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Perspectives and Opportunities in the Philanthropic Agenda of Family Offices

Autores/Participantes : Cassio Aoqui, Juliana de Paula

The publication presents a comprehensive overview of the philanthropic agenda within family offices, bringing together interviews with single and multi family offices and philanthropic families to understand how philanthropy is expressed within high-net-worth wealth management structures in Brazil. The study recognizes that philanthropy has entered the Brazilian wealth management agenda, albeit still as an emerging topic, situating the theme within national and international trends and describing how values, legacy, and generational cohesion shape this agenda. The report offers a consolidated portrait of the field and maps the perceptions, motivations, and contexts that influence philanthropic engagement in this ecosystem.

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