Your wealth in your hands
from financial experts
All great relationships are built on trust. Thus, we join families that inspire us to deliver more than knowledge and services.
From our multidisciplinary expertise, we offer a range of products and customized solutions to our clients, which go beyond global wealth management to provide specialized service in various markets such as credit, real estate and insurance.
WHAT MAKES US DIFFERENT?
Independent management with transparency and alignment
Geographic presence in several regions of Brazil
Exclusive international partnerships
Access to Global Club Deals
Individualized asset management
Active participation of partners in management with families
OUR
PILLARS OF
ACTION
Proximity:
Families, partners and executives are part of the relationship with clients, all in a close and accessible way.
Access:
Great geographic presence in Brazil, in addition to international partnerships to assure the best investment opportunities.
Partnership:
Focus on finding opportunities for clients through relationships with partners, other customers, and families.
Alignment:
An open architecture with no conflicts of interest and fully adjustable to customer needs.
Protection:
Through local and international partners, we use top-notch platforms so that heritage is protected.
Agility:
Senior and lean team to provide greater agility for the customer in decision making.