The family office after the transaction
The coordination problem a sale creates, and what consolidated oversight does to resolve it.
ReadOrder, in acomplicated world.
Otoma Group is a multi-family office, providing counsel to high-net-worth families and entrepreneurs on an independent footing.
Otoma GroupLisbon · London
From Lisbon and London, we help our clients bring order to intricate wealth arrangements that span geographies and generations.
Who We AreOur work covers asset allocation, investments, structuring and governance, art advisory, direct holdings and philanthropy.
What We Do
Varied circumstances,a single standard.
Families
Coordination of the whole estate and clear governance, with careful preparation for the passing of wealth between generations.
Entrepreneurs
Advice ahead of, during and after significant transactions, and on the wider personal and business planning that sits around them.
Next Generation
A setting for learning and dialogue, giving heirs who are preparing to assume responsibility a sense of continuity.
Featured Insights
Private 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.
Read