ABOUT US

We are specialized in consulting for Family Offices, Business Management and Business Development.

We help our clients manage their financial, family and business affairs.

We are a boutique that serves a small number of customers, thus we can dedicate ourselves to each one in an exclusive way.

KNOW MORE

WHO WE ARE

Our CEO and Founding Partner Isaac Khafif has vast experience and expertise in Multi and Single Family Offices, Financial Markets, Digital Identity and Boards of Directors.

Isaac Khafif | CEO and Founding Partner

  • 33 years in executive and leadership positions in Multi and Single Family Offices, Financial Institutions, companies dealing with digital identity and Boards of Directors;
  • He was Head of the Single Family Office Safdié, Director of Portfolio Management, Operations, Back Office, Compliance and Risk at Safdié Wealth Management & Multi Family Office DTVM and Director of Corporate Finance, Asset Management and Leasing at Banco Cidade SA;
  • He was Co-CEO of Certisign, leader in digital certification in Brazil, for 6 years, as well as a Board Member in other companies;
  • Specialist in entrepreneurial families and in their most varied types of investments and businesses, focusing on problem solving, succession and family matters, establishing proactive relationships with stakeholders such as founders, family members, executives, investors, partners, customers, professional associations and regulators;

/Isaac Khafif

  • Strong expertise in Strategic Business Planning and deep knowledge of business processes, advising and executing strategic planning , diversification plans, expansion, innovations, new businesses, acquisitions and divestments;
  • Consultant for companies and startups, working in strategic planning and execution, innovation and application of management methodologies;
  • Portfolio manager authorized by the Brazilian Securities Commission – CVM and certified by ANBIMA for professional management of third-party portfolios.
  • TEP – Registered Trust and Estate Practicioner, by the STEP Association.
  • Graduated and post-graduated in Business Administration at FGV-SP.

AREAS OF EXPERTISE

Advisory for families

  • Support in the management of financial and non-financial assets;
  • Inheritance and succession;
  • Planning and Family Governance;
  • Organization and support to the operational structure of wealth management.
KNOW MORE

Corporate Advisory

  • Strategic planning;
  • Construction of Business Plans;
  • Participation in Councils;
  • M&A support;
  • Support for new business development.
KNOW MORE

Financial Advisory

  • Support in investment management;
  • Support in asset management;
  • Direct investments and
    co-investments;
  • Investment consolidation and reporting.
KNOW MORE

DIFFERENTIALS

The advice we provide to our clients is outstanding, as while we are specialists with many years of experience and skill in dealing with situations and people, we are efficient and pragmatic in implementing solutions.

We are a high quality with an in depth knowledge of the subjects we work with.

We have a strategic, top-down vision that allows us to identify priorities and act where it is most relevant.

We respect the culture and particularities of each client.

We build relationships based on trust, discretion, confidentiality, and high availability to service our customers.

Global view of national and international financial markets.

Expertise in family issues and governance.

CONTACT

"*" indicates required fields

contato@ikhafif.com.br

Send a WhatsApp

/ikhafif