Felipe Marin in AEF

Together with Ventum Group, the strategic alliance AEF, and the active participation of our partners—some of whom joined from different regions—we discussed how to design a Family Investment Policy that aligns economic objectives, reflects the family's purpose, and strengthens unity.

Felipe Marín, founder & managing partner of Ventum, emphasized the importance of this instrument having a strategic purpose, ensuring it is understandable, prioritizes objectives, and establishes timelines. Cristóbal Briseño, general manager of the Family Office BBS Investments, also shared his experience, enriching the discussion.