Our Services
Asset Management
Holistic asset management.
Liquid financial investments, such as stocks, bonds and alternative assets.
Illiquid non-financial investments, such as private equity, real estate and private credit funds, among others.
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Strategic asset allocation.
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Global approach.
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Diversification.
Defined goals.
Estate Reporting and Analysis
Execution of services and continuous supervision of providers with the objective of achieving complete efficiency in costs, quality and results.
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Analysis of direct and private projects, such as M&A, real estate and private equity transactions, among others.
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State of the art estate reporting.
Advisory and Consulting
Family and corporate governance implementation.
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Development and implementation of the estate structure and investment policy.
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Creation and execution of the investment committee.
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Optimization of the estate’s fiscal structure.
Philanthropy.
Financial education.
Structuring of private collections.