Perspectives fromOtoma Group in Lisbon
Independent thinking on markets, how capital is allocated, governance and the structural changes that shape wealth over the long term.
The family office after the transaction
The coordination problem a sale creates, and what consolidated oversight does to resolve it.
ReadPrivate markets after a liquidity event
How to decide how much illiquidity a family can afford before increasing exposure.
ReadCross-border wealth in a more transparent Europe
Why legal ownership, beneficial ownership, tax reporting, banking records and family-office reporting must now tell one story.
ReadSuccession after an entrepreneurial exit
What must be decided about responsibility before wealth is transferred.
ReadDirect investments after the sale of a business
The repeatable process that turns entrepreneurial instinct into investment discipline.
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