Homogeneidad global versus adaptación local en los multi-family offices: un estudio bibliométrico sobre tipologías, propuesta de valor y gestión de la riqueza socioemocional en América Latina
DOI:
https://doi.org/10.26439/pjm2026.n004.8554Palabras clave:
oficina multifamiliar, oficina familiar única, oficina familiar, riqueza socioemocional, homogeneidadResumen
Objetivo: analizar el grado de homogeneidad global y adaptación local de las multi-family offices (MFO), a fin de identificar patrones conceptuales, estructurales y contextuales, con énfasis en América Latina. Metodología: se realizó una revisión sistemática de la literatura complementada con un análisis bibliométrico de veintinueve artículos indexados en Scopus y otras bases de datos, en el que se evaluaron tendencias de investigación, autores, redes académicas y enfoques teóricos predominantes. Resultados: la evidencia muestra que el campo es reciente y fragmentado, con predominio de estudios cualitativos centrados en tipologías, gobernanza y servicios financieros. Se observa una tendencia hacia la convergencia estructural de los MFO a nivel global. Sin embargo, esta coexiste con adaptaciones locales significativas, especialmente en América Latina, donde factores como la confianza interpersonal, el rol de la familia y el contexto institucional influyen en su configuración. Asimismo, la riqueza socioemocional emerge como un determinante clave, aunque su operacionalización es escasa. Originalidad/valor: el estudio integra el análisis bibliométrico con marcos teóricos como la isomorfía institucional y la riqueza socioemocional, proponiendo una lectura dual de homogeneidad y adaptación en los MFO. Implicancias prácticas: se destaca la necesidad de desarrollar métricas multidimensionales y diseñar propuestas de valor híbridas que integren servicios financieros y dimensiones socioemocionales. Implicancias sociales: la investigación contribuye a comprender el rol de los MFO en la preservación del patrimonio familiar y su impacto en la estabilidad económica y la continuidad intergeneracional.
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