Uniting Family Offices & HNWIs Globally
The Atlantic Family Office Alliance (AFOA) connects Family Offices and high-net-worth-individuals (HNWI) from the U.S., Latin America, and Europe to manage collaborative investments in various sectors like Venture Capital, Private Equity, Real Estate, and Digital Assets.
Empowering Family Office Investments
AFOA Investment Alliance Executive Summary
- Vision and Mission:
- AFOA aims to connect Family Offices and high-net-worth individuals (HNWI) from the U.S., Latin America, and Europe.
- AFOA focuses on organizing and managing syndicated collaborative investments in selected, highly attractive venture capital, private equity, real estate and digital assets opportunities.
- AFOA provides our members unique deal flow which generates attractive financial returns and is complementary to other investments of our members.
- Value-Based Investing:
- AFOA will select special opportunities through a specific investment process, which are usually not accessible to smaller and medium-sized individual investors.
- AFOA highlights the significant wealth transfer expected over the next 10 years and the evolving role of Family Offices in this context.
- AFOA emphasizes aligning investment strategies with investors' core values and objectives, aiming for both, attractive returns and positive social/environmental outcomes.
- Investment Strategies and Trends:
- Diversification: Complementing traditional with highly attractive alternative investments opportunities (including new asset classes like digital assets).
- Collaboration: Encouraging cooperation among Family Offices to share resources and knowledge.
- Decision at Discretion: Investing in target-specific SPVs to give members the choice to co-invest.
- Utilization of attractive opportunities in Venture Capital:
- Promoting specific Venture Capital Opportunities only on proven track records (e.g. by the core investment fund) as a long-term strategic investment not as a speculative bet.
- Focusing on fostering innovation, supporting startups in growing markets by leveraging the expertise of entrepreneurial investors.
- Investing in the next Generation in Private Equity:
- Highlighting the advantages of permanent capital over traditional, less accessible private equity funds, allowing for long-term strategic decisions and stability.
- Offering a new kind of private equity – one where AFOA provides substantial entrepreneurial and operational expertise and follow the build-to-grow strategy.
- Selection of specific Real Estate Opportunities:
- Addressing challenges faced by Family Offices due to recent poor performance in specific Real Estate investments besides the over-invested “main-stream”, bringing together experts and invest in strong, growing market segments in combination with construction tech innovation.
- Accessing exclusive, off-the-beaten track opportunities in the U.S., Latin America and Europe
- Advantages of Family Offices as LPs/Investors:
- Significant strategic investments by bundling the interests of a certain number of members which allows to get more specific rights on or options to advise the targets.
- Patient and permanent capital, allowing for sustainable and strategically sound business growth.
- Mentorship, networks, and bespoke agreements tailored to entrepreneurs' needs.
- Membership and Structure:
- Membership in AFOA is by invitation only, with a focus on families and Family Offices with over $20 million in investable assets.
- The organization is managed by AFOA Capital Partners Inc., with regional alliance managers responsible for member recruitment and relations.
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