Investment management advisory

We guide our clients to make important decisions about their investments, without conflict of interest;

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 possible participation in the Boards of investees.

Advisory for wealth management

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

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

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 in Brazil and abroad and family members in different jurisdictions;

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

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 transactions, 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.

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, restructuring, upgrade, outsourcing, implementation of methodologies and reports, supervision and ongoing support.

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

We are hired, as needed 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.