Aurora Multi Family Office

Es habitual que nuestros clientes nos pregunten sobre las diferencias entre un family office y un multi family office. En mi último artículo de opinión, identifico algunas de estas diferencias y exploro las principales ventajas y desventajas de cada estructura, dependiendo de las necesidades, objetivos y prioridades de cada familia al profesionalizar la gestión de su patrimonio. #FamilyOffice #MultiFamilyOffice #PatrimonioFamiliar #AuroraMFO

El mes pasado tuve la oportunidad de participar en la 4ta edición del Programa de Family Office, impartido por Instituto Nexia y la Universidad Abat Oliba CEU, en Barcelona. Durante este programa, exploramos una amplia gama de temas fundamentales para la planificación, estructuración y organización de un Family Office. Aspectos clave tanto para las propias familias como para los profesionales externos que las apoyamos. Analizamos las nuevas tendencias de inversión, así como, los servicios requeridos por las familias, que están dando forma al mundo de los Family Offices. Repasamos la importancia de la integración de las siguientes generaciones (NextGen), así como, el valor de los Consejos de Alto Impacto dentro del FO: sus objetivos, composición, estructura y procesos. Sin olvidarnos, de contemplar los diferentes aspectos legales cruciales que una oficina de familia debe tener presente en su día a día. Quiero expresar mi agradecimiento a INSTITUTO NEXIA por la buena organización y excelente selección de ponentes para esta 4ta edición del Programa. ¡Hasta pronto! Manuel Pavon Ph.D. Alberto Brito Marquina Eulalia Rodas

A medida que las familias crecen y evolucionan, el desafío de salvaguardar el patrimonio familiar a través de las generaciones se intensifica. Te invito a leer mi último artículo, donde profundizo en cómo el proceso de transición generacional va mucho más allá de la gestión de activos, convirtiéndose en una oportunidad para reafirmar valores y visiones.   #NextGen #Familia #LegacyPlanning #AuroraMFO   https://lnkd.in/eZ35GiBT

According to a newly released report by KKR, Family Offices plan to significantly grow their allocations to alternative investments this year. This is a trend that will continue for the next several years. Family Offices now have more of their money invested in private markets than the public stock market — even as the market rallies — according to a new survey. A survey of North American Family Offices conducted by Campden Wealth and RBC found that Family Offices had 29.2% of their investments in private markets, which include private equity, venture capital and private debt, compared to 28.5% in publicly traded stocks. It marks the first time in the survey that Family Offices had more invested in private markets than public stock. Their stock allocation has come down from 31% the year before, while their private investments increased from 27%. The remaining assets were invested in cash, bonds, alternatives, hedge funds, commodities, real estate and other investments. And they plan to concentrate even more heavily on private markets in the coming months, according to the survey, which found 41% of Family Offices plan to boost their allocations to private equity funds, and a third plan to put more money into direct private equity deals. Only 23% planned to add to their developed-market public stocks, while 15% plan to trim their stock holdings, according to the survey. Over the past decade, and especially after the pandemic, Family Offices have rushed into private equity and so-called direct deals, where they buy stakes in private companies on their own. Family Offices say private markets offer better returns over the long term without the volatility of stocks. When asked which asset class will give them the best returns in the coming years, Family Offices ranked “private equity and venture capital” first, followed by public equities. Along with private markets, Family Offices are also showing increasing interest in alternative assets, including real estate and commodities. When asked about their investment priorities for the coming year, the number one choice was to “invest in alternative asset classes.” Their bond holdings, currently representing 8% of investments from the group, could expand further, with a third planning to add to their bond positions. Family Offices also have a large amount of cash waiting for the right opportunity. They hold 9% of their assets in cash, nearly double the levels in 2021. “They can deploy that cash on things like real estate or an acquisition or investing in private markets. They’re not in a hurry, they’re just looking for that great opportunity.” Curious to know your take; why do you think alternative markets are continuing to outpace the public markets, how long will it continue? #familyoffice #kkr #privateequity #familyoffices Institutional Investor: https://lnkd.in/g5Fq4Vfk

La transición de una empresa familiar a la siguiente generación es un proceso complejo y fundamental para asegurar la continuidad del legado familiar. Para ello, se requiere una comunicación transparente que evitará conflictos innecesarios entre los miembros de la familia. Es importante lograr alinear los objetivos empresariales, familiares y personales para garantizar el éxito a largo plazo. Contar con el apoyo de asesores externos permite, en estos casos, disponer de un equipo confiable que guiará a la familia a través de este proceso. #AuroraMultiFamilyOffice #GobernanzaFamiliar #NextGen #SucesiónEmpresarial