The investor family and the family office

Assuming the heritage management role is more than a

responsible attitude towards financial capital, it is an attitude

in recognition of family culture and values. For those who have

before them the challenge and opportunity to pass on this

legacy to future generations, the path can certainly be traced

very successfully.

The purpose of this book is to clarify the principles and

practices that greatly increase the success rate in the process

of becoming an Investor Family. Through the Family Office, the

Investor Family has a transgenerational structure that

supports it in the pursuit of its goals in an aligned manner,

helping it to continue a successful trajectory build through

generations.