Independent Multi-Family Office
We are an independent wealth management firm dedicated to the preservation, stewardship, and long-term growth of our clients’ assets, with a disciplined focus on continuity and intergenerational legacy.
Explore Our Services
Portfolio Management
We provide comprehensive portfolio construction and management services, identifying best-in-class investment ideas and solutions across domestic and international markets to build and oversee our clients’ portfolios.
Customized Investment Strategies
We develop exclusive asset allocation strategies based on each client’s individual circumstances, risk profile, and life cycle. There is no standardized solution designed to serve more than one client.
Portfolio Review
We conduct periodic portfolio review meetings with our clients to assess risk exposure and portfolio performance, recommending adjustments in response to changes in the macroeconomic and political environment, as well as emerging investment opportunities.
Client Support and Representation
We represent and support our clients across all business matters and banking relationships in Brazil and abroad, participating in meetings, structuring transactions, and assisting with institutional and administrative processes.
Estate Planning
We coordinate the implementation of family wealth planning, encompassing governance frameworks, tax planning considerations, and the structuring of appropriate investment vehicles tailored to each specific situation.
Guiding Principles
Alignment of Interests
We act independently to identify investment opportunities and solutions, maintaining full alignment with our clients’ interests and no commercial affiliations with financial institutions.
Fee Transparency
Our management fee is contractually agreed and calculated based on the average assets under management. Any rebates, commissions, or incentives received throughout the investment process are fully rebated to the client.
Confidentiality and Privacy
We strictly safeguard the privacy and confidentiality of all personal and financial information entrusted to us by our clients.
Economies of Scale
We benefit from scale efficiencies that enable us to negotiate competitive terms with financial institutions and service providers across domestic and international markets.
Long-Term Relationship
We are committed to building strong and enduring relationships based on trust, dedicating time and effort to deliver long-term value to our clients’ wealth.
Alignment of Interests
We act independently to identify investment opportunities and solutions, maintaining full alignment with our clients’ interests and no commercial affiliations with financial institutions.
Fee Transparency
Our management fee is contractually agreed and calculated based on the average assets under management. Any rebates, commissions, or incentives received throughout the investment process are fully rebated to the client.
Confidentiality and Privacy
We strictly safeguard the privacy and confidentiality of all personal and financial information entrusted to us by our clients.
Economies of Scale
We benefit from scale efficiencies that enable us to negotiate competitive terms with financial institutions and service providers across domestic and international markets.
Long-Term Relationship
We are committed to building strong and enduring relationships based on trust, dedicating time and effort to deliver long-term value to our clients’ wealth.
