The investor family and the family office

by Antonio Fernando Azevedo, Grégoire Balasko Orélio, Marcelo Geyer Ehlers

Overview

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.

Product Details

ISBN-13:	9788583385493
Publisher:	Editora Buqui
Publication date:	01/16/2020
Sold by:	Bookwire
Format:	eBook
Pages:	129
File size:	5 MB

About the Author

Antonio is co-founder of INEO and has been working for over 13 years in structuring Family Offices. He is also a member of Investment Committees supporting different families already organized. He is a co-author of the Family Office Report Brasil research, guest professor and lecturer in national and international courses and events on the subject. He has worked in the financial market as an asset manager, in mergers and acquisitions and as a strategic and financial advisor for companies. He holds a degree in Economics from PUC-Rio and has undertaken a Board of Directors training course from Fundação Dom Cabral. Grégoire is co-founder of INEO and has worked on structuring Family Offices as a member of different Investment Committees and Boards. He is Loggi's COO and previously worked as a risk manager, trader and structurer at Dresdner Kleinwort Bank in London, New York and Sao Paulo. He also worked as a financial and strategic consultant for different companies. He is a French economist and statistician graduated from Università Bocconi in Milan, Italy, and has Chartered Financial Analyst (CFA) certification. Marcelo is co-founder of INEO and works in the structuring of Family Offices with the implementation of governance structures and management processes. He is a co-author of the Family Office Report Brasil research, guest professor and lecturer in national and international courses and events on the subject. He has been working since 2013 at Instituto Sucessor where he was an Advisor, project manager and currently partner consultant for Family Office related projects. He has also led manufacturing and management process improvement projects at different national and multinational companies. He is a production engineer graduated from PUC-RS, with an MBA in Project Management from Fundação Getulio Vargas and has undertaken a Board of Directors training course from Fundação Dom Cabral.