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