Investment management advisory

We guide our clients to make important decisions about their investments, without conflicts of interests;

We add value and results with our expertise, focus, ability to take a macro view, and to suggest strategies that enable the portfolio to adapt to changes in the financial environment. When necessary, we pay attention to details to protect against bad investments;

We guide in the selection and monitoring of banks and asset managers;

We consolidate all assets when necessary, improving the decision-making process, risk control and performance attribution by strategy, type of assets and managers;

We operate with non-financial assets, real estate, Private Equity, Venture Capital and participation in companies, including participation in the Boards of investees.

Advisory for wealth and family matters

We offer support, with availability and dedication, for all types of demands related to wealth and family matters;

We advise our clients to plan and adopt practices aimed at fiscal efficiency and conflict prevention;

We advise, in interaction with legal and tax consultants, the review of estate and succession planning structures to provide tax efficiency and address special and personal family situations, including considering assets and family members in different jurisdictions;

We advise on access to private banking services, trusts and life insurance solutions;

We offer a wide range of services that include, depending on the client’s needs, wealth management, succession planning, mentoring and counseling, participation in Family Reunions, Family Councils, Meetings with Partners, Administration or Advisory Councils.

Family Governance Advisory

Every business family faces times of disputes and tensions. One of the best ways to maintain harmony, prevent and mitigate risks and conflicts is to invest in family governance.

It is important that each family, according to its size and complexity, implements governance processes and procedures that contemplate the relationship between the different generations. Governance enables long-term stability, transparency and fairness.

Even though in many families the patriarch, matriarch or wealth creator has a preponderance in defining rules and decisions, it is important and enriching to involve the whole family, as this reinforces the sense of unity, vision of the future and purpose.

The first step in our approach is to understand the priorities, goals, mission, values, and relationships between the family and its business.

From there, we advise families to prepare, improve and implement the set of policies, guidance documents and rules. It is important that this is formalized in writing so that everyone is aware of its content.

Our assistance also includes interacting directly with family members. In families that choose to adopt the system of Family Reunions or Periodic Family Council Meetings, we advise and participate in these meetings.

Advisory for the organization and support to the operational structure of wealth management

We offer, regardless of the size of the operational structure required, support for any of the following services: implementation of methodologies and reports, restructuring, upgrade, outsourcing, implementation and ongoing support.

We select, train and manage professionals, service providers and systems.

We are hired, as demanded by the client, to supervise or coordinate specific needs that require expertise, skill and confidentiality in their implementation.

We customize support for each case, as each family or individual is unique and may need a different set of services.

Advisory for Strategic Corporate Planning

Strategic business planning;

Quick diagnosis of problems and proposal of effective alternatives for resolution;

Structured analysis of products/services and market/customers;

Construction of high impact Business Plans;

Expansion, innovation and diversification plans;

Participation in Advisory and Management Boards;

Advisory support for mergers and acquisitions (M&A)  

The planning of the partial or total sale of companies is one of the priority themes among entrepreneurs or business families, as they are normally very relevant events patrimonially.

Our role as an advisor in these transactions is to:

• Coordinate the different steps, as necessary;
• Select and supervise the work of contracted companies;
• Design and help implement the necessary previous steps to prepare the company or sellers;
• Act as a high-level advisor for decisions.

Advisory on direct investments, co-investments or new businesses

There is a growing interest in allocating capital in startups, Venture Capital, Private Equity, or directly in companies and businesses, in minority or majority investments.

We assist our clients in the process of capturing and deal flowing business, with the objective of participating in the best opportunities.

We also advise on the selection of opportunities and coordination of the investment process, with the aim of fully understanding the business and avoiding entry mistakes.

We monitor, depending on the case, negotiation, due diligence, legal aspects, forecast of future rounds, investment format via convertible debt or equity, and fund raising for the business.