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.
