presentación corporativa akro group para web ingles

Family Office Advisors

Sustainability of patrimonies and family legacies

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

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.

Family Office Advisors

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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.

Family Office Advisors

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What is a Family Office?

It is the executivegoverning organ that allows families

to professionally manage their patrimonyand legacy.

The 6 elements that compose a Family Office

3. OUR CONCEPT OF A FAMILY OFFICEPatrimonies and family legacies

Family Office Advisors

Sustainability of patrimonies and family legacies 6

The 6 elements that compose a Family Office

3. OUR CONCEPT OF A FAMILY OFFICEPatrimonies and family legacies

What is a Family Office?

It is the executivegoverning organ that allows families

to professionally manage their patrimonyand legacy.

The 6 elements that compose a Family Office

Family Office Advisors

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• 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 FACTORSWhy Akro?

Family Office Advisors

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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