What we do
INDEPENDENT AND TRANSPARENT WEALTH MANAGEMENT
We advise individuals, families, and institutions on preserving their wealth, managing resources in a technical, unbiased, transparent, and diversified manner, both in Brazil and abroad.
We provide global asset management focused on wealth preservation and consistent long-term returns. We strive for excellence in all aspects of our business, including investment performance, client relationships, and processes. We continuously reflect on our practices, aiming to mitigate risks and improve our management approach.
ESTATE PLANNING
We have a qualified and experienced team that allows us to act critically and proactively, challenging assumptions and analyzing wealth structures both in Brazil and abroad. We support our clients in reviewing their investment structures and in their estate and succession planning.
With a keen and up-to-date perspective, we also engage in matters such as governance, the sale of significant assets, and mergers and acquisitions, collaborating with top law firms, financial advisors, investment banks, and other service providers.
ESG
There is no long-term future without sustainability. ESG factors are embedded in our risk analysis and manager selection process. We actively challenge the investment industry, seeking to engage managers, companies, regulators, and other stakeholders in adopting environmental, social, and governance criteria.
We are committed because we recognize that generating sustainable long-term returns depends on stable, functional, and well-managed economic and environmental systems.
SOCIAL AND ENVIRONMENTAL IMPACT
We were founded based on a life choice: to work with families and institutions that have some outlook on socio-environmental transformation or that are open to engage in any way.
We believe in the power of markets and financial innovation to scale solutions for the more urgent social and environmental matters. We are committed to support the development of the Brazilian socio-environmental impact ecosystem and we are involved in relevant initiatives with transforming power.
Amongst other fronts, we allocate a percentage of our clients’ wealth to socio-environmental impact funds.