需要向家族成員支付款項。

Sterling Wealth Management總裁Scott Gardner將單一家族辦公室分為四個類別:

一級家庭辦公室提供房地產和金融服務,通常由獨立的公司運營,該公司受到家族受託人或管理者的直接監督。典型的I類家庭辦公室:

  • 提供對所有流動金融資產的全面財務監督。
  • 提供對所有非流動資產(例如房地產)的日常管理。
  • 幾乎不需要監督就可以管理和管理整個房地產。
  • 對所有家庭辦公室服務收取固定的月費。
  • 提供沒有利益衝突的建議,並且不會出售產品。
  • 免費提供所有房地產活動的全面月度報告。

II類家庭辦公室也稱為虛擬家庭辦公室(VFO)。典型的II類家庭辦公室:

  • 協助對所有流動金融資產進行財務監督。
  • 協助日常管理所有非流動資產,例如房地產。
  • 在很少或沒有監督的情況下協助家庭財產的管理。
  • 對所有家庭辦公室服務收取固定的月費。
  • 提供沒有利益衝突的建議,並且不會出售產品。

第三類家庭辦公室專注於提供金融服務,通常由銀行,律師事務所或會計師事務所運營。典型的III類家庭辦公室:

  • 提供收費的投資建議。
  • 可以提供家庭辦公室範圍之外的產品和服務。
  • 不直接管理或管理房地產中的流動資產。

第四類家庭辦公室專注於提供房地產服務,通常由家庭在少量支持人員的協助下運營。典型的IV級家庭辦公室:

  • 擁有一名員工,將監督遺產並向家庭受託人報告任何違規行為。
  • 提供基本的管理功能,例如簿記和郵件分類。
  • 可能在家庭成員家中設有辦公室。

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