A UNIQUE ECOSYSTEM FORMED BY FAMILIES, ENTREPRENEURS AND BUSINESS OWNERS.
The term Oikos comes from the Ancient Greek word for 'home', referring to three related concepts: the house, the family, and the family's property. It represents the combination of elements that contribute to the well-being and development of 'Oikos,' which together form a productive economic unit.
"We understand that relationships must be free from conflicts of interest and based on aligned objectives"
We understand that relationships must be free from conflicts of interest and based on aligned objectives. This fosters trust and comfort — key pillars for wealth management, especially for families with long-term goals — including generational transitions and building a lasting legacy.
“We relentlessly strive for excellence”
We build exclusive portfolios for each family, expanding the universe of investment opportunities with exclusive access, correcting industry inefficiencies and pursuing agility to deliver value to our clients. We relentlessly strive for excellence in management.
"The connections within the Oikos ecosystem stimulate the generation of opportunities, synergies, and ideas"
The connections within the Oikos ecosystem stimulate the generation of opportunities, synergies and ideas. We connect with and support families by structuring solutions for their real estate projects and corporate holdings.
"We know that a family's wealth is composed of both financial investments and iliquid assets"
We know that a family's wealth is composed of both financial investments and iliquid assets (properties and corporate holdings). Understanding the real wealth exposure, how these components interact, their goals, needs and dynamics of each family is essential for building comprehensive wealth management.
"We understand that relationships must be free from conflicts of interest and based on aligned objectives."
We understand that relationships must be free from conflicts of interest and based on aligned objectives. This fosters trust and comfort — key pillars for wealth management, especially for families with long-term goals — including generational transitions and building a lasting legacy.
“We relentlessly strive for excellence”
We build exclusive portfolios for each family, expanding the universe of investment opportunities with exclusive access, correcting industry inefficiencies and pursuing agility to deliver value to our clients. We relentlessly strive for excellence in management.
"The connections within the Oikos ecosystem stimulate the generation of opportunities, synergies, and ideas"
The connections within the Oikos ecosystem stimulate the generation of opportunities, synergies, and ideas. We connect with and support families by structuring solutions for their real estate projects and corporate holdings.
"We know that a family's wealth is composed of both financial investments and iliquid assets"
We know that a family’s wealth is composed of both financial investments and iliquid assets (properties and corporate holdings). Understanding the real wealth exposure, how these components interact, their goals, needs and dynamics of each family is essential for building comprehensive wealth management.
Our team is composed of 8 partners and 45 professionals with complementary backgrounds