Professionals
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).