Managing wealth independently, impartially and personally through specialized professionals with extensive experience in the financial market.

We build investment portfolios according to personalized mandates through strategic allocations, tactical moves and asset managers selection.

Our independent posture allows us great tactical agility, maximizing return and minimizing unwanted risks, while maintaining a balanced portfolio that is suited to various economic and market scenarios.

With a long term commitment to wealth management. We actively participate in the financial planning of our clients and the evolution of their goals at every stage of their lives - including assisting them in the financial education of successors and heirs.

INDEPENDÊNCIA

INDEPENDENCE

Independent investment management, which exclusively defends the client's interests.

EXPERIÊNCIA

EXPERIENCE

Managers accredited by CVM and certified by ANBIMA. Proven staff experience in banks, assets management and financial services providers.

PONTO FOCAL

FOCAL POINT

Single point of contact for all investment issues - in Brazil and abroad. In addition, we operate throughout the succession, tax and fiscal chain.

TEMPO

TIME

We provide clients with the most precious asset: time for business, personal, family, hobbies, philanthropy, and so on.

PERSPECTIVA GLOBAL

GLOBAL PERSPECTIVE

Independent and global monitoring of strategic and tactical allocations. Risk control by asset, liquidity, geographic region, manager and issuer/credit.

LONGO PRAZO

LONG TERM

We value patient capital and build relationships that will last for generations. We always seek long-term alignment - not just immediate results.

SERVIÇOS

SERVICES

We access the best service providers, with whom we make direct negotiations that bring scale gains, as well as cost and process optimization.

PLANEJAMENTO

PLANNING

Tax and succession planning with global scope. Change of tax domicile, donations and inheritance. Financial education of successors and training of heirs.

LIFE STRATEGY

Access to private investments opportunities (Private Equity, Real Estate, Non-liquid Assets).

LIFE STRATEGY

Access to entrepreneurs and early stage investment opportunities.

Founded in 2017 as a result of its founding partners’ vision towards creating one of the best M&A advisory firm in Brazil.

The founding partners have experience in the financial markets since 1999, with an aggregate experience of over 50 years. During this period, over 45 transactions have been successfully concluded in a wide array of industries and sectors, with total deal value of more than R$15 billion.

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