About us

For generations, distinguished families have trusted us with their most important asset – their legacy. BROI Capital combines deep industry expertise with personalised service to protect and grow wealth across generations.

Our Story

BROI Capital began as a wealth management firm focused on delivering exceptional investment solutions. However, our deep engagement with client families revealed that their needs extended far beyond traditional wealth management. This insight led to our strategic evolution into a multi-family office structure, enabling us to provide the comprehensive, holistic support that wealthy families truly require.

 

This transition has allowed BROI Capital to offer services that address every aspect of family wealth – from investment management and succession planning to family governance and philanthropic initiatives. Our multi-family office model provides our clients with institutional-grade resources and expertise while maintaining the personalised attention of a dedicated family advisor.

Our Clients’ Philanthropy

Creating Lasting Impact

We understand that true legacy extends beyond financial success. Our philanthropy advisory helps families create meaningful social impact while preserving their values across generations.

Strategic Giving

Our philanthropic approach combines strategic vision with personal passion. We guide families through cause identification, structure their giving vehicles for maximum impact and create measurement frameworks to ensure meaningful outcomes. Through our established network, we facilitate cross-border giving and international philanthropic initiatives.

Impact Areas & Recommended Organisations

As strategic advisors, BROI Capital guides families toward established philanthropic organisations that align with their giving objectives. Our carefully curated network of recommended organisations includes:

Global Development & Innovation

For families interested in technological innovation and sustainable development, we often recommend engaging with the Robert Bosch Foundation and Bloomberg Philanthropies, known for their impactful global initiatives.

Cross-Border Philanthropy

We guide families seeking international giving opportunities toward Transnational Giving Europe and the Philanthropy Europe Association, organisations that excel in facilitating cross-border philanthropic efforts.

American-European Initiatives

We recommend established institutions such as Fidelity Charitable and the National Philanthropic Trust for structured giving programmes bridging American and European philanthropy.

Latin American Development

Families interested in Latin American initiatives can benefit from the expertise of organisations like the Inter-American Foundation, International Community Foundation and Tinker Foundation, each offering unique approaches to sustainable development.

Youth Entrepreneurship

For those passionate about fostering next-generation leadership, we recommend exploring programmes through the Young Americas Business Trust, which specialises in youth entrepreneurship development.

Next Generation Engagement

BROI Capital’s approach to next-generation philanthropy creates meaningful engagement through the following:

Value-Based Leadership

Developing philanthropic initiatives that align with family values while building leadership capabilities.

Creating frameworks for effective giving that combine passion with purpose.

Establishing sustainable philanthropic practices that strengthen family bonds across generations.

Implementing systems to track and maximise the social return on philanthropic investments.

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