Resumen de Family office: instrumento de gestión del patrimonio familiar

Elena Rivo López, Beatriz González Vázquez, Nuria Rodríguez López

• español

  Este trabajo estudia el concepto de Family Office, considerándola como un instrumento más que puede utilizar la familia empresaria para gestionar y diversificar sus activos y riesgos. Trataremos de profundizar en las diferentes estrategias que se pueden seguir con objetivos diferentes según la modalidad de �family office� implementada, así como identificar las características diferenciadoras entre las diversas estructuras existentes. El concepto tradicional de family office (FO) se centra en un negocio dirigido por y para una sola familia. Su principal función consiste en centralizar la gestión de un patrimonio familiar significativo. El objetivo es la transferencia del patrimonio entre generaciones.

• English

  This paper studies the concept of Family Office, as a tool available to the members of family business to manage and diversify their assets and risks. First, the research makes a theoretical analysis of the concept, the different modalities and different ways of implementing a family office. Then, this study analyzes the different strategies that can be taken with different purposes (depending on the type of family office implemented), and the differential characteristics between the several structures. The traditional concept of family office (FO) focuses on a business run by and for one family. Its function is to centralize the management of a significant family fortune.

  Typically, these organizations employ staff to manage investments, taxes, philanthropy, trusts and legal services. The aim is to transfer wealth between generations.