Wealth Management

You have dedicated a lot of time to build up your financial portfolio, and your forebears worked hard to leave a great financial legacy to you and your future generations.

This wealth must be well preserved and managed, so that you can better enjoy your time doing what is truly important in your life.

We are engaged in the financial management of family wealth. The objective of our specialized advisors is to be at your side and help you according to your directives.



Our work

We build trust with our clients through long-lasting relationships without conflicts of interest based on competence, confidentiality and honesty, delivering what is best for them.


The complex needs of Loyall's clients are addressed on an individual basis, according to their objectives. Loyall's independent profile allows the firm to seek out the best alternatives in the market, including service providers and investment managers.


Once the strategy for preserving or growing the clients' wealth has been implemented, efforts are redirected to perfecting the investments and monitoring them daily.

Services

A POINT OF CONTACT

We represent our clients in all their relationships involving financial service providers. This format provides a strategic global view of the assets being monitored.

INVESTMENTS IN REAL ASSETS

Real estate, equity interests, and other illiquid investments can also be added and monitored.

NEXT GENERATION

We actively participate in the financial education of successors and heirs.

ASSET ALLOCATION

Based on the objectives and risk profile of each client, we elaborate a customized asset allocation strategy. When setting up portfolios with this asset allocation strategy, we find the best instruments and managers available in the market.

IMPARTIALITY

Financial recommendations are presented independently and impartially, according to each client's necessities. A well-established network of contacts with banks, fund managers, consultants, and other service providers allows us to map out an extensive selection of the best solutions in the market.

TAX AND ESTATE PLANNING

Recommendations on tax planning and estate structures can be made together with reputable firms and professionals at large banks.

TEAM

Contact

  •   Av. Horácio Lafer, 160 - cj 61 Itaim Bibi São Paulo Brazil
  •   +55 11 3074 3540
  •   +55 11 3074 3569
  •   contato@loyall.com.br