Ricardo Xavier

Managing Partner - Wealth Planning

About

He worked for almost 16 years at Credit Suisse Hedging-Griffo, from 2002 to 2017. In the opportunity, you can act as a wealth consultant, focused on families who own large fortunes in the country, in several areas of law and related areas, including:

  • Tax and estate planning;
  • Real estate assets;
  • Family law and succession;
  • Investment Funds;
  • Structures abroad: United States, Europe, Bahamas, BVI, and Cayman.

He is recognized for his direct participation in the structuring of funds and fund raising within CSHG’s Private Banking department, establishing a close personal relationship with the main wealth-holding families in the country.

Ricardo adds value by offering a holistic view of the clients’ needs, resulting in greater confidence, even in the case of non-financial assets, such as overseas properties, artwork, and aircraft, with the proceeds from the sale of these assets ultimately going to wealth management.

With a Law degree from the Pontifical Catholic University of São Paulo, Ricardo also took three other post-graduate courses at renowned educational institutions (USP, FGV, and Insper).

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