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The Journal of Wealth Management

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The Institutionalization of Family Offices in Brazil

Caroline de Oliveira Orth, Clea Beatriz Macagnan and João Zani
The Journal of Wealth Management Summer 2014, 17 (1) 9-13; DOI: https://doi.org/10.3905/jwm.2014.17.1.009
Caroline de Oliveira Orth
is a professor of accounting at Universidade Federal do Rio Grande do Sul in Porto Alegre, Brazil.
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  • For correspondence: carolineorth@ig.com.br
Clea Beatriz Macagnan
is a professor and coordinator of the accounting and finance PhD program at the Universidade do Vale do Rio dos Sinos in São Leopoldo, Brazil.
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  • For correspondence: cleabeatrizm@gmail.com
João Zani
is a professor and administrative prorector at the Universidade do Vale do Rio dos Sinos in São Leopoldo, Brazil.
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  • For correspondence: jzani@unisinos.br
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Abstract

This study identifies identify the organizational characteristics of family offices (FOs) in Brazil. This article was developed through a content analysis of 22 interviews conducted with persons involved in 13 different FOs, two family enterprise executives, and one private banker. The study’s relevance relates to changes in Brazil’s economic structure, which have principally been caused by an increase in companies going public and in merger and acquisition transactions. These changes have contributed to increasing the volume of resources available for investment by families that retain control of the affected organizations. These families have begun to search for mechanisms to preserve their private property within the structure of FOs. This study also revealed that MFOs seek to provide multiple business families with differentiated services within their areas of activity. However, one must question the extent to which these organizations simply take advantage of the FO concept for marketing purposes. In contrast, SFOs are primarily established by Brazilian business families to separate company affairs from family matters, thereby increasing the professionalization of the family business. Moreover, because of the complexity of tax-related issues in Brazil, certain families create SFOs because they wish to optimize their tax statuses. The desires to resolve questions of succession and to implement financial resource management also motivate the creation of FOs in Brazil.

TOPICS: Wealth management, emerging, legal/regulatory/public policy

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The Journal of Wealth Management: 17 (1)
The Journal of Wealth Management
Vol. 17, Issue 1
Summer 2014
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The Institutionalization of Family Offices in Brazil
Caroline de Oliveira Orth, Clea Beatriz Macagnan, João Zani
The Journal of Wealth Management Apr 2014, 17 (1) 9-13; DOI: 10.3905/jwm.2014.17.1.009

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The Institutionalization of Family Offices in Brazil
Caroline de Oliveira Orth, Clea Beatriz Macagnan, João Zani
The Journal of Wealth Management Apr 2014, 17 (1) 9-13; DOI: 10.3905/jwm.2014.17.1.009
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  • Article
    • Abstract
    • CLASSIFICATION OF BRAZILIAN MULTI-FAMILY OFFICES
    • THE CLASSIFICATION OF BRAZILIAN SINGLE-FAMILY OFFICES
    • THE MAIN MOTIVATIONS FOR ESTABLISHING MULTI-FAMILY OFFICES IN BRAZIL
    • THE MAIN REASONS FOR ESTABLISHING SINGLE-FAMILY OFFICES IN BRAZIL
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