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