Family Office projects aim at structuring, in a complete way, the business organization of wealthy people, in all relevant aspects, whether partnership-related or organizational, as well as family succession, or preservation of family wealth.
Kinds of Services
Strategies and Implementation Project: EFC prepares the general Family Office plan as a totally tailored service, since there are no two exactly similar cases; and also presents an Implementation Plan, offering, additionally and, as an option, the implementation supervision.
Psychological Support: Acting along with the Psychologists of "Asset - Psicologia Empresarial", EFC assists the family to map the personalities of its several members, identifying possible points of conflict and offering them adequate solutions. Such issues are always present in rich families and, in view of their relevance, need to be addressed in a professional way, with all necessary care.
Investment Consulting: A fundamental aspect in the implementation and performance of the Family Office is investing and preserving investments. EFC has a large experience in planning, modeling, choosing alternatives and supervising investments whether financial, real estate or interests in companies, as well as investments in stock portfolios, funds, etc. Such Investment Consulting has support in Switzerland too, through a partnership with an independent office headquartered in Lausanne.
Legal Counseling: The tripod formed by the investments analysis and psychological support is supplemented with Legal Counseling. It is basic to structure family businesses, whether current or new organizations, such as the existence of Offshore Companies or settlement of Trustees. EFC works in partnership with renowned Law Firms, in Brazil and overseas, to provide wealthy families with an integrated and well succeeded support in all relevant aspects.
What are they for?
Preserve the family wealthy, avoiding reduction or disappearance of it due to bad management;
Harmonize the members of the family, through psychology and group dynamics;
Prepare all studies on alternative investments, optimizing gains and minimizing risks;
Supply adequate legal advising to the business of the family.
