Expertise

Our Structure

We are divided into two major operational areas:

Management and Strategy

We take care of the investment management, adopting strategies aligned with you, based on your wishes and desires.

Wealth Planning

We propose the best solutions for structures based on Brazilian legislation, adopting efficient and intelligent practices.

Management & Strategy

01 - Investment Funds
We operate in the management of exclusive and/or restricted investment funds, of various classes. Because we have independent management, we do not have our own funds, avoiding the collection of hidden fees from the client and any conflict of interest between the parties. Independence and transparency are pillars of our management.
02 - Managed Portfolios
Service designed for specific customers, who want a leaner structure, and who wish to enjoy some benefits for maintaining financial assets directly on the individual.
Through it, we manage your portfolio wherever you have an account, whether in Brazil or abroad. We do this through a strategic analysis of your investments, integrating and balancing the portfolio in the best way possible, taking into account your investor profile.
03 - International Allocations
We map opportunities in the United States, Europe, and Asia, offering 360ยบ management and working with strategic partners, in order to offer the best products available in the international market.
04 - Alternatives
Based on the profile and objectives of our clients, we can diversify the portfolio with low correlation assets, identifying specific business opportunities and acting actively in driving them. In this sense, we complement your investments with assets outside the traditional financial market.
05 - Support and Risk Management
We count on robust systems and risk controls for the vehicles and investments under our management, offering the necessary support to ensure the portfolio’s security in the face of the market’s natural variations.

Wealth Planning

01 - Asset Protection
We use structures in the country and abroad, in addition to other mechanisms provided for in Brazilian and international legislation that are able to help protect assets in the face of the risk of any family, corporate, or legal conflicts, observing the peculiarities of each case.
02 - Planning and Tax Advisory Services
We map tax-efficiency opportunities according to your current assets and future liquidity events that will change the existing environment. We seek the best solutions in accordance with the legislation in force and accompany the implementation of the proposed alternatives, in a customized way according to your objectives.
03 - Succession and Legacy
Our principle is to plan to perpetuate. We seek to maintain family harmony pre and post succession. To this end, we anticipate succession events, working together to apply the best solutions for better tax optimization and structure simplification.
04 - Governance
Our work extends to advising about the best practices in the scope of Family and Corporate Governance, presenting efficient solutions molded to your objectives and peculiarities.
05 - Philanthropy and Impact Investment
We care about ESG (environmental, social and governance) criteria. Our approach is aligned with the trends in the industry, which has grown significantly in recent years and has entered the radar of families and individuals who demand greater sensitivity in wealth management.

We are your Family Office.

get in touch