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Glossary > Wealth Management

Family office

A family office is dedicated to the management of the wealth of either one family (single-family office) or multiple families (multi-family office). The family office activity can be carried out under various legal forms and in quite different ways, depending on the needs of the families. Its primary objective is to protect, manage and grow the wealth of these families with a long-term, transgenerational vision. Family offices offer an extensive array of services such as investment management, educational support, accounting, philanthropy activities, art curation, concierge services, and much more.

Têm tendência a externalizar outros serviços, nomeadamente a governação societária familiar, as atividades de planeamento patrimonial e fases específicas do processo de investimento. Cada family office é único, pois deve servir as necessidades específicas de cada família e não há duas famílias iguais.