2. Family Office Advisors
Sustainability of patrimonies and family legacies 2
1. Our firm
2. Our purpose
3. Our concept of a Family Office
4. Differentiating factors
Family Office Advisors
CONTENT
3. Family Office Advisors
Sustainability of patrimonies and family legacies
What do we do?
3
Family Office Advisors
1. OUR FIRM
We guide and facilitate the process of
designing, structuring and
implementing Family Offices in order
for families to achieve the independent
and sustainable management of their
patrimony and legacy.
4. Family Office Advisors
Sustainability of patrimonies and family legacies 4
Our goal:
2. OUR PURPOSE
Support and facilitate families in the process of
designing, executing and monitoring a plan that
allows them to protect, develop and transfer their
patrimony and legacy in the most safe and
efficient way to its beneficiaries, heirs and
successors.
Accompany and advice a select group of families
in the process of structuring, managing and
governing their economy and patrimonial
finances.
Facilitate and generate dynamics that allow for
the involvement and preparation of new
generations in the succession and responsible
management of their patrimony and family legacy.
5. Family Office Advisors
Sustainability of patrimonies and family legacies 5
What is a
Family Office?
It is the executive
governing organ that allows
families to professionally manage
their patrimony
and legacy.
The 6 elements that compose a Family Office
3. OUR CONCEPT OF A FAMILY OFFICE
Patrimonies and family legacies
6. Family Office Advisors
Sustainability of patrimonies and family legacies 6
The 6 elements that compose a Family Office
3. OUR CONCEPT OF A FAMILY OFFICE
Patrimonies and family legacies
What is a
Family Office?
It is the executive
governing organ that allows
families to professionally manage
their patrimony
and legacy.
The 6 elements that compose a Family Office
7. Family Office Advisors
Sustainability of patrimonies and family legacies 7
• We guide and facilitate the process
of designing and implementing
Family Offices.
• We are not a Multi-family Office;
we are Family Office Advisors that
count with a multidisciplinary and
intergenerational team.
• We design plans and guide the
processes that allow new
generations not just to be heirs but
also to be successors of their
legacy.
• We propose a global vision of the
family system and its patrimony
that adapts under the current
conditions of the family.
• Our scope of work is that of
patrimonial finances rather than
the administration of investment
portfolios.
• We have a broad concept of wealth
that includes both people and
patrimonies.
4. DIFFERENTIATING FACTORS
Why Akro?
8. Family Office Advisors
Sustainability of patrimonies and family legacies 8
The terms and conditions indicated are only shown for informative purposes. They don’t represent an offer
or a compromise by Akro Advisors, its affiliates or representatives, to develop a project or an investment
under the indicated conditions contained in the present terms, nor should they be seen as such. All the
terms and conditions signaled in this document are subject to change in accordance with the final
conditions that are established.
DISCLAIMER
