Turim Family Office

We believe that a family’s legacy goes beyond money, assets and business. It is also reputation, beliefs, values, virtues, history and "prepared opportunities" – a generation builds opportunities for which the next generations should be able to seize and make the best of.

With the growing globalization, it has become increasingly difficult for families to manage and preserve their assets, as well as perpetuate their values across generations. The range of investment opportunities has amplified, markets became more volatile, correlation amongst countries has increased, new currencies emerged while others disappeared from circulation, some traditional and solid institutions lost their status, new legal and fiscal structures were created and improved, and socio-economic and global geopolitical environments are becoming progressively more dynamic.

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Publications

Strategic Investor Profiling

Turim & MIT Project

Turim had the opportunity to back one of the MIT - Sloan School of Management* (Action Learning Lab) lab projects, developing together a model focusing on the identification of the investor profile to be used internally

Turim & MIT Project

Strategic Investor Profiling

Turim had the opportunity to back one of the MIT – Sloan School of Management* (Action Learning Lab) lab projects, developing together a model focusing on the identification of the investor profile to be used internally. Aiming to better align our clients’ investment portfolio with their objectives, this project considered the improvement of our Investment Policy model and internal processes. An extensive analysis of the industry’s best practices was conducted together with an evaluation of recent and influential papers published about profiling, risk attributes and metrics, as well as of cognitive sciences. This initiative is coherent with our constant search for challenges that allows us to evolve and guarantee the quality of our service.

 

*Massachusetts Institute of technology (MIT) – Sloan School of Management is a renowned business school located in Cambridge, Massachusetts – USA, ranked amongst the top 10 in the world by the Financial Times