We are centered on three core pillars: Wealth
Management, Estate and Succession Planning and Impact Investing

 

INVESTMENT POLICY

  • Design an asset allocation tailored to each client’s risk profile and unique personal requirements, with an overall focus always centered on wealth preservation
  • Definition of risk-return objectives aligned with liquidity constraints and needs

PORTFOLIO CONSTRUCTION AND COST OPTIMIZATION

  • Client profile analysis and definition of asset allocation strategy
  • Continuous cost control process

Risk and Performance Monitoring

  • Global portfolio risk controls and monitoring of investment performance
  • Constant monitoring of managers and investable assets

Estate and Succession Planning

  • Full coordination and interaction with clients' lawyers in order to:
    • Deliver tax efficient investment structures for our clients in Brazil and abroad
    • Estate and Succession Planning

Legacy Appreciation and Continuity

  • Awareness of the vital importance of leaving a legacy for future generations
  • Connect clients towards social and environmental projects and initiatives

NET-WORTH PRESERVATION DEMANDS PORTFOLIO
DIVERSIFICATION AND COMPLETE ALIGNMENT OF INTERESTS