Family office: organizational structure of household wealth management

Detalhes bibliográficos
Autor(a) principal: Orth, Caroline de Oliveira
Data de Publicação: 2014
Outros Autores: Gerhard, Melissa, Oliveira, Carine de, Macagnan, Clea Beatriz
Tipo de documento: Artigo
Idioma: por
Título da fonte: Revista Brasileira de Contabilidade e Gestão
Texto Completo: https://www.revistas.udesc.br/index.php/reavi/article/view/4220
Resumo: This paper reviewed publications about the family offices subject (organizational structures that manage the family wealth and provide all kinds of services for these families). This organizational structure can be used as part of the family governance plan. Family offices appeared initially to assist families in managing the product generated by the business: wealth. Currently, family offices can provide all kind of professional service. The results found by the analysis indicate that there are few scientific researches on family office, both international and nationwide. We analyzed a sample of 37 (thirty-seven) articles, of which 32 (thirty two) of them are international and five (5) are national authorship. The articles were written from 2001 to 2011. There is a predominance of opinionative researches (no scientific rigor) covering 70% (seventy percent) of the sample. Only 5% (five percent) presents a empirical approach. These results demonstrate that there is a gap to be filled with empirical research on family office both in Brazil and abroad.
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spelling Family office: organizational structure of household wealth managementFamily office: estructura organizativa de gestión de riqueza familiarFamily office: estrutura organizativa de gestão de riqueza familiarfamily officegovernança familiargovernançafamily officefamily governancegovernancegobernanza familiaroficina familiargobernanzaThis paper reviewed publications about the family offices subject (organizational structures that manage the family wealth and provide all kinds of services for these families). This organizational structure can be used as part of the family governance plan. Family offices appeared initially to assist families in managing the product generated by the business: wealth. Currently, family offices can provide all kind of professional service. The results found by the analysis indicate that there are few scientific researches on family office, both international and nationwide. We analyzed a sample of 37 (thirty-seven) articles, of which 32 (thirty two) of them are international and five (5) are national authorship. The articles were written from 2001 to 2011. There is a predominance of opinionative researches (no scientific rigor) covering 70% (seventy percent) of the sample. Only 5% (five percent) presents a empirical approach. These results demonstrate that there is a gap to be filled with empirical research on family office both in Brazil and abroad.Este artículo analizó publicaciones sobre el tema family offices (estructuras organizativas administran la riqueza de la familia y brindan todo tipo de servicios para ellas). Esta estructura organizativa se puede utilizar como parte del plan de gobierno familiar. Family offices surgieron, inicialmente, para asistir a las familias en la gestión del producto generado por el negocio: la riqueza. Actualmente, las family offices pueden brindar todo tipo de servicio profesional. Los resultados encontrados mediante el análisis realizado permiten concluir que existe poca investigación científica sobre family office, tanto nacional como internacional. Se analizó una muestra de 37 (treinta y siete) artículos, de los cuales 32 (treinta y dos) son de autoría internacional y 5 (cinco) son de autoría nacional. Los artículos se redactaron entre el 2001 y el 2011. Predominan los trabajos opinativos (que carecen de rigor científico) que abarcan el 70% (setenta por ciento) de la muestra. Solo el 5% (cinco por ciento) tiene un enfoque empírico. Estos resultados demuestran que existe un vacío que llenar con investigaciones empíricas acerca de la family office tanto en Brasil como en el extranjero.O presente artigo analisou publicações sobre o tema family offices (estruturas organizativas administram a riqueza da família e prestam todo tipo de serviços para as mesmas). Esta estrutura organizativa pode ser utilizada como parte do plano de governança familiar. Family offices surgiram, inicialmente, para auxiliar as famílias no gerenciamento do produto gerado pelo negócio: a riqueza. Atualmente, os family offices podem prestar todo o tipo de serviço profissional. Os resultados encontrados mediante a análise realizada permitem concluir que há pouca pesquisa científica sobre family office, tanto nacional, quanto internacionalmente. Analisou-se uma amostra de 37 (trinta e sete) artigos, dos quais, 32 (trinta e dois) são de autoria internacional e 5 (cinco) são de autoria nacional. Os artigos foram escritos no período de 2001 a 2011. Há um predomínio de trabalhos opinativos (sem apresentar rigor científico) abrangendo 70% (setenta por cento) da amostra. Apenas 5% (cinco por cento) apresentam abordagem empírica. Esses resultados demonstram que há uma lacuna a ser preenchida com pesquisas empíricas sobre family office tanto no Brasil, quanto no exterior.Universidade do Estado de Santa Catarina — UDESC2014-09-10info:eu-repo/semantics/articleinfo:eu-repo/semantics/publishedVersionapplication/pdfhttps://www.revistas.udesc.br/index.php/reavi/article/view/422010.5965/2316419003032014013Revista Brasileira de Contabilidade e Gestão; Vol. 3 No. 5 (2014); 13-25Revista Brasileira de Contabilidade e Gestão; Vol. 3 Núm. 5 (2014); 13-25Revista Brasileira de Contabilidade e Gestão; v. 3 n. 5 (2014); 13-252764-747110.5965/2764747103052014reponame:Revista Brasileira de Contabilidade e Gestãoinstname:Universidade do Estado de Santa Catarina (UDESC)instacron:UDESCporhttps://www.revistas.udesc.br/index.php/reavi/article/view/4220/3347Copyright (c) 2014 CAROLINE DE OLIVEIRA ORTH, Melissa Gerhard, CARINE DE OLIVERIA, CLEA BEATRIZ MACAGNANhttps://creativecommons.org/licenses/by/4.0info:eu-repo/semantics/openAccessOrth, Caroline de OliveiraGerhard, MelissaOliveira, Carine deMacagnan, Clea Beatriz2023-09-13T02:10:32Zoai::article/4220Revistahttps://www.revistas.udesc.br/index.php/reavi/indexPUBhttps://www.revistas.udesc.br/index.php/reavi/oairbceg.ceavi@udesc.br || paulo.barth@udesc.br2764-74712764-7471opendoar:2023-09-13T02:10:32Revista Brasileira de Contabilidade e Gestão - Universidade do Estado de Santa Catarina (UDESC)false
dc.title.none.fl_str_mv Family office: organizational structure of household wealth management
Family office: estructura organizativa de gestión de riqueza familiar
Family office: estrutura organizativa de gestão de riqueza familiar
title Family office: organizational structure of household wealth management
spellingShingle Family office: organizational structure of household wealth management
Orth, Caroline de Oliveira
family office
governança familiar
governança
family office
family governance
governance
gobernanza familiar
oficina familiar
gobernanza
title_short Family office: organizational structure of household wealth management
title_full Family office: organizational structure of household wealth management
title_fullStr Family office: organizational structure of household wealth management
title_full_unstemmed Family office: organizational structure of household wealth management
title_sort Family office: organizational structure of household wealth management
author Orth, Caroline de Oliveira
author_facet Orth, Caroline de Oliveira
Gerhard, Melissa
Oliveira, Carine de
Macagnan, Clea Beatriz
author_role author
author2 Gerhard, Melissa
Oliveira, Carine de
Macagnan, Clea Beatriz
author2_role author
author
author
dc.contributor.author.fl_str_mv Orth, Caroline de Oliveira
Gerhard, Melissa
Oliveira, Carine de
Macagnan, Clea Beatriz
dc.subject.por.fl_str_mv family office
governança familiar
governança
family office
family governance
governance
gobernanza familiar
oficina familiar
gobernanza
topic family office
governança familiar
governança
family office
family governance
governance
gobernanza familiar
oficina familiar
gobernanza
description This paper reviewed publications about the family offices subject (organizational structures that manage the family wealth and provide all kinds of services for these families). This organizational structure can be used as part of the family governance plan. Family offices appeared initially to assist families in managing the product generated by the business: wealth. Currently, family offices can provide all kind of professional service. The results found by the analysis indicate that there are few scientific researches on family office, both international and nationwide. We analyzed a sample of 37 (thirty-seven) articles, of which 32 (thirty two) of them are international and five (5) are national authorship. The articles were written from 2001 to 2011. There is a predominance of opinionative researches (no scientific rigor) covering 70% (seventy percent) of the sample. Only 5% (five percent) presents a empirical approach. These results demonstrate that there is a gap to be filled with empirical research on family office both in Brazil and abroad.
publishDate 2014
dc.date.none.fl_str_mv 2014-09-10
dc.type.driver.fl_str_mv info:eu-repo/semantics/article
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dc.identifier.uri.fl_str_mv https://www.revistas.udesc.br/index.php/reavi/article/view/4220
10.5965/2316419003032014013
url https://www.revistas.udesc.br/index.php/reavi/article/view/4220
identifier_str_mv 10.5965/2316419003032014013
dc.language.iso.fl_str_mv por
language por
dc.relation.none.fl_str_mv https://www.revistas.udesc.br/index.php/reavi/article/view/4220/3347
dc.rights.driver.fl_str_mv https://creativecommons.org/licenses/by/4.0
info:eu-repo/semantics/openAccess
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eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.publisher.none.fl_str_mv Universidade do Estado de Santa Catarina — UDESC
publisher.none.fl_str_mv Universidade do Estado de Santa Catarina — UDESC
dc.source.none.fl_str_mv Revista Brasileira de Contabilidade e Gestão; Vol. 3 No. 5 (2014); 13-25
Revista Brasileira de Contabilidade e Gestão; Vol. 3 Núm. 5 (2014); 13-25
Revista Brasileira de Contabilidade e Gestão; v. 3 n. 5 (2014); 13-25
2764-7471
10.5965/2764747103052014
reponame:Revista Brasileira de Contabilidade e Gestão
instname:Universidade do Estado de Santa Catarina (UDESC)
instacron:UDESC
instname_str Universidade do Estado de Santa Catarina (UDESC)
instacron_str UDESC
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reponame_str Revista Brasileira de Contabilidade e Gestão
collection Revista Brasileira de Contabilidade e Gestão
repository.name.fl_str_mv Revista Brasileira de Contabilidade e Gestão - Universidade do Estado de Santa Catarina (UDESC)
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