Thread by @MrFamilyOffice

Show
Me
The
Money

How much you could earn in a Family Office

Morgan Stanley surveyed U.S. investment-focused family offices. Here are the results:

Chief Executive Officer/President

▫ Most senior role setting strategy and overall direction of the family office
▫ Oversees management of the office and staff
▫ Serves as primary liaison with the family

Chief Financial Officer

▫ Formulates financial policies and plans
▫ Direction for tax, insurance, budgeting, credit, and treasury functions
▫ Ensures financial transactions, policies, and procedures align with objectives and regulations

Chief Investment Officer

▫ Executive role overseeing the family’s investment strategy
▫ Sources strategic investment opportunities
▫ Manages the portfolio of assets and develops growth strategies
▫ Oversees investment-related relationships
▫ Leads the internal investment team (direct investing in private/public equities)

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Chief Operating Officer

▫ Directs, coordinates, and administers family office operations
▫ Ensures compliance with established policies and strategy
▫ Develops or influences operational policies
▫ May oversee functions such as legal, technology, and HR

Chief Legal Officer/General Counsel

▫ Advises on routine legal matters
▫ Reviews investment and management structures
▫ Oversees outside counsel on tax, estate planning, insurance, and related issues

Senior Portfolio Manager

▫ Seasoned investment professional managing day-to-day investments for client groups
▫ Implements client investment strategies
▫ Selects, monitors, and manages investment managers
▫ Provides research and input on asset allocation guidelines
▫ Conducts due diligence on managers and direct investments
▫ Recommends investment vehicles for client portfolios
▫ Manages the portfolio team
▫ Typically has 10–15 years of experience

Portfolio Manager

▫ Experienced investment professional supporting the CIO or senior managers
▫ Assists in selecting, monitoring, and managing investment managers or direct investments
▫ Provides input on risk and asset class guidelines
▫ Compiles and analyzes investment performance data with analyst support
▫ Conducts special investment performance research studies

Senior Associate

▫ Provides direct support to Portfolio Managers
▫ Monitors fund and direct investments
▫ Analyzes advanced statistical and other data for deal sourcing and due diligence
▫ Typically holds an MBA or equivalent experience
▫ Usually has at least four years of post-MBA relevant experience

Associate

▫ Provides direct support to Portfolio Managers
▫ Monitors fund and direct investments
▫ Analyzes advanced statistical and other data for deal sourcing and due diligence
▫Typically holds an MBA or equivalent experience
▫ Has less than four years of post-MBA relevant experience

Senior Analyst

▫ Investment professional compiling performance data and conducting less-complex analysis
▫ Works under direct supervision of senior investment team members
▫ Supports selection, monitoring, and management of investment managers and/or direct investments
▫ Analyzes and compiles investment performance data
▫ Typically has 2–4 years of pre-MBA relevant experience

Analyst

▫ Entry-level investment professional
▫ Compiles performance data and conducts less-complex analysis
▫ Works under direct supervision of senior investment team members
▫ Supports selection, monitoring, and management of investment managers and/or direct investments
▫ Analyzes and compiles investment performance data

Source: Compensation Practices of
Investment-Focused Family Offices, 2025
Morgan Stanley / Botoff Consulting

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