Quem somos

Somos uma Associação

Fundada em 1998, somos uma Associação privada, sem fins lucrativos, de âmbito nacional e transversal a todos os sectores de atividade.

Todos os nossos membros são Administradores, Acionistas ou dirigentes das suas próprias Empresas Familiares. 

Atualmente, contamos com cerca de 400 Empresas Associadas, nacionais e internacionais, de diversas dimensões e relevo económico, as quais representam uma parte importante parte da vida económica do País.

Em 2016 a Associação criou um grupo Next in Line, que representa as próximas gerações das Empresas Familiares associadas da AEF. Este grupo arrancou com 20 empresas, atualmente tem mais de 70 empresas, pequenas, médias e grandes.

“A Associação das Empresas Familiares existe para promover e defender os interesses dos seus Associados, o maior setor económico de Portugal”

Mensagem do Presidente


Ainda se associa a gestão das EF(Empresas Familiares) a um modelo antiquado, esquecendo-se que a esmagadora maioria das empresas começam a sua existência dessa maneira. A nossa missão é muito simples: contribuir para que as EF pequenas de hoje, possam transformar-se na Heineken, na Peugeot ou no Jerónimo Martins de amanhã.

Peter Villax

Órgãos Sociais

Os Órgãos Sociais da Associação são compostos pela Direção, a Mesa da Assembleia Geral, o Conselho Superior e o Conselho Fiscal. Todos os elementos pertencem a empresas familiares e/ou são representantes de Associadas. 

Veja aqui a última revisão dos Estatutos datada da Assembleia Geral de 11 de Março de 2008…

Next in Line

Quem somosTrata-se de um grupo no âmbito da Associação das Empresas Familiares que é representado pelas próximas gerações das Empresas Familiares, associadas da AEF.Criado em 2016, por iniciativa de quatro dos Directores da AEF, sendo eles a geração seguinte nas próprias empresas.Este grupo arrancou com 20 empresas, que, na altura, já representavam um volume de vendas totais superiores a 2.5 mil milhões de euros e mais de 10 mil postos de trabalho diretos.Participam atualmente neste grupo mais de 70 empresas, pequenas, médias e grandes, com membros da 2.ª geração e seguintes.

MissãoA missão deste grupo é promover a sustentabilidade das Empresas Familiares, através de partilha de conhecimento e experiências, bem como através de formações direcionadas especificamente para as novas gerações das Empresas Familiares e da promoção de ações de Networking entre associadas.

O que fazemosVisitas a empresas associadas nomeadamente Bresimar, Conceito, Delta Cafés, Gelpeixe, Grupo FAF, Herdade Torre do Frade, Impresa, José Maria da Fonseca, Luis Simões, Metalofarense, Paladin (MendesGonçalves), Renova, entre outras.Organização e participação em eventos para discussão de temas e  partilha de experiências.Realização de encontros/congressos: I Encontro NIL – 31 de janeiro de 2017 – Gelpeixe | II Encontro NIL – 10, 11 e 12 de novembro de 2017 – Porto | III Encontro NIL – 30 de novembro de 2018 – LisboaIV Encontro NIL – 15, 16 e 17 de novembro de 2019 – Évora

Gostaria de fazer parte deste grupo? Contacte-nos

When we decided to set up our operations 25 years ago, we had a list of principles that we all stood by, as co-founders...

They did not change a bit. It was and still is a distinct desire to deliver complex, 360° investment consulting services, that would fill any gap in any business’ daily, monthly and yearly operations. With that in mind, we continue to implement our expertise to help hundreds of companies!

With the help of our advisors hundreds of small, medium and big companies were able to achieve results, such as:

1) Steady year-by-year growth

2) Spring back from a recession or market value drop

3) Ill-conceived IPO turned into a golden share IPO

4) Investments risks eliminated, billions of dollars spent more efficiently

Сore values

and our advantages

Complex Approach

We are positive that the end goal of increasing your value can be achieved only through diligent managing all possible aspects of your portfolio, such as assets, property, real estate, businesses and everything else… That makes our investment company one of the few on the market, who recognize the need to go full-cycle!ting.

Safe Bets

When it comes to a dangerous and risky business of investing, we take an approach that is data-scientific and risks-proof. The precision with which our team of experts manages to arrive at the best advice for managing your assets and money is worldwiade known and is proven by the portfolio of our impressive clients!

Adaptable projections

With all the volatility that a modern business faces and with all the pressure that just keeps on hitting, sticking to a short-term financial projection for too long is too dangerous… Once again, taking a scientific-like approach to data analysis, we are able to predict when the time comes to change either the tactics or the strategies of your mind game.

Average y-b-y growth our
clients businesses show
Average assets growth
thanks to our services
Number of our returning

In-house staffers

the most recent info


Damien Kaschzmarek

Damien was appointed as Managing Director of our Investments venture in February 2014, after 4 years as Chief Executive Officer.


Derek Zoolander

Derek joined us in 2007, has been Company Secretary since 2010 and was appointed Chief Operating Officer in 2015. He is a Chartered Accountant.


Tom Marvolo

He has over 30 years’ experience in financial and investment accounting and has extensive experience in the management of the portfolio…


James Potter

Mr. Potter joined us in 2010 as an Investment Analyst and was promoted to Senior Investment Officer. He has long experience as an analyst.


Lily Granger

While Lily works here only 10 years, her efficiency allowed us to name her a Senior manager of our biggest portfolios…


Timothy Dumbledore

What Timothy does to company’s, is what our clients call “fiscal magic”. He is an accomplished pro regarding any investing gamble…


Lionel Hollande

Lionel has joined us after years of consulting for Wall Street’s biggest financial institutions. He studied economics at Harvard University.


Craig Ferguson

Prior to joining our agencyt, Craig worked at JPMorgan for 10 years in Credit Markets and Risk Technology. He is a CERTIFIED PLANNER™…


Diane Mist

Before joining our experts’ vast team, Diane was the Behavioral Finance Specialist at Barclays Americas and London teams in 2007.


Andrew Cuomo

With a background in global bond markets, Andrew’s outlook on our fixed income exposures is invaluable and priceless…


Ben Edwards

Ben is one of the worlds strongest advocates of value investing, and assists us with asset allocation models he developed…


Chris Cripsie

Chris brings deep experience in equity trading from his days at Goldman Sachs, advising on the nuance of tax and execution risks…

Do you have an MBA or similar-grade degree in Economics,

Finances, Accounting, Business Management, Corporate Management or Investments? Then we need You!


the most popular questions

A: If you have previously set up a “self-directed” individual retirement account (IRA), then you will be able to store alternative assets within your tax-deferred plan, including private placements in venture capital. As with any IRA investment, a self-directed account has built-in, tax-deferred growth– meaning that you would not pay capital gains taxes on the growth of an investment until you are of retirement age and begin to withdraw the funds, presumably at a lower effective tax rate.

A: For individual investors, the SEC tells that an accredited investor is a natural person (as opposed to an organizational entity that may be considered a “legal person”): (1) who owns an individual net worth, or joint net worth with the person’s spouse, that is more than $1 million at the time of investment, excluding the value of the primary residence of such person; OR (2) whose income is more than $200,000 in each of the two most recent years or whose joint income (a spouse included) exceeds $300,000 for those years and has a reasonable expectation of the same income level in the current year.

A: If your primary residence for tax purposes is anywhere but the US, your country determines the minimum income or asset requirement that allows you to participate in venture capital investments. The sign-up process for our investment options is, therefore, country-specific; you check off the requirements that are satisfied and, when necessary, specify the reason that you meet each requirement.

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