| # of Firms | Firm Name | Contact First Name | Contact Last Name | Contact Title/Position | Phone Number | Fax Number | Personal Email Address | Company Email Address | Company Street Address | City | State/ Province | Postal/Zip Code | Country | Region | LinkedIn Profile | Company's Areas of Investments/Interest | Year Founded | AUM | Secondary Email | Additional Company/Contact Information | Website | About Company | MF/SF | New Office |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 051 Capital | Luciano | Brochmann | General Partner | 55 (21) 3005-3721 | luciano@051capital.com | R. Jardim Botânico, 657 - Jardim Botânico, Suite 201 | Rio de Janeiro | RJ | 20040-007 | Brazil | South America | https://www.linkedin.com/in/luciano-brochmann-6b79227/ | Funds, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/051-capital/ | https://www.051capital.com/ | Multi Family Office with SFO head. We manage your money like we manage ours. | MF | |||||
| 051 Capital | Leonardo | Ramos | Partner | 55 (21) 3005-3721 | leonardosouza@email.com | R. Jardim Botânico, 657 - Jardim Botânico, Suite 201 | Rio de Janeiro | RJ | 20040-007 | Brazil | South America | https://www.linkedin.com/in/leonardo-ramos-cfp®-52074336/ | Funds, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/051-capital/ | https://www.051capital.com/ | Multi Family Office with SFO head. We manage your money like we manage ours. | MF | ||||||
| 051 Capital | Kaê | Macedo | Middle Office Analyst | 55 (21) 3005-3721 | financeiro@051capital.com | R. Jardim Botânico, 657 - Jardim Botânico, Suite 201 | Rio de Janeiro | RJ | 20040-007 | Brazil | South America | https://www.linkedin.com/in/kaê-macedo-4b898659/ | Funds, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/051-capital/ | https://www.051capital.com/ | Multi Family Office with SFO head. We manage your money like we manage ours. | MF | ||||||
| 051 Capital | Flávio | Aragão | Managing Partner | 55 (21) 3005-3721 | gestao@051capital.com | R. Jardim Botânico, 657 - Jardim Botânico, Suite 201 | Rio de Janeiro | RJ | 20040-007 | Brazil | South America | https://www.linkedin.com/in/flávio-aragão-a9097561/ | Funds, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/051-capital/ | https://www.051capital.com/ | Multi Family Office with SFO head. We manage your money like we manage ours. | MF | ||||||
| 2 | AC2 Investimentos | Pedro | Carvalhaes | Manager Operations | 55 (11) 2667-0339 | pedro.cleto@ac2i.com.br | contato@ac2i.com.br | Av. Nove de Julho, 4939 - Cj 121, Torre Jardim, Itaim Bibi | Sao Paulo | SP | 01407-200 | Brazil | South America | https://www.linkedin.com/in/pedro-cleto-carvalhaes-cfp®-2720a97/ | Private Equity, Real Estate, Hedge Funds | 2.012 | https://www.linkedin.com/company/ac2-investimentos/ | http://ac2i.com.br/ | AC2 Investimentos is a multi-family office, responsible for managing the equity of an exclusive group of families, delivering the best investment results, aligned with the unique objectives of each client. We take care of transparency and excellence in the management of our clients' equity, working independently and unrelated to financial institutions, with exemption and precision in the search for the best investment opportunities in the market. | MF | ||||
| 3 | ACBR Participações e Administração LTDA | Diogo | Carvalho Monteiro | Chief Executive Officer | 55 (31) 3213-5116 | 55 (31) 3213-4550 | diogo.monteiro82@gmail.com | Av. Bernardo Monteiro, 1563, Parte, Funcionarios | Belo Horizonte | MG | 30150-902 | Brazil | South America | https://www.linkedin.com/in/cfp-single-family-office/ | Private Equity, Venture Capital, Real Estate and Hedge Funds. | 1.991 | $4.2M | diogo@bresende.com | ACBR is a Single Family Office, whose purpose is to perpetuate family assets. | SF | ||||
| 4 | Adcapital S.A. | Rodrigo | Amézaga Cuevas | Co-Founder | 562 2245 5001 | ramezaga@adcapital.cl | contacto@adcapital.cl | Alonso de Córdova #5670 - Oficina 1404, Las Condes | Santiago de Chile | Chile | South America | 2.006 | $1.9B | https://www.adcapital.cl/ | After a long and outstanding professional career in Executive and Executive positions in Banking, the main Stock Brokers, Investment Funds and Holding Companies, the founding partners of Ad Capital converged on the materialization of a project to make available to their clients his vast experience and network of relationships. In December 2006, Ad Capital Servicios Financieros started its activities as one of the first Multi Family Office of local origin. A firm capable of delivering an integrated set of services related to asset and wealth management, for a select group of People, Families and Institutions that required expert dialogue and the ability to configure specific solutions appropriate to their needs. | MF | ||||||||
| Adcapital S.A. | Cristián | Steffens Gálmez | Co-Founder | 569 6193 7722 | ssteffens@adcapital.cl | contacto@adcapital.cl | Alonso de Córdova #5670 - Oficina 1404, Las Condes | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/cristian-steffens-82387135/ | 2.006 | $1.9B | https://www.adcapital.cl/ | After a long and outstanding professional career in Executive and Executive positions in Banking, the main Stock Brokers, Investment Funds and Holding Companies, the founding partners of Ad Capital converged on the materialization of a project to make available to their clients his vast experience and network of relationships. In December 2006, Ad Capital Servicios Financieros started its activities as one of the first Multi Family Office of local origin. A firm capable of delivering an integrated set of services related to asset and wealth management, for a select group of People, Families and Institutions that required expert dialogue and the ability to configure specific solutions appropriate to their needs. | MF | ||||||||
| Adcapital S.A. | Vicente | Vildósola | Director | 569 7898 9908 | vvildosola@adcapital.cl | contacto@adcapital.cl | Alonso de Córdova #5670 - Oficina 1404, Las Condes | Santiago de Chile | Chile | South America | 2.006 | $1.9B | https://www.adcapital.cl/ | After a long and outstanding professional career in Executive and Executive positions in Banking, the main Stock Brokers, Investment Funds and Holding Companies, the founding partners of Ad Capital converged on the materialization of a project to make available to their clients his vast experience and network of relationships. In December 2006, Ad Capital Servicios Financieros started its activities as one of the first Multi Family Office of local origin. A firm capable of delivering an integrated set of services related to asset and wealth management, for a select group of People, Families and Institutions that required expert dialogue and the ability to configure specific solutions appropriate to their needs. | MF | |||||||||
| Adcapital S.A. | Sebastián | Steffens | General Manager | 569 7898 9908 | ssteffens@adcapital.cl | contacto@adcapital.cl | Alonso de Córdova #5670 - Oficina 1404, Las Condes | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/sebastian-steffens-gibbons-a9b6b094/ | 2.006 | $1.9B | https://www.adcapital.cl/ | After a long and outstanding professional career in Executive and Executive positions in Banking, the main Stock Brokers, Investment Funds and Holding Companies, the founding partners of Ad Capital converged on the materialization of a project to make available to their clients his vast experience and network of relationships. In December 2006, Ad Capital Servicios Financieros started its activities as one of the first Multi Family Office of local origin. A firm capable of delivering an integrated set of services related to asset and wealth management, for a select group of People, Families and Institutions that required expert dialogue and the ability to configure specific solutions appropriate to their needs. | MF | ||||||||
| 5 | Adduntia Family Office | Javier | Schrager | CEO & Founder | 54 9 11 4719-4540 | info@adduntia.com | Av. Figueroa Alcorta 3351 , PB 011 | Buenos Aires | C1425CKM | Argentina | South America | https://www.linkedin.com/in/javier-schrager/ | 2.015 | https://www.linkedin.com/company/adduntia-consultora-financiera/ | https://www.adduntia.com/ | We concentrate various skills to respond to all problems related to the heritage of a family. Adduntia is the only Family Office with headquarters in Argentina. In a complex, changing and challenging environment, we bring talent and dedication to financial planning and execution, not only conceptual and professional, but also tools and products. We provide multi-asset investment solutions for family groups. Like a family office, multi-family offices tend to be holistic and focus on a wide range of wealth management solutions including investment services, wealth and tax planning, and risk management. | MF | |||||||
| 6 | Addwise Wealth Management | Agustín | Mela | Partner, Executive Director | 562 2 361 4400 | 562 2 331 3340 | agustin.hernandez@addwise.cl | operaciones@addwise.cl | Rosario Norte 615, oficina 1803, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/jose-agustin-hernandez-mela-48976532/ | Alternative Investments | 2.007 | https://www.linkedin.com/company/addwise/ | https://www.grupoaddwise.com/ | Addwise was the first multi family office in Chile and remains among the main offices in the field. | MF | |||||
| Addwise Wealth Management | Alberto | Soler | Partner, Executive Director | 562 2 361 4400 | 562 2 331 3340 | alberto.sarra@addwise.cl | operaciones@addwise.cl | Rosario Norte 615, oficina 1803, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/alberto-salvador-sarra-soler-abaa6a33/ | Alternative Investments | 2.007 | https://www.linkedin.com/company/addwise/ | https://www.grupoaddwise.com/ | Addwise was the first multi family office in Chile and remains among the main offices in the field. | MF | ||||||
| Addwise Wealth Management | Mauricio | Vega | Partner, Executive President | 562 2 361 4400 | 562 2 331 3340 | mauricio.lopez@addwise.cl | operaciones@addwise.cl | Rosario Norte 615, oficina 1803, Las Condes | Santiago | Chile | South America | Alternative Investments | 2.007 | https://www.linkedin.com/company/addwise/ | https://www.grupoaddwise.com/ | Addwise was the first multi family office in Chile and remains among the main offices in the field. | MF | |||||||
| 7 | Afitrading Asesorias Financieras Ltda | Alvaro | Muñoz Fuentes | Financial Planner | 56 41 27 951 70 | amf@afitrading.com | info@afitrading.com | Victor Lamas 1090, Piso 4 | Concepción | Chile | South America | https://www.linkedin.com/in/alvaro-muñoz-fuentes-37337462/ | 1.999 | http://www.afitrading.com/ | Afitrading is a Multi Family Office firm based in Concepción, Chile. | MF | ||||||||
| Afitrading Asesorias Financieras Ltda | Cristian | Muñoz Ungerer | Financial Planner | 56 41 27 951 70 | cmu@afitrading.com | info@afitrading.com | Victor Lamas 1090, Piso 4 | Concepción | Chile | South America | https://www.linkedin.com/in/cristian-muñoz-ungerer-074b4425/ | 1.999 | http://www.afitrading.com/ | Afitrading is a Multi Family Office firm based in Concepción, Chile. | MF | |||||||||
| 8 | AGBC Wealth & Asset Management | Jose | Garcia de Vinuesa | Partner | jgdv@agbc.mx | info@agbc.mx | Mexico City | DF | 01700 | Mexico | North America | https://www.linkedin.com/in/jose-garcia-de-vinuesa-48345737/ | 2.007 | https://www.linkedin.com/in/pablo-ballesteros-finance-asset-management-investments/ | https://www.linkedin.com/company/agbc-wealth-&-asset-management/ | AGBC, is an independent financial company offering top-quality services in the fields of Personal Wealth Management and Multi Family Office. AGBC is an independent financial advisory firm. It was founded with the purpose of offering adequate advice and global investment solutions for Institutional and Retail clients. AGBC brings together experience and technical knowledge, as well as total transparency and a successful track record. > We have a robust structure in which our clients can rely on to adequately supervise and manage their assets. * Personalized services * Consolidation of financial statements * Legal and Investment structures * Succession planning * Fee supervision and cost transparency | MF | |||||||
| 9 | Agro Family Office | Fernando | Benevides Giro | Partner | 55 (11) 97219-1141 | 55 (11) 2387-5404 | fernando@agrofamilyoffice.com.br | contato@fmac.adv.br | R. Bento de Andrade, 39 - Moema | Sao Paulo | SP | 04503-010 | Brazil | South America | https://www.linkedin.com/in/fernandogiro/ | Agro Business | 2.018 | fernando@fmac.adv.br, fernandobgiro@gmail.com | http://fmac.adv.br/en/advogado/fernando-benevides-giro/ https://www.linkedin.com/company/agro-family-office/ | https://agrofamilyoffice.com.br/ | The Agro Family Office is the result of the union of specialists in offering advice to families that participate in the AGREGROID sector, advising them to develop the planning and structuring of their businesses, in order to enhance the management and help in the organization of the process of succession. Its structure is made up of professionals with expertise in the areas of Finance, Legal, Training of Heirs and Mediation, Technological Solutions, Environment, Agronomy and Livestock, among others, to meet the most diverse demands of companies in this sector and to promote greater efficiency in operations. Agro Family Office is headquartered in São Paulo, with capacity to serve family businesses linked to the various Agribusiness segments around. | MF | ||
| Agro Family Office | Flavia | Marchiori | Advisor Services | 55 (11) 3707-3040 | 55 (11) 2387-5404 | flavia@agrofamilyoffice.com.br | contato@fmac.adv.br | R. Bento de Andrade, 39 - Moema | Sao Paulo | SP | 04503-010 | Brazil | South America | https://www.linkedin.com/in/taler/ | Agro Business | 2.018 | flavia@taler.com.br | http://www.taler.com.br/ | https://agrofamilyoffice.com.br/ | The Agro Family Office is the result of the union of specialists in offering advice to families that participate in the AGREGROID sector, advising them to develop the planning and structuring of their businesses, in order to enhance the management and help in the organization of the process of succession. Its structure is made up of professionals with expertise in the areas of Finance, Legal, Training of Heirs and Mediation, Technological Solutions, Environment, Agronomy and Livestock, among others, to meet the most diverse demands of companies in this sector and to promote greater efficiency in operations. Agro Family Office is headquartered in São Paulo, with capacity to serve family businesses linked to the various Agribusiness segments around. | MF | |||
| Agro Family Office | Paulo | Colaferro | Partner | 55 (11) 2387-5404 | paulo@agrofamilyoffice.com.br | contato@fmac.adv.br | R. Bento de Andrade, 39 - Moema | Sao Paulo | SP | 04503-010 | Brazil | South America | https://www.linkedin.com/in/paulo-colaferro-60065113/ | Agro Business | 2.018 | http://www.taler.com.br/ | https://agrofamilyoffice.com.br/ | The Agro Family Office is the result of the union of specialists in offering advice to families that participate in the AGREGROID sector, advising them to develop the planning and structuring of their businesses, in order to enhance the management and help in the organization of the process of succession. Its structure is made up of professionals with expertise in the areas of Finance, Legal, Training of Heirs and Mediation, Technological Solutions, Environment, Agronomy and Livestock, among others, to meet the most diverse demands of companies in this sector and to promote greater efficiency in operations. Agro Family Office is headquartered in São Paulo, with capacity to serve family businesses linked to the various Agribusiness segments around. | MF | |||||
| Agro Family Office | Roberto | Mendonça | Head Of Legal Department | 55 (11) 2344-0444 | 55 (11) 2387-5404 | roberto@agrofamilyoffice.com.br | contato@fmac.adv.br | R. Bento de Andrade, 39 - Moema | Sao Paulo | SP | 04503-010 | Brazil | South America | https://www.linkedin.com/in/roberto-mendonça-73881328/ | Agro Business | 2.018 | roberto@fmac.adv.br | Skype: roberto.mendonca.fmac http://fmac.adv.br/en/ | https://agrofamilyoffice.com.br/ | The Agro Family Office is the result of the union of specialists in offering advice to families that participate in the AGREGROID sector, advising them to develop the planning and structuring of their businesses, in order to enhance the management and help in the organization of the process of succession. Its structure is made up of professionals with expertise in the areas of Finance, Legal, Training of Heirs and Mediation, Technological Solutions, Environment, Agronomy and Livestock, among others, to meet the most diverse demands of companies in this sector and to promote greater efficiency in operations. Agro Family Office is headquartered in São Paulo, with capacity to serve family businesses linked to the various Agribusiness segments around. | MF | |||
| 10 | Aguilar Portilla y Asociados Multi Family Office | Jorge | Aguilar Valenzuela | Owner | 52 (55) 5661-7333 | 52 (55) 5661-6956 | jaguilar@apa-bi.com.mx | Rómulo O´Farril No. 539, A. Obregón | Col. Las Aguilas Pilares | DF | 01710 | Mexico | North America | https://www.linkedin.com/in/jorge-aguilar-1b443413/ | https://apa-bi.com.mx/en/what-we-do-in-mfo/ | https://apa-bi.com.mx/en/ | The Multi Family Office of Aguilar Portilla y Asociados serves various families in fundamental aspects, as it seeks to build, preserve and transfer family assets. It acts as the sole interlocutor for families, supporting them in three different areas: Company, Partners and Family. It provides services as diverse as advice on the implementation of Structure and Corporate Governance, supports in the realization of a Shareholder Agreement, helps to establish a Family Protocol and Family Council, as well as to define a Succession and Asset Allocation Plan. We serve diverse families in fundamental aspects in the construction, preservation and transfer of family assets. We act as the sole interlocutor for families, supporting them in three different areas: Business, Partners and Family. We provide services as diverse as the advice on the implementation of Structure and Corporate Governance, support in the realization of a Shareholder Agreement, help to establish a Family Protocol and Family Council, as well as to define a Succession and Asset Allocation Plan. | MF | ||||||
| 11 | Alcalá Inversiones | Isabel | Marchant Fernández | Administration and Finance | 56 2 29 488 334, Mobile: 56 9 87 336 891 | 56 2 948 8332 | imarchant@alcala-inversiones.cl | Isidora Goyenechea 2939, Oficina 302, Las Condes | Región Metropolitana | Chile | South America | Chile / USA, International investment, Equity, Bonds, Funds, Derivatives | 2.019 | https://www.linkedin.com/company/alcala-inversiones/ | https://www.alcala-inversiones.cl/ | Alcalá Inversiones is one of the Multifamily Office with more experience in Chile acquired in 2019 by LarrainVial. Our work methodology allows us to plan wealth by objectives, focused on the needs of each client. We define 6 basic pillars for successful wealth management. The corporate support of LarrainVial allows us to ensure the best technology standards for the protection of our clients and the security of their information. | MF | |||||||
| Alcalá Inversiones | Juan | Rius Garcia | Founder & Executive Director | 56 9 92 239 756 | 56 2 948 8332 | jrius@alcala-inversiones.cl | Isidora Goyenechea 2939, Oficina 302, Las Condes | Región Metropolitana | Chile | South America | https://www.linkedin.com/in/juan-rius-254376107/ | Chile / USA, International investment, Equity, Bonds, Funds, Derivatives | 2.019 | https://www.linkedin.com/company/alcala-inversiones/ | https://www.alcala-inversiones.cl/ | Alcalá Inversiones is one of the Multifamily Office with more experience in Chile acquired in 2019 by LarrainVial. Our work methodology allows us to plan wealth by objectives, focused on the needs of each client. We define 6 basic pillars for successful wealth management. The corporate support of LarrainVial allows us to ensure the best technology standards for the protection of our clients and the security of their information. | MF | |||||||
| Alcalá Inversiones | Marcelo | Marchant Fernández | General Manager | 56 2 22 433 803, Mobile: 56 9 82 887 701 | 56 2 948 8332 | mmarchant@alcala-inversiones.cl | Isidora Goyenechea 2939, Oficina 302, Las Condes | Región Metropolitana | Chile | South America | https://www.linkedin.com/in/marcelo-marchant-fernandez-b224a31a/ | Chile / USA, International investment, Equity, Bonds, Funds, Derivatives | 2.019 | https://www.linkedin.com/company/alcala-inversiones/ | https://www.alcala-inversiones.cl/ | Alcalá Inversiones is one of the Multifamily Office with more experience in Chile acquired in 2019 by LarrainVial. Our work methodology allows us to plan wealth by objectives, focused on the needs of each client. We define 6 basic pillars for successful wealth management. The corporate support of LarrainVial allows us to ensure the best technology standards for the protection of our clients and the security of their information. | MF | |||||||
| 12 | Alpha Investments Group | Gustavo | Barboza | Managing Director | 51 1 435-5326 | contact@alpha-investments.net | Av. Manuel Olguín 501 Of. 505 | Surco Lima | Peru | South America | https://www.linkedin.com/in/gustavo-barboza-483b04b/ | Fixed Income (Bonds), Equity | http://alpha-investments.net/ | Alpha Investments Group, a Multi Family Office that provide global financial advice to individuals and institutional investors with high-level equity. Our advice comprises a detailed analysis of the financial needs and requirements of each client. Our Services are paid by our clients and this is translated into an objective advice without conflicts, always for their benefit. | MF | |||||||||
| 13 | América Consultores | Francisco | Lyon O. | Director | 564 1333 7390 | contacto@atrust.cl | Barros Arana 492, Oficina 73, Torre Ligure | Concepción | Chile | South America | Real Estate | 1.997 | contacto@americaseguros.cl | https://americatrust.cl/ | http://www.americaconsultores.cl/ | With more than 20 years of experience, América Consultores is today a multi-family-office with a long history in financial advisory services for high net worth clients, providing an excellent service to all their investment requirements for their savings, both nationwide. as international. Equipped with a team of qualified professionals, we work to satisfy the needs and expectations of our clients, creating value through personalized products and services for those who trust us. | MF | |||||||
| América Consultores | Christian | Della Maggiora | Director | 564 1333 7390 | contacto@atrust.cl | Barros Arana 492, Oficina 73, Torre Ligure | Concepción | Chile | South America | Real Estate | 1.997 | contacto@americaseguros.cl | https://americatrust.cl/ | http://www.americaconsultores.cl/ | With more than 20 years of experience, América Consultores is today a multi-family-office with a long history in financial advisory services for high net worth clients, providing an excellent service to all their investment requirements for their savings, both nationwide. as international. Equipped with a team of qualified professionals, we work to satisfy the needs and expectations of our clients, creating value through personalized products and services for those who trust us. | MF | ||||||||
| 14 | Aqua Wealth Management S.A. | Bernadete | Franco | Partner | 55 (11) 2348-5570 | 55 11 3167-4250 | bfrancony@hotmail.com | info@aquawm.com | R. Funchal, 375 - Cj. 12, Vila Olimpia | Sao Paulo | SP | 04551-060 | Brazil | South America | https://www.linkedin.com/in/bernadete-franco-4b98b2/ | Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $1B | Gustavo Jesus, Partner, gustavo@aquawm.com, https://www.linkedin.com/in/gustavo-jesus-8b66b716/ https://www.linkedin.com/company/aqua-wealth-management-s-a-/ | http://www.aquawm.com/ | Aqua Wealth Management, a multi-family office working as a strategic ally of families who wish to manage their financial assets in an orderly and effective manner. With offices in Sao Paulo, Montevideo and Miami, we create and implement the best solutions in order to reach families' goals concerning preservation, growth and inheritance of their financial assets. We conjugate our global market background and expertise with our impartial and customized vision, as a company whose mission is to understand and deal with a family's unique circumstances. As focused observers and actors, we make sure goals are reached through effective financial asset management. Professionalism, expertise, confidentiality, transparency, and ethics are the cornerstones of our work, thanks to which we build effective and lasting associations with families that put their trust in us. | MF | ||
| Aqua Wealth Management S.A. | Gustavo | Jesus | Partner | 55 (11) 2348-5570 | 55 11 3167-4250 | gustavo@aquawm.com | info@aquawm.com | Rua Tabapuã, 1123 Sala 67, Itaim Bibi | Sao Paulo | SP | 04533-014 | Brazil | South America | https://www.linkedin.com/in/gustavo-jesus-8b66b716/ | Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $1B | https://www.linkedin.com/company-beta/3635368/ | http://www.aquawm.com/ | Aqua Wealth Management, a multi-family office working as a strategic ally of families who wish to manage their financial assets in an orderly and effective manner. With offices in Sao Paulo, Montevideo and Miami, we create and implement the best solutions in order to reach families' goals concerning preservation, growth and inheritance of their financial assets. We conjugate our global market background and expertise with our impartial and customized vision, as a company whose mission is to understand and deal with a family's unique circumstances. As focused observers and actors, we make sure goals are reached through effective financial asset management. Professionalism, expertise, confidentiality, transparency, and ethics are the cornerstones of our work, thanks to which we build effective and lasting associations with families that put their trust in us. | MF | |||
| Aqua Wealth Management S.A. | Ismael | Perez | Investment Manager | 598 2518-2759 | 55 11 3167-4250 | iperez@aquawm.com | info@aquawm.com | Zonamerica, Ruta 8 km 17500, Edificio @1, Of. 011 | Montevideo | Uruguay | South America | https://www.linkedin.com/in/perezismael/ | Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $1B | https://www.linkedin.com/in/juan-cruz-varela-0248109/ | http://www.aquawm.com/ | Aqua Wealth Management, a multi-family office working as a strategic ally of families who wish to manage their financial assets in an orderly and effective manner. With offices in Sao Paulo, Montevideo and Miami, we create and implement the best solutions in order to reach families' goals concerning preservation, growth and inheritance of their financial assets. We conjugate our global market background and expertise with our impartial and customized vision, as a company whose mission is to understand and deal with a family's unique circumstances. As focused observers and actors, we make sure goals are reached through effective financial asset management. Professionalism, expertise, confidentiality, transparency, and ethics are the cornerstones of our work, thanks to which we build effective and lasting associations with families that put their trust in us. | MF | |||||
| 15 | Asenza Capital | Leopoldo | N/A | Managing Director | 52 81 8356-1165 | leopoldo@grupoasenza.com | Ricardo Margain 444. Col. Valle del Campestre | San Pedro Garza Garcia | NL | 66266 | Mexico | North America | Real Estate, Public Markets, Private Equity, Venture Capital | 2.008 | enriquegv1@grupoasenza.com | https://www.asenzacapital.com/ | Asenza Capital is a single family office based in Monterrey, Mexico that invests in real estate, public markets and private equity. | SF | ||||||
| 16 | Aston Advisors | Bernardita | Espinosa | Executive Office | 56 22 963 9610 | bernardita@astonadvisors.cl | aston@astonap.cl | Rosario Norte 532, of 1501, Las Condes | Santiago | Chile | South America | 2.006 | $300M | http://astonadvisors.cl/ | Aston Advisors is an independent Financial Advisory firm, specialists in structuring and advising global investment portfolios, which is known as a Multi-Family Office. As a result of the global financial events of recent years, people and families have been in need of taking control of their investments, and of understanding what is happening with their financial assets. | MF | ||||||||
| Aston Advisors | Francisco | Letelier | Managing Partner | 56 22 963 9610 | francisco@astonadvisors.cl | aston@astonap.cl | Rosario Norte 532, of 1501, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/franciscoletelier/ | 2.006 | $300M | EPG Partners: Av. Presidente Riesco 5335 Piso 6, Oficina 602, Las Condes Santiago, Chile | http://astonadvisors.cl/ | Aston Advisors is an independent Financial Advisory firm, specialists in structuring and advising global investment portfolios, which is known as a Multi-Family Office. As a result of the global financial events of recent years, people and families have been in need of taking control of their investments, and of understanding what is happening with their financial assets. | MF | |||||||
| 17 | Athena Partners Group Inc. | Stefan | Andreasson | Managing Partner | 507 204-6800 | 507 263-7149 | stefan.andreasson@live.fr | Calle 50, Torre Global Bank, Piso 32, Ofc. 8 | Cuidad de Panama | Panama | North America | https://www.linkedin.com/in/stefan-andreasson-307b4361/ | 2.006 | https://www.linkedin.com/in/violeta-jerez-de-tedezco-874a6728/ | https://www.athenapgr.com/ | Athena Partners Group is an independent Multi-Family Office based in Panama, which provides its services to families with roots in Latin America. Our team has more than four decades of experience in various jurisdictions and was formed from the experience obtained in the largest international private banks. We provide important family groups with comprehensive advisory services in the planning, execution and monitoring of heritage. In addition to being Investment Advisers, we help our clients in different areas of wealth management. As private independent consultants dedicated exclusively to a limited group of clients, we offer a personalized service. First-class service and a total commitment to protect your interests, your data and your privacy. A personal, confidential and discreet relationship. | MF | |||||||
| 18 | Auria Capital | Rogelio | De los Santos | Advisory Board Member | 52 81 5350-9509 | rogelio@daluscapital.com | Av. Del Estado 208, Tecnológico | Monterrey | NL | 64700 | Mexico | North America | https://www.linkedin.com/in/rogeliodelossantos/ | Private Equity Funds (Start Up, Venture and Growth), Real Estate developments and Direct Investments in Mexican Companies | 2.012 | rogelio@altaventures.com, info@daluscapital.com | https://daluscapital.com/ https://altaventures.com/rogelio-de-los-santos/ | https://www.linkedin.com/company/auria-capital/ | Auria Capital is a Mexican Single Family Office located in Monterrey México. Started operations in December 2012. Our Family Office manages a portfolio of Private Equity Funds (Start Up, Venture and Growth), Real Estate developments and Direct Investments in Mexican companies. | SF | ||||
| 19 | Batalla Family Office | Jose Guillermo | Batalla II | Chairman | 507 391 9022 | jb@batallafamily.com | F&F Tower 50 Street | Panama City | Panama | North America | https://www.linkedin.com/in/jose-guillermo-batalla-rivera-27295b2a/ | Real Estate, Innovative Early-Stage Startups | 1.933 | https://www.linkedin.com/company/batalla-family-office/ | https://www.batallafamily.com/ | Batalla Family Office is a single-family office firm for the Batalla Family. The Batalla Family Office was originally established in 1933 by José Guillermo Batalla, to accelerate the development of the real estate sector in Panama City, Panama. To honor his grandfather's legacy, the Batalla Family Office was reopened by José Guillermo Batalla III as a strategic investment network and the control group of Rubyztar America Corp. | SF | |||||||
| 20 | BC Holding Single Family Office | David | Aldana | Chief Investment Officer | Direct: 52 (66) 7373-8225 | daldana@grupoauria.com | Industrial número 4 lote 41 C2 local 4A, La Primavera Culiacán | Sinaloa | 80300 | Mexico | North America | https://www.linkedin.com/davidaldanacañedo/ | Real Estate, Agruculture | https://grupoauria.com/ | https://www.linkedin.com/company/family-office-bc-holding/ | BC Holding is a Mexico-based single family office firm. | SF | |||||||
| 21 | BCBN Gestión Independiente de Patrimonio | Bernardita | Navarro | Director | 562 2 242 8724 | contacto@bnr.cl | Augusto Leguía Norte 100 of. 608, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/bernardita-navarro-rodriguez-70a56449/ | 2.012 | http://www.bcbn.cl/ | BCBN differs from the multi family office that exist in the Chilean market to focus primarily on investments. | MF | |||||||||
| 22 | Berkana Patrimonio | Daniel | Carlier | Fixed Income Portfolio Manager | 55 (11) 3016-0130 | danielf.carlier@gmail.com | Rua Joaquim Floriano, 834, 11º andar - Cj. 112/113, Itaim Bibi | Sao Paulo | SP | 04534-003 | Brazil | South America | https://www.linkedin.com/in/danielfcarlier/ | Private Equity, Real Estate, Hedge Funds | 1.999 | https://www.linkedin.com/company/berkana-patrimonio/ | https://berkanapatrimonio.com.br/ | Berkana Patrimonio is a Multi Family Office regulated by ANBIMA and a Resource Manager accredited by the CVM. We were born in 1999 and became a reference in the Family Offices market in Brazil. We work with family assets, without resorting only to liquidity. Together with our clients we think about the best tax structure, corporate structure and also the succession planning for your equity. | MF | |||||
| 23 | Berna S.A. | Carlos Alberto | Bravo Tapia | Partner | 56 2 2207 2164 | info@berna.cl | La Macarena #63, Las Condes | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/carlos-alberto-bravo-tapia-25a87273/ | Alternative Investments, Private Equity, M&A | 1.998 | http://bravuracapital.com/ http://blfa.com/ http://grazcapital.com/ | https://berna.cl/ | Since 1998 we offer services in Corporate Finance, and from 2009 incorporate Multi Family Office services. In Bern all our areas work together like the gears of a Swiss watch. | MF | |||||||
| Berna S.A. | Erwin | Boronig | Partner | 56 2 370 2937 | erwin.boronig@berna.cl | info@berna.cl | La Macarena #63, Las Condes | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/erwinboronig/ | Alternative Investments, Private Equity, M&A | 1.998 | ebe@puc.cl, erwin.boronig@berna.cl | http://www.ing.uc.cl/cuerpo-docente/boronig/ http://bravuracapital.com/ http://blfa.com/ http://grazcapital.com/ | https://berna.cl/ | Since 1998 we offer services in Corporate Finance, and from 2009 incorporate Multi Family Office services. In Bern all our areas work together like the gears of a Swiss watch. | MF | ||||||
| 24 | Bevas Wealth Management® | Paulo | Bessa | Managing Partner | 55 (85) 99712-1111 | 55 (85) 98907-1116 | paulo.bessa@bevas.com.br | contato@bevas.com.br | Av. Desembargador Moreira, 1.300 – Sala 1612 – Torre Norte, BS Design Corporate Towers – Aldeota | Fortaleza | CE | 60170-002 | Brazil | South America | https://www.linkedin.com/in/paulo-bessa-506b7077/ | 2.020 | https://www.linkedin.com/company/bevas-wealth-management/ | https://bevas.com.br/ | Bevas is an independent Multi Family Office with extensive experience in investments in Brazil and abroad. The company arises from two partners, Paulo Bessa and Pedro Vasconcelos, who together add up to more than 20 years working in the national and international financial market. A genuinely cearense organization, made by cearenses, with the mission to transform the asset management of large families in Brazil, helping them to perpetuate their legacy. Since our founding, we have aimed not only at investment performance, but at excellence in service and the satisfaction of families, because we understand their goals. We seek the perpetuity of family legacies, so that everything is always in harmony: Business, Family and Heritage. | MF | ||||
| Bevas Wealth Management® | Pedro | Vasconcelos | Partner - Operational Director | 55 (85) 99712-1111 | 55 (85) 98907-1116 | pedro.vasconcelos@bevas.com.br | contato@bevas.com.br | Av. Desembargador Moreira, 1.300 – Sala 1612 – Torre Norte, BS Design Corporate Towers – Aldeota | Fortaleza | CE | 60170-002 | Brazil | South America | https://www.linkedin.com/in/pedro-vasconcelos-167280103/ | 2.020 | https://www.linkedin.com/company/bevas-wealth-management/ | https://bevas.com.br/ | Bevas is an independent Multi Family Office with extensive experience in investments in Brazil and abroad. The company arises from two partners, Paulo Bessa and Pedro Vasconcelos, who together add up to more than 20 years working in the national and international financial market. A genuinely cearense organization, made by cearenses, with the mission to transform the asset management of large families in Brazil, helping them to perpetuate their legacy. Since our founding, we have aimed not only at investment performance, but at excellence in service and the satisfaction of families, because we understand their goals. We seek the perpetuity of family legacies, so that everything is always in harmony: Business, Family and Heritage. | MF | |||||
| Bevas Wealth Management® | Cláudio | Studart | Analyst | 55 (85) 99712-1111 | 55 (85) 98907-1116 | claudio.studart@bevas.com.br | contato@bevas.com.br | Av. Desembargador Moreira, 1.300 – Sala 1612 – Torre Norte, BS Design Corporate Towers – Aldeota | Fortaleza | CE | 60170-002 | Brazil | South America | https://www.linkedin.com/in/cláudio-studart-3a1064191/ | 2.020 | https://www.linkedin.com/company/bevas-wealth-management/ | https://bevas.com.br/ | Bevas is an independent Multi Family Office with extensive experience in investments in Brazil and abroad. The company arises from two partners, Paulo Bessa and Pedro Vasconcelos, who together add up to more than 20 years working in the national and international financial market. A genuinely cearense organization, made by cearenses, with the mission to transform the asset management of large families in Brazil, helping them to perpetuate their legacy. Since our founding, we have aimed not only at investment performance, but at excellence in service and the satisfaction of families, because we understand their goals. We seek the perpetuity of family legacies, so that everything is always in harmony: Business, Family and Heritage. | MF | |||||
| 25 | Blue Star E Asset Management Ltda | Marcos | Faria Lamacchia | Founding Partner & CEO | 55 (11) 3016-0400 | marcos@bluestarinvest.com.br | contato@bluestarinvest.com.br | Rua Helena, 285 Cj. 75 – Vila Olimpia | Sao Paulo | SP | 04552-050 | Brazil | South America | https://www.linkedin.com/in/marcos-faria-lamacchia-4ab94b5a/ | Alternative Investments | 2.011 | R$231M | https://www.linkedin.com/company/blue-star-invest/ | https://bluestarinvest.com.br/ | Blue Star ofers multi family office services in Sao Paulo, Bazil. | MF | |||
| Blue Star E Asset Management Ltda | Renato | Ruman | Managing Director | 55 (11) 3016-0400 | renato@bluestarinvest.com.br | contato@bluestarinvest.com.br | Rua Helena, 285 Cj. 75 – Vila Olimpia | Sao Paulo | SP | 04552-050 | Brazil | South America | https://www.linkedin.com/in/renato-ruman-20282b87/ | Alternative Investments | 2.011 | R$231M | https://www.linkedin.com/company/blue-star-invest/ | https://bluestarinvest.com.br/ | Blue Star ofers multi family office services in Sao Paulo, Bazil. | MF | ||||
| 26 | BNR Gestión Independiente de Patrimonio | Bernardita | Navarro | Director | 562 2242 8724 | contacto@bnr.cl | Luis Pasteur 5842, of. 302 Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/bernardita-navarro-rodriguez-70a56449/ | https://bnr.cl/ | BNR provides a professional and personalized service to individuals, families or foundations that face the problem of managing their wealth. BNR has a team of top-level professionals led by Bernardita Navarro. Our mission is to act as a representative of our client in front of its suppliers in the field of investments, accounting, legal and tax aspects in order to provide a comprehensive service that allows you to delegate in a single company the main activities that you must face. We seek to manage our client's resources with a Global approach in an Independent, Professional and Efficient manner in order to "solve" their problems of managing their assets. We differ from the multi family offices that exist in the Chilean market that focus mainly on investments. | MF | ||||||||||
| 27 | Brainvest Wealth Management SA | Fernando | Gelman | Partner | 55 (11) 3030-3120 | 41 22 310-4290 | fernando@brainvest.com | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | https://www.linkedin.com/in/fernando-gelman-4bb0ab31/ | Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | 55 (11) 3030-3120 | ||
| Brainvest Wealth Management SA | Dennis | Kac | Partner & CIO | Mobile: 55 (11) 93901-9939 | dennis@brainvest.com | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | https://www.linkedin.com/in/dennis-kac-cfa-4543299/ | Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | 55 (11) 3030-3120 | ||||
| Brainvest Wealth Management SA | Guilherme | Sanches | Head of Family Office Solutions | 55 (11) 3030-3120 | gprestes@terra.com.br | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | https://www.linkedin.com/in/guilherme-sanches-cga-cge-cfp®-93658814/ | Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | 55 (11) 3030-3120 | ||||
| Brainvest Wealth Management SA | Jan | Karsten | Alternative Investments & Wealth Management | 55 (11) 3030-3120 | planejar@planejar.org.br | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | https://www.linkedin.com/in/jan-gunnar-karsten-cfa-cfp-b5a264/ | Private Equity, Real Estate | 2.003 | janana@uol.com.br | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | 55 (11) 3030-3120 | |||
| 28 | Brasil Wealth Management | Ana | Raissa da Silva | Partner | 55 (21) 2227-2191 | ana.raissa@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | 0 | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | |||||
| Brasil Wealth Management | André | da Silva | Partner | 55 (21) 2227-2191 | andre.silva@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | 0 | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||
| Brasil Wealth Management | Lidiane | Borges | Partner | 55 (21) 2227-2191 | lidiane.borges@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | 0 | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||
| Brasil Wealth Management | Camila | Cristina Coelho Honorato | Partner | 55 (21) 2227-2191 | camila.honorato@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | 0 | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||
| Brasil Wealth Management | Marceli | Maria de Moura Sant’Anna | Partner | 55 (21) 2227-2191 | marceli@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | 0 | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||
| Brasil Wealth Management | Wallace | de Sousa | Partner | 55 (21) 2227-2191 | wallace.carlos@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | 0 | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||
| 29 | BRS PAR | Pablo | Ramos | BRSPAR Board Member | ramos.pablo@brspar.com | contact@brspar.com | Rua Alceu Amoroso Lima, 314 | Salvador | BA | 41820-770 | Brazil | South America | https://www.linkedin.com/in/pablo-ramos-429b2915/ | Stocks, Bonds, Loans, stock Market, Real Estate, Entertainment | 2.014 | Skype: brspar | https://brspar.com/ | MAM is an international multi family office with extensive experience in the areas of fiduciary administration, financial planning, investment allocation, risk management and tax and succession planning. The company works with a multidisciplinary team, with a global and strategic vision of the market scenario. In this way, achieving its mission: to protect, monetize and perpetuate the family heritage. With an excellent track record in the results achieved and full conviction of the potential for optimization existing in the family heritage, MAM allows 100% personalized modeling to its customers. The services offered by MAM are offered to ultra high net worth families, comprising: risk and pension management, investment advice, globalized solutions in wealth management, fiduciary & trust management, global family planning and wealth management. | MF | |||||
| BRS PAR | Rafael | Bastos | Founding Board Member | Mobile: 55 (71) 99967-3507 | bastos.rafael@brspar.com | contact@brspar.com | Rua Alceu Amoroso Lima, 314 | Salvador | BA | 41820-770 | Brazil | South America | https://www.linkedin.com/in/rafaelbbastos/ | Stocks, Bonds, Loans, stock Market, Real Estate, Entertainment | 2.014 | https://www.linkedin.com/company/brspar/ | https://brspar.com/ | MAM is an international multi family office with extensive experience in the areas of fiduciary administration, financial planning, investment allocation, risk management and tax and succession planning. The company works with a multidisciplinary team, with a global and strategic vision of the market scenario. In this way, achieving its mission: to protect, monetize and perpetuate the family heritage. With an excellent track record in the results achieved and full conviction of the potential for optimization existing in the family heritage, MAM allows 100% personalized modeling to its customers. The services offered by MAM are offered to ultra high net worth families, comprising: risk and pension management, investment advice, globalized solutions in wealth management, fiduciary & trust management, global family planning and wealth management. | MF | |||||
| 30 | BWAG - Brazil Wealth Advisory Group | Flavio | Sender | Managing Partner | 55 (11) 3042 1595 | flavio.sender@bwag.com.br | contato@bwag.com.br | Rua Tabapuã, 1123 - 11º Andar, Cjts 111 a 114, Itaim Bibi | Sao Paulo | SP | 04533-014 | Brazil | South America | https://www.linkedin.com/in/flavio-sender-1b83297b/ | Private Equity | 2.012 | https://www.linkedin.com/company/bwag---brazil-wealth-advisory-group/ | https://www.bwag.com.br/ | BWAG is a genuinely independent Multi Family Office whose primary purpose is to help families or indivídiuos in global and diversified management of its assets and investments. | MF | ||||
| BWAG - Brazil Wealth Advisory Group | Luciano | Serra | Mergers & Acquisitions Advisor | 55 (11) 3042 1595 | luciano.serra@bwag.com.br | contato@bwag.com.br | Rua Tabapuã, 1123 - 11º Andar, Cjts 111 a 114, Itaim Bibi | Sao Paulo | SP | 04533-014 | Brazil | South America | Private Equity | 2.012 | https://www.linkedin.com/company/bwag---brazil-wealth-advisory-group/ | https://www.bwag.com.br/ | BWAG is a genuinely independent Multi Family Office whose primary purpose is to help families or indivídiuos in global and diversified management of its assets and investments. | MF | ||||||
| BWAG - Brazil Wealth Advisory Group | Rodrigo | Natel | Managing Partner | 55 (11) 3042 1595 | rodrigo.natel@bwag.com.br | contato@bwag.com.br | Rua Tabapuã, 1123 - 11º Andar, Cjts 111 a 114, Itaim Bibi | Sao Paulo | SP | 04533-014 | Brazil | South America | https://www.linkedin.com/in/rodrigo-natel-cfp®-12157221/ | Private Equity | 2.012 | https://www.linkedin.com/company/bwag---brazil-wealth-advisory-group/ | https://www.bwag.com.br/ | BWAG is a genuinely independent Multi Family Office whose primary purpose is to help families or indivídiuos in global and diversified management of its assets and investments. | MF | |||||
| 31 | BWGI | Marcia | Freitas | Director | 55 (11) 2663-2855 | lgpd@bwgi.com.br | ri@bwgi.com.br | Av. Brg. Faria Lima, 4440 - 15º Andar - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/marcia-freitas-238725a/ | Equities, Fixed-Income, Private Investments (Private Equity and Real Estate), Asset Allocation, Risk Management | https://www.linkedin.com/company/bw-gestão-de-investimentos/ | http://www.bwgi.com.br/ | BW is the largest single family office in Brazil, responsible for managing the assets of the Moreira Salles family. Among other investments, BW also participates in the control group of companies such as Alpargatas, Itaú and Companhia Brasileira de Metalurgia e Mineração. | SF | |||||
| BWGI | Tomaso | Menezes | Investment Professional | 55 (11) 2663-2855 | tomaso.menezes@bwgi.com.br | ri@bwgi.com.br | Av. Brg. Faria Lima, 4440 - 15º Andar - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/tomaso-menezes-a066b2a/ | Equities, Fixed-Income, Private Investments (Private Equity and Real Estate), Asset Allocation, Risk Management | https://www.linkedin.com/company/bw-gestão-de-investimentos/ | http://www.bwgi.com.br/ | BW is the largest single family office in Brazil, responsible for managing the assets of the Moreira Salles family. Among other investments, BW also participates in the control group of companies such as Alpargatas, Itaú and Companhia Brasileira de Metalurgia e Mineração. | SF | ||||||
| 32 | Capri Family Office | Fernando | Lodi | Co-Founder & Portfolio Manager | 55 (21) 2042-0044 | fernandolodi@capribr.com | contato@capribr.com | Estrada da Gávea 696, Salas 509 e 510, São Conrado | Rio de Janeiro | RJ | 22610-002 | Brazil | South America | https://www.linkedin.com/in/fernando-lodi-cfa-cfp®-01788930/ | Funds, Liquid Investments | 2.018 | https://www.linkedin.com/company/capribr/ | https://www.capribr.com/ | Capri Family Office is an asset management firm focused on the Multi-Family Office segment. We provide independent, transparent and free of conflict of interest financial and wealth management services. Our clients are individuals, families and companies who need tailored and highly qualified consultancy to manage their global wealth. Our mission is to offer integrated and tailored solutions to wealth management and planning of each client’s family or company. We offer tailored management of liquid resources through managed portfolios or funds, meeting the demand of each client. | MF | ||||
| Capri Family Office | Bruno | Leta | Co-Founder | 55 (21) 2042-0044 | brunoleta@capribr.com | contato@capribr.com | Estrada da Gávea 696, Salas 509 e 510, São Conrado | Rio de Janeiro | RJ | 22610-002 | Brazil | South America | https://www.linkedin.com/in/bruno-leta-50b19913b/ | Funds, Liquid Investments | 2.018 | https://www.linkedin.com/company/capribr/ | https://www.capribr.com/ | Capri Family Office is an asset management firm focused on the Multi-Family Office segment. We provide independent, transparent and free of conflict of interest financial and wealth management services. Our clients are individuals, families and companies who need tailored and highly qualified consultancy to manage their global wealth. Our mission is to offer integrated and tailored solutions to wealth management and planning of each client’s family or company. We offer tailored management of liquid resources through managed portfolios or funds, meeting the demand of each client. | MF | |||||
| 33 | Carlú Empreendimentos e Participações Ltda. | Ricardo | Vantini | Chief Executive Officer | 55 (11) 2364 4085 | administrativo@carluempreendimentos.com.br | Av. Dr. Cardoso de Melo, 1340 - Vila Olimpia | Sao Paulo | SP | 04548-005 | Brazil | South America | https://www.linkedin.com/in/ricardo-vantini-8b62801/ | Real Estate | 2.009 | paralegal02@bexcell.com.br | http://www.carluempreendimentos.com.br/ | Carlu Empreendimentos, an Investment Holding and Single Family Office firm founded in 2009, exclusively to allocate the capital of its controlling shareholder. Our main asset is the suitability, and because of this, our business is conducted with the greatest possible degree of integrity, dynamism and transparency. Since the foundation we have been consistently growing, we have increased our scope and performance by diversifying our investments. Always seeking the preservation of capital. | SF | |||||
| 34 | Carpa Patrimonial | Ian | Dubugras | Partner & Chief Executive Officer | 55 (11) 5633-2766 | 55 (11) 3578-9300 | ian.dubugras@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Alameda Campinas, 802 / 10º andar, Jardim Paulista | Sao Paulo | SP | 01404-200 | Brazil | South America | https://www.linkedin.com/in/ian-dubugras-142610124/ | 2.015 | controladoria@carpapatrimonial.com.br | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | |||
| Carpa Patrimonial | Jaques | Wanderley | Partner, Patrimonial Services Director | 55 (11) 5633-2766 | 55 (11) 3578-9300 | jaques.wanderley@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Alameda Campinas, 802 / 10º andar, Jardim Paulista | Sao Paulo | SP | 01404-200 | Brazil | South America | https://www.linkedin.com/in/jaques-wanderley-cfp®-3b621474/ | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | |||||
| Carpa Patrimonial | Mariza | Gross | Partner | Direct: 55 (21) 2113-6820 | 55 (11) 3578-9300 | grossmariza@gmail.com | contato@carpapatrimonial.com.br | Rua Visconde de Pirajá, 470 / 5º andar, Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | https://www.linkedin.com/in/mariza-gross-b99a2924/ | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | |||||
| Carpa Patrimonial | Pedro | Lima Romeiro | Partner, Legal & Compliance Director | 55 (11) 5633-2766 | 55 (11) 3578-9300 | pedro.romeiro@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Alameda Campinas, 802 / 10º andar, Jardim Paulista | Sao Paulo | SP | 01404-200 | Brazil | South America | https://www.linkedin.com/in/pedroromeiro/ | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | |||||
| Carpa Patrimonial | Celso | Colombo | Partner & CIO | 55 (21) 2525-2766 | 55 (11) 3578-9300 | celso.colombo@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Rua Visconde de Pirajá, 470 / 5º andar, Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | https://www.linkedin.com/in/celso-colombo-neto-99ba8645/ | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | |||||
| 35 | CDP Capital | Delano | Macêdo de Vasconcellos | Chief Executive Officer | 55 (85) 3224-8519 | delano@cdpcapital.com.br | contato@cdpcapital.com.br | Av. Santos Dumont, 2828 - Aldeota | Fortaleza | CE | 60150-162 | Brazil | South America | https://www.linkedin.com/in/delano-macêdo-2294b51/ | Credit, Real Estate, Private Equity | investimentos@solisinvestimentos.com.br | http://www.solisinvestimentos.com.br/ | http://cdpcapital.com.br/ | CDP Capital is a multi-family office that works strategically to preserve and increase the wealth of our clients in the long term, monitoring market conditions and investments in an agile and proactive manner, in line with the established risk and return goals. | MF | ||||
| CDP Capital | Leonardo | Santana | Analyst Controller | Mobile: 55 (85) 9840-0381 | leonardoholanda_0@hotmail.com | contato@cdpcapital.com.br | Av. Santos Dumont, 2828 - Aldeota | Fortaleza | CE | 60150-162 | Brazil | South America | https://www.linkedin.com/in/leonardoholanda04/ | Credit, Real Estate, Private Equity | investimentos@solisinvestimentos.com.br | http://www.solisinvestimentos.com.br/ | http://cdpcapital.com.br/ | CDP Capital is a multi-family office that works strategically to preserve and increase the wealth of our clients in the long term, monitoring market conditions and investments in an agile and proactive manner, in line with the established risk and return goals. | MF | |||||
| 36 | Citrino Gestão de Recursos Ltda. | Ralph | Sapoznik | Senior Advisor | 55 (11) 3054-4400 | ralph@sapoznik.com.br | Av. Magalhães de Castro, 4.800, Torre Capital Building – 4o. andar, Cj. 43 | Sao Paulo | SP | 05676-120 | Brazil | South America | https://www.linkedin.com/in/sapoznik/ | Alternative Investments | 1.989 | R$1B | https://www.linkedin.com/company/citrino-gestao-de-recursos/ | http://citrinogestao.com.br/ | Citrino Gestao De Recursos, a Single Family Office - Set up of Illiquid Assets Investment Strategy. | SF | ||||
| Citrino Gestão de Recursos Ltda. | Cibele | Simões | Middle Office Analyst | 55 (11) 3054-4400 | cibe01@hotmail.com | Av. Magalhães de Castro, 4.800, Torre Capital Building – 4o. andar, Cj. 43 | Sao Paulo | SP | 05676-120 | Brazil | South America | https://www.linkedin.com/in/cibele-simões-44a95848/ | Alternative Investments | 1.989 | R$1B | https://www.linkedin.com/in/fernanda-prado-aa900115b/ | http://citrinogestao.com.br/ | Citrino Gestao De Recursos, a Single Family Office - Set up of Illiquid Assets Investment Strategy. | SF | |||||
| Citrino Gestão de Recursos Ltda. | Luiz | Macedo | Financial and Administrative Director | 55 (11) 3054-4400 | luiz.macedo@citrinogestao.com.br | Av. Magalhães de Castro, 4.800, Torre Capital Building – 4o. andar, Cj. 43 | Sao Paulo | SP | 05676-120 | Brazil | South America | https://www.linkedin.com/in/luiz-macedo-a38305ba/ | Alternative Investments | 1.989 | R$1B | https://www.linkedin.com/in/bruno-cabral-bergamasco-a8bb3228/ | http://citrinogestao.com.br/ | Citrino Gestao De Recursos, a Single Family Office - Set up of Illiquid Assets Investment Strategy. | SF | |||||
| 37 | Conceito Investimentos & Consultoria | Gislene | Palacio de Barros | Partner | 55 (11) 3168-2071 | 55 (11) 3168-2072 | gpalacio@conceitoic.com.br | Av. Pres. Juscelino Kubitschek 1726, 8º andar – Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | https://www.linkedin.com/in/gislene-palacio-2692a0164/ | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.014 | https://www.linkedin.com/company/conceito-investimentos-&-consultoria/ | http://conceitoic.com.br/ | Conceito is the union of professionals specialized in Wealth Management, Financial Consulting and Multi-Family Office. Its mission is to improve the profitability of investments, protect assets and increase customers' financial security. | MF | ||||
| 38 | Consenso Aconselhamento Patrimonial | Daniel | Auerbach | Founding Partner | 55 (11) 2767-6500 | 55 (11) 3053-30528 | daniel.auerbach@consenso.ubs.com | contato@consenso-br.com | Av. Brg. Faria Lima, 4440 - 4th Floor - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/daniel-auerbach-0535b465/ | Fixed Income, Real Estate | 2.003 | https://www.linkedin.com/company/consenso-aconselhamento-patrimonial/ | http://www.consenso-br.com/ | Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. | MF | Rio de Janeiro Office: Av Borges de Medeiros, 633 – SL 303 - Leblon Rio de Janeiro. RJ 22430-041 Brazil Phone: 55 (21) 3256-3245 Curitiba Office: Alameda Dr. Carlos de Carvalho, 555 - 24 - Centro Curitiba, PR 80430-180 Brazil Phone: 55 (41) 3322-1245 Belo Horizonte Office: Av. Raja Gabáglia, 2280 - Cidade Jardim Belo Horizonte, MG 30494-170 Brazil Phone: 55 (31) 3245-7671 | ||
| Consenso Aconselhamento Patrimonial | Valeria | Pierini | Founding Partner | 55 (11) 2767-6500 | 55 (11) 3053-30528 | valeria-milani.pierini@consenso.ubs.com | contato@consenso-br.com | Av. Brg. Faria Lima, 4440 - 4th Floor - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/valeriamilani/ | Fixed Income, Real Estate | 2.003 | https://www.linkedin.com/company/consenso-aconselhamento-patrimonial/ | http://www.consenso-br.com/ | Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. | MF | Rio de Janeiro Office: Av Borges de Medeiros, 633 – SL 303 - Leblon Rio de Janeiro. RJ 22430-041 Brazil Phone: 55 (21) 3256-3245 Curitiba Office: Alameda Dr. Carlos de Carvalho, 555 - 24 - Centro Curitiba, PR 80430-180 Brazil Phone: 55 (41) 3322-1245 Belo Horizonte Office: Av. Raja Gabáglia, 2280 - Cidade Jardim Belo Horizonte, MG 30494-170 Brazil Phone: 55 (31) 3245-7671 | |||
| Consenso Aconselhamento Patrimonial | Bernardo | Rodrigues da Cunha Guaritá | Partner | 55 (11) 2767-6500 | 55 (11) 3053-30528 | bernardo.guarita@consenso.ubs.com | contato@consenso-br.com | Av. Brg. Faria Lima, 4440 - 4th Floor - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/bernardo-rodrigues-da-cunha-guaritá-cfp-9a4a359/ | Fixed Income, Real Estate | 2.003 | https://www.linkedin.com/company/consenso-aconselhamento-patrimonial/ | http://www.consenso-br.com/ | Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. | MF | Rio de Janeiro Office: Av Borges de Medeiros, 633 – SL 303 - Leblon Rio de Janeiro. RJ 22430-041 Brazil Phone: 55 (21) 3256-3245 Curitiba Office: Alameda Dr. Carlos de Carvalho, 555 - 24 - Centro Curitiba, PR 80430-180 Brazil Phone: 55 (41) 3322-1245 Belo Horizonte Office: Av. Raja Gabáglia, 2280 - Cidade Jardim Belo Horizonte, MG 30494-170 Brazil Phone: 55 (31) 3245-7671 | |||
| Consenso Aconselhamento Patrimonial | Vinícius | Baptista | Investment Analyst | 55 (11) 2767-6500 | 55 (11) 3053-30528 | vinicius.baptista@consenso.ubs.com | contato@consenso-br.com | Av. Brg. Faria Lima, 4440 - 4th Floor - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/vinícius-baptista-cfa-bab7a356/ | Fixed Income, Real Estate | 2.003 | https://www.linkedin.com/company/consenso-aconselhamento-patrimonial/ | http://www.consenso-br.com/ | Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. | MF | Rio de Janeiro Office: Av Borges de Medeiros, 633 – SL 303 - Leblon Rio de Janeiro. RJ 22430-041 Brazil Phone: 55 (21) 3256-3245 Curitiba Office: Alameda Dr. Carlos de Carvalho, 555 - 24 - Centro Curitiba, PR 80430-180 Brazil Phone: 55 (41) 3322-1245 Belo Horizonte Office: Av. Raja Gabáglia, 2280 - Cidade Jardim Belo Horizonte, MG 30494-170 Brazil Phone: 55 (31) 3245-7671 | |||
| 39 | Consist Multi Family Office | Alexandre | Latuf Filho | Investment Director | Direct: 55 (15) 3231-1771 | alexandre.filho@latufseguros.com.br | atendimento@cmfo.com.br | Rua Gomes de Carvalho 911, 4 Andar, Vila Olímpia | Sao Paulo | SP | 04547-003 | Brazil | South America | https://www.linkedin.com/in/alexandre-latuf-filho-81945114/ | Alternative Investments | 2.020 | https://latufseguros.com.br/ | https://www.consistmfo.com.br/ | At Consist Multi Family Office we help our clients to have a healthier relationship with their assets. | MF | ||||
| 40 | Corporativo ACR | Rodrigo | Beltrán | Managing Director | 52 (33) 3673-9896 | rbeltran@corporativoacr.com | Av. Paseo del Valle 5065, Technology Park, Zapopan | Jalisco | 45010 | Mexico | North America | https://www.linkedin.com/in/rodrigo-beltrán-07775234/ | Real Estate, Agricultural Biotechnology, Biopharma | 2.022 | https://www.corporativoacr.com/ | Mexican single family office firm. Integrate and promote a group of companies and projects of international quality, in an assertive, controlled and profitable manner, with high growth capacity, promoting social welfare. Being a benchmark for high comprehensive strategic performance and innovation in business management, an exemplary family office and national leader in agricultural biotechnology. | SF | |||||||
| Corporativo ACR | Fernando | Topete | Director | 52 (33) 3673-9896 | ftopete@corporativoacr.com | Av. Paseo del Valle 5065, Technology Park, Zapopan | Jalisco | 45010 | Mexico | North America | https://www.linkedin.com/in/fernando-topete-3a28741a8/ | Real Estate, Agricultural Biotechnology, Biopharma | 2.022 | https://www.corporativoacr.com/ | Mexican single family office firm. Integrate and promote a group of companies and projects of international quality, in an assertive, controlled and profitable manner, with high growth capacity, promoting social welfare. Being a benchmark for high comprehensive strategic performance and innovation in business management, an exemplary family office and national leader in agricultural biotechnology. | SF | ||||||||
| 41 | Damiani | Juan Pedro | Damiani | Managing Director | 598 2916 1225 | 598 2916 3053 | juanpdamiani@jpdamiani.com | info@jpdamiani.com | Reconquista 517, pisos 5to. al 8vo | Montevideo | CP 11.000 | Uruguay | South America | https://www.linkedin.com/in/juan-pedro-damiani-19127172/ | 1.949 | jadamiani@jpdamiani.com | https://www.jpdamiani.com/ | Damiani, a Multi Family Office with more than 60 years of experience who provide financial, tax, legal and inheritance solutions aiming to optimize and protect the heritage of our clients. We adhere to the highest standards of professionalism and confidentiality. Our firm has a multidisciplinary team of professionals including accountants, lawyers and civil law notaries, who provide comprehensive and consensual solutions to clients, anticipating to their possible needs. Our firm was founded by Mr. José Pedro Damiani in 1949. Mr. Damiani was a Public Accountant, Director of public and private companies, Director of public and private banks, member of Binational Chambers of Commerce and President of sports institutions. He was a well-known man in areas such as business, politics and finance in Uruguay and in other foreign countries. | MF | |||||
| Damiani | Danilo | Mannise | Public Accountant | 598 2916 1225 | 598 2916 3053 | dmannise@jpdamiani.com | info@jpdamiani.com | Reconquista 517, pisos 5to. al 8vo | Montevideo | CP 11.000 | Uruguay | South America | https://www.linkedin.com/in/danilo-mannise-93568057/ | 1.949 | corredordebolsa@jpdamiani.com | https://www.jpdamiani.com/ | Damiani, a Multi Family Office with more than 60 years of experience who provide financial, tax, legal and inheritance solutions aiming to optimize and protect the heritage of our clients. We adhere to the highest standards of professionalism and confidentiality. Our firm has a multidisciplinary team of professionals including accountants, lawyers and civil law notaries, who provide comprehensive and consensual solutions to clients, anticipating to their possible needs. Our firm was founded by Mr. José Pedro Damiani in 1949. Mr. Damiani was a Public Accountant, Director of public and private companies, Director of public and private banks, member of Binational Chambers of Commerce and President of sports institutions. He was a well-known man in areas such as business, politics and finance in Uruguay and in other foreign countries. | MF | ||||||
| 42 | DarolPar | Antonio | Martins | Partner | 55 (11) 2161-2484 | 55 (11) 2161-2401 | antonio.martins@me.com | contato@gpsbr.com | Av. Pres. Juscelino Kubitschek, 1830 Torre 3 - 10º andar | Sao Paulo | SP | 04543-900 | Brazil | South America | https://www.linkedin.com/in/antonio-martins-2751a5/ | Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. | 1.999 | R$500M | George Wachsmann - partner at multi-family office BAWM Investments (http://www.opalesque.com/index.php?act=static&and=RoundtableBRAZIL) | https://www.gpsinvestimentos.com/ | GPS is a leader in the Multi-family Office market in Brazil and one of the largest independent wealth management companies in Latin America. The company provides advice on financial structures, asset allocation, investment selection, assembly and monitoring of investment portfolios. In this model, the professional has contact with all types of financial investments and portfolio management structures. The model relies on conflict-free, proprietary research, a strong team of more than 90 professionals, personalized and highly qualified service and constant improvement of the relationship with the investor. | MF | 55 (31) 2552-3660 | |
| 43 | Deminvest Family Office | Bruno | Dematté | President | 55 (41) 2169-6850 | contato@deminvest.com.br | Curitiba | PR | N/A | Brazil | South America | https://www.linkedin.com/in/bruno-dematté-766a9b41/ | Logistics, Industrial Real Estate, Real Estate, Private Equity | 1.914 | https://www.linkedin.com/company/deminvest/ | https://www.deminvest.com.br/ | Deminvest Family Office is a company dedicated to investment management with over 100 years of experience in the Brazilian market. Deminvest is a single family office dedicated to investment management with over 100 years of experience and entrepreneurship in the Brazilian market. The family ahead of the businesses worked for 84 years in the retail sector and started they journey in food retailing, through the supermarket chain Mercadorama. It all started in 1914 as a small grocery store. From then, the company became one of the main national retail brands. In 1998, Mercadorama's operations came to be controlled by the Portuguese group Sonae, which in 2005 sold them to Walmart. Currently, the family is focused on the real estate market, specifically in the development of logistical condominiums. Through Capital Realty logistics infrastructure, it leads the sector in the southern region of Brazil. The implementation of the family office model to manage the family business reached 20 years of activities in 2019. The family is in its 6th generation and believes that, in addition to the importance of investing efficiently, the legacy left by its predecessors must be strengthened with ethics, respect, knowledge and the duty to do things well. These are the values that have brought them here and that will provide opportunities for future generations. | SF | ||||||
| 44 | Dorco Capital | Amikam | Doron | Senior Founding Partner | 562 2869 6868 | adoron@dorco.cl | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | https://www.linkedin.com/in/amikam-doron-16a5b648/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | |||||
| Dorco Capital | Esteban | Drexler | Vice President, Family Office and Chief Financial Officer | 562 2869 6868 | esteban.drexler@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | https://www.linkedin.com/in/estebandrexler/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| Dorco Capital | Francisco | Zabalaga | Vice-President | 562 2869 6868 | francisco.zabalaga@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | https://www.linkedin.com/in/francisco-javier-zabalaga-fuenzalida-00499416/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| Dorco Capital | Gabriela | Kiblisky | Vice-President | 562 2869 6868 | gabriela.kiblisky@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | https://www.linkedin.com/in/gabriela-kiblisky-40927873/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| Dorco Capital | Allan | Schlesinger | Senior VP | 562 2869 6868 | allan.schlesinger@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | https://www.linkedin.com/in/allan-schlesinger-b45a935a/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| 45 | DOVA Family Office | Eric | Dorantes | Chief Executive Officer | esdorantes@creditaria.com | Justo Sierra | 2807 | Mexico | North America | https://www.linkedin.com/in/ericdorantesv/ | Financial, Legal Accounting, Real Estate Industry, Technology, Big Data Analysis, Blockchain, Smart Contracts, AI | eric@ai8ventures.com | https://www.facebook.com/ERIC-Dorantes-151631084856366/ | DOVA Family Office is a single-family office based in Mexico. DOVA Family Office with investments in different industries such as financial, legal accounting, real estate industry, one of the objectives is to implement industry 4.0 technologies in traditional businesses such as those we handle such as Big Data analysis, Blockchain with Smart contracts, AI, etc. | SF | |||||||||
| 46 | Eleva Invest | Guilherme | Arana | Economist Partner | guilherme.arana@elevainvest.com.br | Rua Pedroso Alvarenga 1254, 112 - Itaim Bibi | Sao Paulo | SP | 04542-080 | Brazil | South America | https://www.linkedin.com/in/guilhermearana/ | Technology | 2.016 | garana@elevainvest.com.br, garana@x5tech.tech | https://x5tech.tech/ | https://elevainvest.com.br/ | Our mission is to popularize the Multi Family-Office model, which is still used today in Brazil only among high-income families. In this model, you, the investor, pay a fixed amount to point out the best directions for your investments. We thus create a win-win relationship, with total freedom from conflict of interest in the choice of products and with transparent remuneration from day 1. And as we are independent, we can work with the most varied investment platforms and banks around the world, to accommodate our customers according to their needs and dreams, whether in Brazil or around the globe! We are regulated by the CVM in accordance with CVM Resolution 19, of February 25, 2021. | MF | |||||
| Eleva Invest | Gabriel | Cintra | Partner & Chief Investment Officer | gabriel.cintra@elevainvest.com.br | Rua Pedroso Alvarenga 1254, 112 - Itaim Bibi | Sao Paulo | SP | 04542-080 | Brazil | South America | Technology | 2.016 | gabriel@elevainvest.com.br, gcintra@elevainvest.com.br | https://www.linkedin.com/company/elevainvest/ | https://elevainvest.com.br/ | Our mission is to popularize the Multi Family-Office model, which is still used today in Brazil only among high-income families. In this model, you, the investor, pay a fixed amount to point out the best directions for your investments. We thus create a win-win relationship, with total freedom from conflict of interest in the choice of products and with transparent remuneration from day 1. And as we are independent, we can work with the most varied investment platforms and banks around the world, to accommodate our customers according to their needs and dreams, whether in Brazil or around the globe! We are regulated by the CVM in accordance with CVM Resolution 19, of February 25, 2021. | MF | |||||||
| Eleva Invest | Armando | Costa | Managing Partner | armando.costa@elevainvest.com.br | Rua Pedroso Alvarenga 1254, 112 - Itaim Bibi | Sao Paulo | SP | 04542-080 | Brazil | South America | https://www.linkedin.com/in/armando-costa-66398038/ | Technology | 2.016 | armando@elevainvest.com.br, acosta@x5tech.tech | https://www.linkedin.com/company/elevainvest/ | https://elevainvest.com.br/ | Our mission is to popularize the Multi Family-Office model, which is still used today in Brazil only among high-income families. In this model, you, the investor, pay a fixed amount to point out the best directions for your investments. We thus create a win-win relationship, with total freedom from conflict of interest in the choice of products and with transparent remuneration from day 1. And as we are independent, we can work with the most varied investment platforms and banks around the world, to accommodate our customers according to their needs and dreams, whether in Brazil or around the globe! We are regulated by the CVM in accordance with CVM Resolution 19, of February 25, 2021. | MF | ||||||
| Eleva Invest | Guilherme | Lacerda | Private Wealth Manager | guilherme.lacerda@elevainvest.com.br | Rua Pedroso Alvarenga 1254, 112 - Itaim Bibi | Sao Paulo | SP | 04542-080 | Brazil | South America | https://www.linkedin.com/in/guilhermeal/ | Technology | 2.016 | glacerda@elevainvest.com.br, guilherme@elevainvest.com.br | https://www.linkedin.com/company/elevainvest/ | https://elevainvest.com.br/ | Our mission is to popularize the Multi Family-Office model, which is still used today in Brazil only among high-income families. In this model, you, the investor, pay a fixed amount to point out the best directions for your investments. We thus create a win-win relationship, with total freedom from conflict of interest in the choice of products and with transparent remuneration from day 1. And as we are independent, we can work with the most varied investment platforms and banks around the world, to accommodate our customers according to their needs and dreams, whether in Brazil or around the globe! We are regulated by the CVM in accordance with CVM Resolution 19, of February 25, 2021. | MF | ||||||
| 47 | Ennea Family Office | Arturo | Orozco | Chief Executive Office | arturo@enneagraminstitute.com | Constitución 405 | Monterrey | NL | 64000 | Mexico | North America | https://www.linkedin.com/in/aorozco/ | Public and Private Markets, Private Equity, Buyout, Growth, VC, Venture Capital, Real Estate | 2.020 | https://www.linkedin.com/company/ennea-family-office/ | Ennea is a single family office based in Monterrey, Mexico, representing multiple family branches with a single, global portfolio that has a long-term horizon, well-diversified across asset classes in both public and private markets, including Private Equity (Buyout, Growth and VC) and Real Estate, among others. | SF | |||||||
| Ennea Family Office | Rodrigo | Chapa | Legal Manager | rodrigo@enneagraminstitute.com | Constitución 405 | Monterrey | NL | 64000 | Mexico | North America | https://www.linkedin.com/in/rodrigo-chapa-41582153/ | Public and Private Markets, Private Equity, Buyout, Growth, VC, Venture Capital, Real Estate | 2.020 | rodrigo.chapa@proeza.com.mx | https://www.linkedin.com/company/ennea-family-office/ | Ennea is a single family office based in Monterrey, Mexico, representing multiple family branches with a single, global portfolio that has a long-term horizon, well-diversified across asset classes in both public and private markets, including Private Equity (Buyout, Growth and VC) and Real Estate, among others. | SF | |||||||
| 48 | Excelsior Family Office | Giovanni | Nicola Montesano Lacava | Founder & CEO | 55 (11) 4861-4022 | relacionamento@excelsiorcapital.com.br | Av. Magalhães de Castro, 4800, Capital Building - Conjunto 64, Cidade Jardim Corporate Center | Sao Paulo | SP | 01236-654 | Brazil | South America | https://www.linkedin.com/in/giovanninmlacava/ | Funds, Hedge Funds, Alternative Investments | 2.016 | https://www.wedooh.com.br/ | https://excelsiorcapital.com.br/ | Excelsior Capital is an independent consultancy and resource manager with the objective of idealizing, planning and realizing dreams and goals through personalized medium and long term investment strategies, based on a detailed individual analysis for each client, with high transparency in the processes and ethical principles. The company is located in São Paulo, composed of a team of professionals with proven experience in the local and international financial market that has worked with both individual and institutional investors, with a specific structure for family financial management - Excelsior Family Office. Excelsior Capital has rigorous processes in the areas of management, analysis, risk and controls, compliance, investor relations and operations, in order to ensure excellence in the provision of service and service to our customers - the company's greatest value. | MF | |||||
| 49 | Exto Capital | Jovan | Franco | Asset Management | 52 (55) 9048 4048 | 52 (55) 9048 4049 | jovan.franco@extoinvestments.com | Mexico City | DF | Mexico | North America | https://www.linkedin.com/in/jovanfranco/ | 2.017 | https://www.extoinvestments.com/ | Exto Capital is an independent financial advisory company, specialized in investment managment. We offer holistic and highly personalized advice to satisfy the needs of our clients and maximize their capital, we integrate diverse areas of expertise convinced that by covering the financial universe of each client the profit obtained is optimized in its entirety. We are a Multi Family Office who has an Registered Investment Advisor in Mexico City according to the mexican regulation. We are focusing at this moment in the equity and fixed income portfolios of our clients. | MF | ||||||||
| 50 | Family Office - Consulting | Alexei | Affonso Schrappe Antoniuk | Manager | 55 (41) 3232-5122 | alexei@familyoffice.com.br | Rua Benjamin Constant, 67, 3 Andar Cjto. 302, Centro | Curitiba | PR | 80060-020 | Brazil | South America | https://www.linkedin.com/in/alexei-antoniuk-94b26014/ | Family Preservation Family Growth, Open-Ar80060itecture, Privacy Family OutstFamilying 8lient Service | 2.001 | R$1.5M | http://familyoffice.com.br/ | Family Office - Consulting, a Brazilian multi family office firm. Family Office - Consulting specializes in managing the wealth of four individuals and families. | MF | |||||
| 51 | Faro Capital | Guilherme | Ziotti | Partner | 55 (16) 3602-9900 | guilherme.ziotti@farocapital.com.br | contato@farocapital.com.br | R. José Sapienza, 340 - Jardim Sao Luiz | Ribeirao Preto | SP | 14020-450 | Brazil | South America | N/A | Agricultural, Coffee Cultivation, Orange, Agribusiness, Real Estate, Chemical | 1.912 | http://www.farocapital.com.br/en/ | Faro Capital is a family investment office of national capital. The family started their agricultural activities in Brazil in 1912, with the cultivation of coffee. In the 1950s, the cultivation of orange begins, and becomes the main agricultural activity at FARO Capital. Currently, besides Agribusiness, the company operates in the Real Estate, Chemical and Investments sectors. The company aims to be the best investor and most efficient business managers in the areas where we operate, contributing to build in Brazil a business culture of high efficiency and performance. | SF | |||||
| Faro Capital | Bosco | Scannapieco Della Coletta | Managing Partner | 55 (11) 4550-1391 | bosco@farocapital.com.br | contato@farocapital.com.br | Avenida Brigadeiro Faria Lima, 2601, Conj. 41 - Jardim Paulistano | Sao Paulo | SP | 01452-000 | Brazil | South America | https://www.linkedin.com/in/bosco-della-coletta-30bb26111/ | Agricultural, Coffee Cultivation, Orange, Agribusiness, Real Estate, Chemical | 1.912 | http://www.farocapital.com.br/en/ | Faro Capital is a family investment office of national capital. The family started their agricultural activities in Brazil in 1912, with the cultivation of coffee. In the 1950s, the cultivation of orange begins, and becomes the main agricultural activity at FARO Capital. Currently, besides Agribusiness, the company operates in the Real Estate, Chemical and Investments sectors. The company aims to be the best investor and most efficient business managers in the areas where we operate, contributing to build in Brazil a business culture of high efficiency and performance. | SF | ||||||
| 52 | FDI Family Office S. A. | Fernando | Diaz | Partner & Director | 541 1 4806-6664 | fdiaz@fdinternational.com | info@fdinternational.com | Av. Libertador 6250, piso 9. | Ciudad de Buenos Aires | 1428 | Argentina | South America | https://www.linkedin.com/in/multifamilyoffice/ | 1.998 | https://twitter.com/marianosardans | https://www.fdinternational.com/ | FDI is a Multi Family Office which manages financial assets and net worth individuals and family groups. | MF | ||||||
| FDI Family Office S. A. | Mariano | Sardans | Chief Executive Officer | 598 2 623-5000 | msardans@fdinternational.com | info@fdinternational.com | Luis A. de Herrera 1052 – 9no Piso – Torres del Puerto, Torre A 11300 | Montevideo | Uruguay | South America | https://www.linkedin.com/in/gerenciamospatrimonios/ | 1.998 | https://twitter.com/marianosardans | https://www.fdinternational.com/ | FDI is a Multi Family Office which manages financial assets and net worth individuals and family groups. | MF | ||||||||
| FDI Family Office S. A. | Rodrigo | Gamarci | Director | 541 1 4806-6664 | rgamarci@fdinternational.com | info@fdinternational.com | Av. Libertador 6250, piso 9. | Ciudad de Buenos Aires | 1428 | Argentina | South America | https://www.linkedin.com/in/rodrigogamarci/ | 1.998 | https://twitter.com/rodrigogamarci | https://www.fdinternational.com/ | FDI is a Multi Family Office which manages financial assets and net worth individuals and family groups. | MF | |||||||
| 53 | Fockink Family Office | Harry | Fockink | Entrepeneur | 55 (11) 3045-2024 | 55 (11) 2532-0270 | harry@fockink.com.br | Av. Jabaquara, 2979, Mirandópolis | Sao Paulo | SP | 04045-004 | Brazil | South America | https://www.linkedin.com/in/harryfockink/ | 1.990 | https://twitter.com/harryfockink http://harryfockink.blogspot.com.br/ | http://www.fockink.com.br/ | SF | ||||||
| 54 | GaMFOs | Jonathan | Mossi | Managing Partner | 507 203 27 13 | mossi@gamfos.com | info@gamfos.com | Torre Bicsa, Avenida Balboa, Piso 33 oficina 11 | Panama City | Panama | North America | GaMFOs offers its unique know-how and experience not only to families but also to family-offices: support in setting up your own family office wealth structuring structures for operative companies consolidation services and risk management support family and corporate governance relocation services This partnership approach will allow you to focus on your keys strengths. | http://gamfos.com/ | GaMFOs is an independent Multi-client Family Office based in Panama and Lima and provides its services to families with roots in Latin America and Europe. Our focus is on families with complex ownership and asset structures. Our goal is to offer them comprehensive advice which goes beyond traditional asset management. | MF | |||||||||
| GaMFOs | Nadine | Luethi | Financial Planner | 507 203 27 13 | luethi@gamfos.com | info@gamfos.com | Torre Bicsa, Avenida Balboa, Piso 33 oficina 11 | Panama City | Panama | North America | GaMFOs offers its unique know-how and experience not only to families but also to family-offices: support in setting up your own family office wealth structuring structures for operative companies consolidation services and risk management support family and corporate governance relocation services This partnership approach will allow you to focus on your keys strengths. | http://gamfos.com/ | GaMFOs is an independent Multi-client Family Office based in Panama and Lima and provides its services to families with roots in Latin America and Europe. Our focus is on families with complex ownership and asset structures. Our goal is to offer them comprehensive advice which goes beyond traditional asset management. | MF | 51 1 440 66 63 | |||||||||
| 55 | Gamnic Multi-Family Office | Luciana | Bonifaz Arenas | Investment Analyst | 51 1 437 6494 | womeninfinancepe@gmail.com | gamnic@gamnic.com | Av. Encalada 1388 Of. 604, Surco | Lima | Peru | South America | https://www.linkedin.com/in/luciana-bonifaz-397a00aa/ | Investment Funds, Private and Real Estate Businesses | 2.010 | $200M | https://www.womeninfinance.pe/ | https://www.gamnic.com/ | Multi-Family office with more than US$ 200 million under management for high net worth peruvian individuals. | MF | |||||
| Gamnic Multi-Family Office | Ignacio | Aguirre Rey | Founder & Main Partner | 51 1 437 6494 | gamnic@gamnic.com | gamnic@gamnic.com | Av. Encalada 1388 Of. 604, Surco | Lima | Peru | South America | https://www.linkedin.com/in/ignacio-aguirre-rey-b9bb624b/ | Investment Funds, Private and Real Estate Businesses | 2.010 | $200M | https://www.linkedin.com/company/gamnic-inversiones/ | https://www.gamnic.com/ | Multi-Family office with more than US$ 200 million under management for high net worth peruvian individuals. | MF | ||||||
| 56 | Génesis Banca de Inversion SAS | Juan Pablo | Ortiz Salom | Managing Partner | 57 (1) 321 4821 | jp.ortiz@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | https://www.linkedin.com/in/juan-pablo-ortiz-salom-0bba2421/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | ||||||
| Génesis Banca de Inversion SAS | Juliana | Figueroa | Partner | 57 (1) 321 4821 | j.figueroa@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | https://www.linkedin.com/in/julianafigueroa/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | |||||||
| Génesis Banca de Inversion SAS | Sebastián | Quiroga | Senior Associate | 57 (1) 321 4821 | s.quiroga@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | https://www.linkedin.com/in/sebastian-quiroga-e-569b7a44/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | |||||||
| Génesis Banca de Inversion SAS | Juan Diego | Alzate | Associate | 57 (1) 321 4821 | jd.alzate@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | https://www.linkedin.com/in/jdalzate/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | |||||||
| Génesis Banca de Inversion SAS | Gustavo | Cárdenas | Financial Analyst | 57 (1) 321 4821 | g.cardenas@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | https://www.linkedin.com/in/gustavocardenasg/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | |||||||
| 57 | Genève Family Office Sàrl | Hernan | Didier Pantaleon | Special Counsel | Argentina: 54 11 2073 2071, Direct: 54 9 11 3426 2199, USA: (305) 343-9494 | hernan.pantaleon@hpanabogados.com | info@genevefamilyoffice.com | Avenida Dorrego 2687 4to "A" | Ciudad Autonoma de Buenos Aires - CP (1425) | Argentina | South America | https://www.linkedin.com/in/hernan-didier-pantaleon-97003828/ | Private Equity, Real Estate | 2.019 | https://www.hpanabogados.com/ | https://genevefamilyoffice.com/ | Genève Family Office is a privately owned Swiss Independent Multi Family Office Company. Our team has more than twenty-five years of experience providing bespoke wealth planning and management solutions. We provide discreet services with transparent costs, at the highest level. | MF | ||||||
| 58 | Ghia Multi Family Office | Bruno | Nunes de Paula | Partner | 55 (34) 3222-3608 | bruno@ghiamfo.com.br | ghiamfo@ghiamfo.com.br | Av. Rondon Pacheco, 4600, Torre UBT, 20º andar | Uberlândia | MG | 38405-142 | Brazil | South America | https://www.linkedin.com/in/bndepaula/ | Real Estate | 2.010 | bruno@ghiainvestimentos.com.br | https://www.linkedin.com/company/ghiamfo/ | https://www.ghiamfo.com.br/ | This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process. We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances. We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. | MF | |||
| Ghia Multi Family Office | Thalita | Kauara Sales | Partner | 55 (34) 3222-3608 | thalita@ghiamfo.com.br | ghiamfo@ghiamfo.com.br | Av. Rondon Pacheco, 4600, Torre UBT, 20º andar | Uberlândia | MG | 38405-142 | Brazil | South America | https://www.linkedin.com/in/thalita-kauara-sales-cfp®%EF%B8%8F-cea-6b69b541/ | Real Estate | 2.010 | https://www.linkedin.com/company/ghiamfo/ | https://www.ghiamfo.com.br/ | This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process. We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances. We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. | MF | |||||
| Ghia Multi Family Office | Jessica | Penna Valeriano | Partner | 55 (34) 3222-3608 | jessica@ghiamfo.com.br | ghiamfo@ghiamfo.com.br | Av. Rondon Pacheco, 4600, Torre UBT, 20º andar | Uberlândia | MG | 38405-142 | Brazil | South America | https://www.linkedin.com/in/jessicapennavaleriano/ | Real Estate | 2.010 | https://www.linkedin.com/company/ghiamfo/ | https://www.ghiamfo.com.br/ | This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process. We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances. We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. | MF | |||||
| 59 | Global Advisors Chile | Francisco | Javier Cerda Vásquez | Investment Director | 562 2334 3500 | Av. Las Condes 11.380 of. 92 Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/francisco-javier-cerda-vásquez-91638156/ | Real Estate, Private Equity, Technology, Cloud | 1.998 | contacto@iceco.cl | https://www.iceco.cl/ | http://globaladvisors.net/ | Founded in 1998, Global Advisors unites the independence and experience of its Partners and Associates, to provide specialized investment advice focused on the Wealth Management of our clients including Family Offices, business families and high net worth individuals. We are a Multi Family Office in charge of advising business families and high net worth individuals on the best investment alternatives in both financial and real estate assets. Our open architecture allows us to focus on the client since we access a wide range of products and we look for the best for them according to the risk profile and their investment needs. | MF | |||||||
| 60 | GOW Capital Gestão de Recursos e Consultoria | Gislene | Palacio de Barros | Partner | 55 (11) 2729-2875 | 55 (11) 2729-2875 | gislene.palacio@gowcapital.com | contato@gowcapital.com | Av. Pres. Juscelino Kubitschek, 1726, Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | https://www.linkedin.com/in/gislene-palacio-2692a0164/ | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.018 | https://gowcapital.com/ | GOW Capital has a single objective: to add value in everything we do and to be a benchmark for professionalism, quality, dedication and respect for the customer. We have no conflicts of interest, we are remunerated exclusively by our customers and always in a fair and transparent manner. Team Experience: The team's expertise is what ensures the knowledge expected from a multi-family office. | MF | ||||
| GOW Capital Gestão de Recursos e Consultoria | Samanta | Santilli | Partner | 55 (11) 3044-6445 | 55 (11) 2729-2875 | samanta.santilli@gowcapital.com | contato@gowcapital.com | Av. Pres. Juscelino Kubitschek, 1726, Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.018 | https://gowcapital.com/ | GOW Capital has a single objective: to add value in everything we do and to be a benchmark for professionalism, quality, dedication and respect for the customer. We have no conflicts of interest, we are remunerated exclusively by our customers and always in a fair and transparent manner. Team Experience: The team's expertise is what ensures the knowledge expected from a multi-family office. | MF | ||||||
| GOW Capital Gestão de Recursos e Consultoria | Patricia | Wada | Partner | 55 (11) 3044-6445 | 55 (11) 2729-2875 | fundos@hieron.com.br | contato@gowcapital.com | Av. Pres. Juscelino Kubitschek, 1726, Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | https://www.linkedin.com/in/patricia-wada-70891734/ | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.018 | https://hieron.com.br/ | https://gowcapital.com/ | GOW Capital has a single objective: to add value in everything we do and to be a benchmark for professionalism, quality, dedication and respect for the customer. We have no conflicts of interest, we are remunerated exclusively by our customers and always in a fair and transparent manner. Team Experience: The team's expertise is what ensures the knowledge expected from a multi-family office. | MF | ||||
| GOW Capital Gestão de Recursos e Consultoria | Celso | Scaramuzza | Founding Partner | 55 (11) 3044-6445 | 55 (11) 2729-2875 | celso.scaramuzza@gowcapital.com | contato@gowcapital.com | Av. Pres. Juscelino Kubitschek, 1726, Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | https://www.linkedin.com/in/celso-scaramuzza-2693b123/ | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.018 | celso.scaramuzza@itau.com.br | https://gowcapital.com/ | GOW Capital has a single objective: to add value in everything we do and to be a benchmark for professionalism, quality, dedication and respect for the customer. We have no conflicts of interest, we are remunerated exclusively by our customers and always in a fair and transparent manner. Team Experience: The team's expertise is what ensures the knowledge expected from a multi-family office. | MF | ||||
| 61 | Gráfico Single Family Office | Henrique | Lacerda | Managing Director | henrique.lacerda@fkpartners.com | Salvador | BA | Brazil | South America | https://www.linkedin.com/in/henriquelacerda/ | https://fkpartners.com/corpodocente/henrique-lacerda-cfa-cmt/ | Henrique Lacerda is the managing director at a Single Family Office firm in Brazil. Three decades of experience in the financial market when I joined Banco do Brasil in the early 1990s, where I held various roles, including Branch Manager and Internal Auditor. I left the Bank in 2010 and I have been improving myself in the areas of financial planning, investment evaluation and portfolio management. Since 2016 I have been working as a teacher and content designer at FK Partners, a school specializing in financial certifications. | SF | |||||||||||
| 62 | Grandes Patrimonios S.A.S | Diego | Parra Herrera | Managing Director | 57 311 474 53 34 | diego.parra@grandespatrimonios.co | info@grandespatrimonios.co | Carrera 18 # 93 - 25 Oficina 403 - Edificio Inverpor | Bogotá | Colombia | South America | https://www.linkedin.com/in/diego-parra-herrera-02176356/ | 2.011 | diego.herrera@grandespatrimonios.co | https://www.linkedin.com/in/diego-parra-grandespatrimonios/ | http://www.grandespatrimonios.co/ | Grandes Patrimonios offers the Family Office service that integrates the financial, tax, legal and accounting management of its assets. | MF | ||||||
| Grandes Patrimonios S.A.S | Eduardo | Ovalle | Financial Planner | 571 635 83 87 | eduardo.ovalle@grandespatrimonios.co | info@grandespatrimonios.co | Carrera 18 # 93 - 25 Oficina 403 - Edificio Inverpor | Bogotá | Colombia | South America | https://www.linkedin.com/in/eduardo-pirajan-ovalle-46594419/ | 2.011 | https://www.linkedin.com/company/grandes-patrimonios/ | http://www.grandespatrimonios.co/ | Grandes Patrimonios offers the Family Office service that integrates the financial, tax, legal and accounting management of its assets. | MF | ||||||||
| 63 | Guará Multi Family Office Gestora de Recursos | Frederico | Fuscaldo Almeida | Partner & Co-Founder | 55 (53) 99961-9450 | frederico@guaramfo.com.br | Rua Senador Pinheiro Machado, Número 489, Bairro Centro, 5 | Sao Lourenço do Sul | RS | 96170-000 | Brazil | South America | https://www.linkedin.com/in/frederico-almeida-74252615/ | 2.022 | https://www.linkedin.com/company/guará-mfo/ | Multi Family Office, Gestora de Recursos, Carteiras Administradas. | MF | |||||||
| Guará Multi Family Office Gestora de Recursos | Dino | Lauria Ubatuba de Faria | Partner & Co-Founder | 55 (53) 99961-9450 | dino@guaramfo.com.br | Rua Senador Pinheiro Machado, Número 489, Bairro Centro, 5 | Sao Lourenço do Sul | RS | 96170-000 | Brazil | South America | https://www.linkedin.com/in/dinoubatuba/ | 2.022 | https://www.linkedin.com/company/guará-mfo/ | Multi Family Office, Gestora de Recursos, Carteiras Administradas. | MF | ||||||||
| 64 | Gutierrez Group | Felipe | Gutierrez | CEO & Partner | Mobile: 57 320 7 254 732 | felipegutierrez@gutierrezgroup.com.co | contact@gutierrezgroup.com.co | Calle 7 sur #42-70 Edificio Forum Oficina 209 | Medellín | Colombia | South America | https://www.linkedin.com/in/felipe-gutierrez-18492b34/ | Concierge, Real Estate, Property | 2.015 | https://www.linkedin.com/company/gutierrezgroup/ https://www.facebook.com/GutierrezGroupCo/ | https://gutierrezgroup.com.co/ | Gutierrez Group is a Boutique Multi-Family Office specialized in providing legal advisory, investment, business, and general consulting to foreigners living and/or investing in Colombia. Our firm acts as a personal CEO, offering a dedicated, talented and passionate team of professionals, including the owners, who can oversee and manage the complete array of your financial and legal affairs in Colombia. We devote ourselves to develop client–oriented, long-term and mutually meaningful relationships with our clients. As a result of both deep knowledge of law and business, as well of multi-cultural and linguistic knowledge arising of education abroad and years of experience, we are able to better understand and serve foreign clients as they pursue proper implantation into the Colombian legal, business and living frameworks. This is exactly why we have specialized in providing our professional services to foreigners looking to invest, relocate or engage in business in Colombia. Nonetheless, we also cater to Colombian citizens, small and medium size corporations, multinationals and companies new to doing business in Colombia. | MF | Edificio Staff: Carrera 43B No 16-41, Oficina 903 Medellin, Antioquia 05001 Colombia | |||||
| Gutierrez Group | Juan Darío | Gutierrez | CLO | 57 43 228 898 | jdg@jdglawadvisors.com | contact@gutierrezgroup.com.co | Calle 7 sur #42-70 Edificio Forum Oficina 209 | Medellín | Colombia | South America | Concierge, Real Estate, Property | 2.015 | https://www.linkedin.com/company/gutierrezgroup/ https://www.facebook.com/GutierrezGroupCo/ | https://gutierrezgroup.com.co/ | Gutierrez Group is a Boutique Multi-Family Office specialized in providing legal advisory, investment, business, and general consulting to foreigners living and/or investing in Colombia. Our firm acts as a personal CEO, offering a dedicated, talented and passionate team of professionals, including the owners, who can oversee and manage the complete array of your financial and legal affairs in Colombia. We devote ourselves to develop client–oriented, long-term and mutually meaningful relationships with our clients. As a result of both deep knowledge of law and business, as well of multi-cultural and linguistic knowledge arising of education abroad and years of experience, we are able to better understand and serve foreign clients as they pursue proper implantation into the Colombian legal, business and living frameworks. This is exactly why we have specialized in providing our professional services to foreigners looking to invest, relocate or engage in business in Colombia. Nonetheless, we also cater to Colombian citizens, small and medium size corporations, multinationals and companies new to doing business in Colombia. | MF | Edificio Staff: Carrera 43B No 16-41, Oficina 903 Medellin, Antioquia 05001 Colombia | |||||||
| Gutierrez Group | Daniel | Gutierrez | Associate Project Manager | 57 43 228 898 | danielgutierrez@gutierrezgroup.com.co | contact@gutierrezgroup.com.co | Calle 7 sur #42-70 Edificio Forum Oficina 209 | Medellín | Colombia | South America | https://www.linkedin.com/in/daniel-gutierrez-a03137176/ | Concierge, Real Estate, Property | 2.015 | https://www.linkedin.com/company/gutierrezgroup/ | https://gutierrezgroup.com.co/ | Gutierrez Group is a Boutique Multi-Family Office specialized in providing legal advisory, investment, business, and general consulting to foreigners living and/or investing in Colombia. Our firm acts as a personal CEO, offering a dedicated, talented and passionate team of professionals, including the owners, who can oversee and manage the complete array of your financial and legal affairs in Colombia. We devote ourselves to develop client–oriented, long-term and mutually meaningful relationships with our clients. As a result of both deep knowledge of law and business, as well of multi-cultural and linguistic knowledge arising of education abroad and years of experience, we are able to better understand and serve foreign clients as they pursue proper implantation into the Colombian legal, business and living frameworks. This is exactly why we have specialized in providing our professional services to foreigners looking to invest, relocate or engage in business in Colombia. Nonetheless, we also cater to Colombian citizens, small and medium size corporations, multinationals and companies new to doing business in Colombia. | MF | Edificio Staff: Carrera 43B No 16-41, Oficina 903 Medellin, Antioquia 05001 Colombia | ||||||
| 65 | IGM Multi Family Office | Rodrigo | Alonso | Area Managing Partner Manager Fixed Income and Equity International | 562 426 63 66 | ralonso@igmfa.com | Av. Presidente Kennedy 5488 Oficina 205, Vitacura | Santiago | Chile | South America | 2.000 | https://www.linkedin.com/in/marcelo-gutierrez-86687a17/ | https://www.igmfa.com/ | IGM is a Chilian-based multi family office firm. | MF | |||||||||
| 66 | Illan Participações | Julio | Nakamura | Managing Director | 55 (11) 3627-3000 | julio@illan.com.br | Rua Clodomiro Amazonas, 1000, Vila Nova Conceição | Sao Paulo | SP | 04537-002 | Brazil | South America | https://www.linkedin.com/in/julio-nakamura-a2a417/ | Private Equity, Real Estate Assets, Technology Startups | 2.001 | https://www.linkedin.com/company/illan-participa%C3%A7%C3%B5es/ | https://www.illan.com.br/ | ILLAN is a Multi-Family Office (MFO) focused on the alternative asset class. We help families and high-income individuals (U/HNWI) navigate the challenges of investing in private equity investments, real estate assets and technology startups. The history accumulated since 2001 working in this segment has provided a vast experience and an extensive relationship network that we will share with you. | MF | |||||
| 67 | InvestPort | Mirela | Rappaport | Managing Partner | 55 (11) 3085-8262 | mrappaport@investport.com.br | info@investport.com.br | Rua Oscar Freire, 379 cj.141 - Cerqueira César | Sao Paulo | SP | 01426-001 | Brazil | South America | https://www.linkedin.com/in/mirela-rappaport-184109204/ | Private Equity, Alternative Investment, Hedge Funds, Real estate | 2.004 | https://www.linkedin.com/company/investport/ | https://www.investport.com.br/ | Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. | MF | ||||
| InvestPort | Marcelo | Frug | Partner | 55 (11) 3085-8262 | mfrug@investport.com.br | info@investport.com.br | Rua Oscar Freire, 379 cj.141 - Cerqueira César | Sao Paulo | SP | 01426-001 | Brazil | South America | https://www.linkedin.com/in/marcelo-frug-b3a7a3115/ | Private Equity, Alternative Investment, Hedge Funds, Real estate | 2.004 | https://www.linkedin.com/company/investport/ | https://www.investport.com.br/ | Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. | MF | |||||
| InvestPort | Felipe | Schmidt | Head Of Equity Research | 55 (11) 3085-8262 | fschmidt@investport.com.br | info@investport.com.br | Rua Oscar Freire, 379 cj.141 - Cerqueira César | Sao Paulo | SP | 01426-001 | Brazil | South America | https://www.linkedin.com/in/felipe-schmidt-3523a25a/ | Private Equity, Alternative Investment, Hedge Funds, Real estate | 2.004 | https://www.linkedin.com/company/investport/ | https://www.investport.com.br/ | Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. | MF | |||||
| InvestPort | Ralph | Lewinski | Investment Advisor | 55 (11) 3085-8262 | rlewinski@investport.com.br | info@investport.com.br | Rua Oscar Freire, 379 cj.141 - Cerqueira César | Sao Paulo | SP | 01426-001 | Brazil | South America | https://www.linkedin.com/in/ralph-lewinski-cfp®-a53590b7/ | Private Equity, Alternative Investment, Hedge Funds, Real estate | 2.004 | https://www.linkedin.com/company/investport/ | https://www.investport.com.br/ | Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. | MF | |||||
| 68 | Itajuí Gestão de Patrimônio | Fritz | Stockler | Wealth Manager | 55 (11) 3709-2127 | fritz@itajui.com | contato@itajui.com | Rua Tabapuã, 1123, cj 9 | Sao Paulo | SP | 04533-014 | Brazil | South America | https://www.linkedin.com/in/fritz-stockler-29729917a/ | 2.006 | https://www.linkedin.com/company/itajui/ | https://itajui.com/ | In the market for over 15 years, Itajuí is an independent Multi Family Office led by qualified and certified professionals who use the best players in the market. Itajuí was born with the view that the term “heritage” should be accompanied by tranquility and carelessness. By understanding the specific needs of each Customer, we generate a positive impact on their lives and businesses. That's why we offer a complete portfolio of services: from the sophistication of estate or succession planning to operational cash flow management. Itajuí. The Multi Family Office for managing modern life. | MF | |||||
| Itajuí Gestão de Patrimônio | Alexandre | Vaz Guimarães | Investment Manager | 55 (11) 3709-2127 | alexandre@itajui.com | contato@itajui.com | Rua Tabapuã, 1123, cj 9 | Sao Paulo | SP | 04533-014 | Brazil | South America | https://www.linkedin.com/in/alexandre-vaz-guimarães-44957080/ | 2.006 | https://www.linkedin.com/company/itajui/ | https://itajui.com/ | In the market for over 15 years, Itajuí is an independent Multi Family Office led by qualified and certified professionals who use the best players in the market. Itajuí was born with the view that the term “heritage” should be accompanied by tranquility and carelessness. By understanding the specific needs of each Customer, we generate a positive impact on their lives and businesses. That's why we offer a complete portfolio of services: from the sophistication of estate or succession planning to operational cash flow management. Itajuí. The Multi Family Office for managing modern life. | MF | ||||||
| 69 | J.Mendes Investment Office | Alexandre | Nogueira | Director, International Investments | 55 (37) 3249-9000 | alexandrenogueira@jmendes.com.br | contato@jmendes.com.br | Praça Dr. Augusto Gonçalves, 146 – Sobreloja 02, Centro | Itaúna | MG | 35680-054 | Brazil | South America | https://www.linkedin.com/in/alexandre-nogueira-95771834/ | Commodities and Logistics, Mining Sector | 2.016 | $500M | https://welligence.com/static/team | http://www.jmendes.com.br/ | J. Mendes Investment Office, a single family office based in Brazil. | SF | |||
| J.Mendes Investment Office | Luciano | Nogueira | Director | 55 (37) 3249-9000 | lucianonogueira@jmendes.com.br | contato@jmendes.com.br | Praça Dr. Augusto Gonçalves, 146 – Sobreloja 02, Centro | Itaúna | MG | 35680-054 | Brazil | South America | https://www.linkedin.com/in/luciano-nogueira-7a043525/ | Commodities and Logistics, Mining Sector | 2.016 | $500M | https://www.linkedin.com/company/j-mendes-investimentos/ | http://www.jmendes.com.br/ | J. Mendes Investment Office, a single family office based in Brazil. | SF | ||||
| J.Mendes Investment Office | João Paulo | Guerra | Portfolio Manager | 55 (37) 3249-9000 | jmendes@jmendes.com.br | contato@jmendes.com.br | Rua Desembargador Jorge Fontana, 50, 14º Andar, Belvedere | Belo Horizonte | MG | 30320-670 | Brazil | South America | https://www.linkedin.com/in/jpguerra/ | Commodities and Logistics, Mining Sector | 2.016 | $500M | https://www.linkedin.com/in/josé-sérgio-nogueira-cfa-693b15a7/ | http://www.jmendes.com.br/ | J. Mendes Investment Office, a single family office based in Brazil. | SF | ||||
| 70 | Jpaulatti Empreendimentos Ltda | Denilson | Leite | Administrative Manager | leite.denilson@gmail.com | R Doutor Renato Paes de Barros, 717 - CJ 92 - Itaim Bibi | Sao Paulo | SP | 04530-001 | Brazil | South America | https://www.linkedin.com/in/denilsonleite/ | https://twitter.com/leitedenilson | > Management of Cash Flows of JPaulatti and JMP Imóveis; > Allocation of Profit Distribution Resources to Investment accounts; (Alfa Bank, Credit Suisse, UBS, UBS NY, Delta NY, BNY Mellon, Banco Safra, BTG Pactual, Itaú Private, BB Private, BGC Partners, Citi Group NY and others) according to guidance from Portifolio Manager; > Assistance to the Portifolio Manager at operational tasks; > Control of Investments through programs and checklists > Office Routine Management; > Management of Personal Accounts Family (Safra, CSHG, Itaú, BB); > Cost Control; > Treasury; > Control of Investments in Real Estate (Farms, Flats, Hotels, Land Leases, Residential Apartments); > Control of Land Lease for Sugar Cane and Livestock > Among others. | SF | |||||||||
| 71 | Julius Baer Family Office | Luis Eduardo | Prado de Pinho | Assistant Director | Mobile: 55 (11) 99129-8477 | 55 (11) 2161-2401 | Lepinho09@gmail.com | contato@jbfo.com | Avenida Brigadeiro Faria Lima 4285, 10° andar, Itaim Bibi | Sao Paulo | SP | 04538-133 | Brazil | South America | https://www.linkedin.com/in/luis-eduardo-prado-de-pinho-72608266/ | Private Equity, Illiquid Investments, Alternative Investments, Real Estate, Hedge Funds, FinTech | 1.999 | R$500M | https://www.linkedin.com/company/juliusbaerfamilyoffice/ | https://www.juliusbaerfamilyoffice.com/ | Building on their successful track records in Brazil, the teams from GPS Investimentos and Reliance joined forces to open Julius Baer Family Office, which has now been here for over 20 years, constantly striving to provide the best investment advisory services while acting transparently and totally independently. Managing wealth responsibly means being true to values and ensuring high quality service to offer the best and most appropriate investment options. GPS and Reliance are part of Julius Baer Group, which has been a reference in wealth management for over a century with presence in leading financial centers worldwide. These three standout brands joined forces to start Julius Baer Family Office. | MF | 55 (31) 2552-3660 | |
| Julius Baer Family Office | Jan | Gunnar Karsten | Chief Executive Officer | 55 (11) 2161-2400 | 55 (11) 2161-2401 | contato@jbfo.com | Avenida Brigadeiro Faria Lima 4285, 10° andar, Itaim Bibi | Sao Paulo | SP | 04538-133 | Brazil | South America | https://www.linkedin.com/in/jan-gunnar-karsten-cfa-cfp-b5a264/ | Private Equity, Illiquid Investments, Alternative Investments, Real Estate, Hedge Funds, FinTech | 1.999 | R$500M | planejar@planejar.org.br | https://planejar.org.br/ | https://www.juliusbaerfamilyoffice.com/ | Building on their successful track records in Brazil, the teams from GPS Investimentos and Reliance joined forces to open Julius Baer Family Office, which has now been here for over 20 years, constantly striving to provide the best investment advisory services while acting transparently and totally independently. Managing wealth responsibly means being true to values and ensuring high quality service to offer the best and most appropriate investment options. GPS and Reliance are part of Julius Baer Group, which has been a reference in wealth management for over a century with presence in leading financial centers worldwide. These three standout brands joined forces to start Julius Baer Family Office. | MF | 55 (31) 2552-3660 | ||
| 72 | K&B Family Office | Maxime | Berthet | CEO - Founding Partner | 507 209 2945 | 507 209 2944 | maxime.berthet@kbfamilyoffice.com | Tower Financial Center, 50th Floor 50th street and Elvira Méndez Street | Panama | 00832 | Panama | North America | https://www.linkedin.com/in/maxime-berthet-63994a163/ | https://www.linkedin.com/company/kb-family-office/ | https://kb-familyoffice.com/en/ | K&B Family Office is an independent multi-family office, established in Panama, which offers integrated wealth management services for wealthy individuals and families. | MF | |||||||
| K&B Family Office | Dorothee | Kisvel Berthet | Manager of Private Equity | 507 209 2945 | 507 209 2944 | dorothee.berthet@kbfamilyoffice.com | Tower Financial Center, 50th Floor 50th street and Elvira Méndez Street | Panama | 00832 | Panama | North America | https://www.linkedin.com/in/d0r0th33/ | https://www.linkedin.com/company/kb-family-office/ | https://kb-familyoffice.com/en/ | K&B Family Office is an independent multi-family office, established in Panama, which offers integrated wealth management services for wealthy individuals and families. | MF | ||||||||
| K&B Family Office | Regis | Kisvel | Client Relationship Manager - Founding Partner | 507 209 2945 | 507 209 2944 | regis.kisvel@kbfamilyoffice.com | Tower Financial Center, 50th Floor 50th street and Elvira Méndez Street | Panama | 00832 | Panama | North America | https://www.linkedin.com/in/régis-kisvel-8b2749154/ | https://www.linkedin.com/company/kb-family-office/ | https://kb-familyoffice.com/en/ | K&B Family Office is an independent multi-family office, established in Panama, which offers integrated wealth management services for wealthy individuals and families. | MF | ||||||||
| K&B Family Office | Romain | Dromard | Chief Investment Officer - Managing Partner | 507 209 2945 | 507 209 2944 | romain.dromard@kbfamilyoffice.com | Tower Financial Center, 50th Floor 50th street and Elvira Méndez Street | Panama | 00832 | Panama | North America | https://www.linkedin.com/in/romaindromard/ | https://www.linkedin.com/company/kb-family-office/ | https://kb-familyoffice.com/en/ | K&B Family Office is an independent multi-family office, established in Panama, which offers integrated wealth management services for wealthy individuals and families. | MF | ||||||||
| 73 | KIT Capital LLC | Rosario | Davi | Chief Operating Officer | (646) 502-7493 | (212) 937-3999 | rosario@kitcapital.com | Av. Centenario K 9 #30-42, Getsemani | Cartagena de Indias | Colombia | South America | https://www.linkedin.com/in/rosario-davi-4442b3/ | Real Estate, Technology | 2.001 | $1.5B | rosario@kitcapital.com | https://www.kitcapital.com/ | KIT Capital is a family office founded by serial entrepreneur and former Goldman Sachs investment banker Kaleil Isaza Tuzman. Since 2001, the firm has created over US$1.5 billion in incremental market value through operational turnarounds, asset sales and investing in growth equity and real estate.KIT Capital is focused on investment and business development opportunities in the Andean Region of Latin America and EMEA. Headquartered in Cartagena, Colombia, with professionals in Bogotá, Dubai, Los Angeles, New York and Prague, KIT leverages cross-cultural and cross-border deal expertise to bridge the gap between the Andean markets and the developed markets of North America, Europe and the Persian Gulf. | MF | |||||
| 74 | KPC Consultoria Financeira Ltda | Luis Felipe | Benedetti | Partner | 55 (11) 3251-2899 | lfbenedetti@kpcconsultoria.com.br | Rua Pedroso Alvarenga, 1221, Conj. 4A - Itaim Bibi | Sao Paulo | SP | 04531-012 | Brazil | South America | https://www.linkedin.com/in/luis-felipe-benedetti-400674127/ | Real Estate | 2.005 | R$1.5B | https://www.linkedin.com/company/kpc-consultoria/ | https://www.kpcconsultoria.com.br/ | KPC is a multi-family office company which focus in investments for High Net-Worth Investors. | MF | ||||
| KPC Consultoria Financeira Ltda | Ricardo | Caldeira | Partner | 55 (11) 3251-2899 | rcaldeira@kpcconsultoria.com.br | Rua Pedroso Alvarenga, 1221, Conj. 4A - Itaim Bibi | Sao Paulo | SP | 04531-012 | Brazil | South America | https://www.linkedin.com/in/ricardo-caldeira-b57a8814/ | Real Estate | 2.005 | R$1.5B | anf@anfgestion.lu | http://www.anfgestion.lu/ | https://www.kpcconsultoria.com.br/ | KPC is a multi-family office company which focus in investments for High Net-Worth Investors. | MF | ||||
| 75 | Laroche Capital | Eric | Van Belle | Founder & CEO | 562 2869 9190 | 562 2869 9191 | eric.vanbelle@larochecapital.com | Carmencita 25 Of. 31, Edificio Central Park | Las Condes | Chile | South America | https://www.linkedin.com/in/eric-van-belle-340903/ | Private Equity, Venture Capital, Financial Industry, Fintech Technology, Digital Services | 2.003 | https://www.linkedin.com/company/laroche-capital/ | https://www.larochecapital.com/ | Laroche Capital was born in 2003, as a Multifamily Office with a global scope, offering tailored comprehensive advisory services in wealth management. Through these 17 years we have dedicated all our energy and experience to delivering the best business opportunities, investments and the most appropriate solutions for our clients, generating long-term ties based on integrity, trust and the results achieved. For this reason, we will continue working tirelessly with our team, to generate value for investors, convinced that the concepts and results will provide them with knowledge and experience to manage their assets. | MF | ||||||
| Laroche Capital | Joel | Vainstein | Managing Partner | 562 2869 9190 | 562 2869 9191 | joel@larochecapital.com | Carmencita 25 Of. 31, Edificio Central Park | Las Condes | Chile | South America | https://www.linkedin.com/in/joelvainstein/ | Private Equity, Venture Capital, Financial Industry, Fintech Technology, Digital Services | 2.003 | https://www.linkedin.com/company/laroche-capital/ | https://www.larochecapital.com/ | Laroche Capital was born in 2003, as a Multifamily Office with a global scope, offering tailored comprehensive advisory services in wealth management. Through these 17 years we have dedicated all our energy and experience to delivering the best business opportunities, investments and the most appropriate solutions for our clients, generating long-term ties based on integrity, trust and the results achieved. For this reason, we will continue working tirelessly with our team, to generate value for investors, convinced that the concepts and results will provide them with knowledge and experience to manage their assets. | MF | |||||||
| Laroche Capital | Francisco | Barriga Salinas | Managing Partner | 562 2869 9190 | 562 2869 9191 | francisco.barriga@larochecapital.com | Carmencita 25 Of. 31, Edificio Central Park | Las Condes | Chile | South America | https://www.linkedin.com/in/francisco-barriga-salinas/ | Private Equity, Venture Capital, Financial Industry, Fintech Technology, Digital Services | 2.003 | https://www.linkedin.com/company/laroche-capital/ | https://www.larochecapital.com/ | Laroche Capital was born in 2003, as a Multifamily Office with a global scope, offering tailored comprehensive advisory services in wealth management. Through these 17 years we have dedicated all our energy and experience to delivering the best business opportunities, investments and the most appropriate solutions for our clients, generating long-term ties based on integrity, trust and the results achieved. For this reason, we will continue working tirelessly with our team, to generate value for investors, convinced that the concepts and results will provide them with knowledge and experience to manage their assets. | MF | |||||||
| Laroche Capital | Francisco | Barriga Minasi | Managing Partner | 562 2869 9190 | 562 2869 9191 | francisco.barriga.m@larochecapital.com | Carmencita 25 Of. 31, Edificio Central Park | Las Condes | Chile | South America | https://www.linkedin.com/in/francisco-barriga-minasi-b070437b/ | Private Equity, Venture Capital, Financial Industry, Fintech Technology, Digital Services | 2.003 | https://www.linkedin.com/company/laroche-capital/ | https://www.larochecapital.com/ | Laroche Capital was born in 2003, as a Multifamily Office with a global scope, offering tailored comprehensive advisory services in wealth management. Through these 17 years we have dedicated all our energy and experience to delivering the best business opportunities, investments and the most appropriate solutions for our clients, generating long-term ties based on integrity, trust and the results achieved. For this reason, we will continue working tirelessly with our team, to generate value for investors, convinced that the concepts and results will provide them with knowledge and experience to manage their assets. | MF | |||||||
| 76 | LATINCAPITAL & Co. SpA. | Renzo | Cosmelli García | Head of Investment Strategy | Diret: 564 1223 1120, Mobile: 564 99099 4463 | rcosmelli@latincapital.cl | info@latincapital.cl | 485 Chacabuco Av., 12th Floor, LATINCAPITAL Building | Concepción | Chile | South America | https://www.linkedin.com/in/renzo-cosmelli-garcía-90351b92/ | Real Estate | 2.001 | https://www.linkedin.com/company/latincapital/ | https://www.latincapital.com/ | LATINCAPITAL, a Multi Family Office founded 19 years ago, our Investment Strategy is based on a global approach and cutting-edge management, our main hallmark over time. We are an Open Architecture Financial Boutique, which maintains formal contracts and strategic alliances with a select group of Investment Banks, of local and international scope, which allows us to select the best products and services for our clients. We structure tailored financial solutions. | MF | ||||||
| 77 | Life Capital Wealth Management | Andreina | Gonzalez | Managing Director | 52 (55) 3300-5098 | 52 (55) 3300-33028 | info@lifecapitalonline.com | Paseo de los Tamarindos 400, piso 5 | Cuidad de Mexico | 5120 | Mexico | North America | 1.997 | https://www.linkedin.com/company/life-capital-wealth-management/ | http://www.lifecapitalonline.com/ | Life Capital is a multi-family office that advises individuals and families with important patrimonies in Latin America, regarding wealth management. We start from the principle that the value of a global wealth management approach is that the fortune is protected, grows and lasts for several generations. We integrate in a single vision all the heritage, assigning specialists for each theme, all aligned and oriented towards the same objective, that of the client. | MF | |||||||
| 78 | LTS Investments | André | Coelho de Souza | Director, Structuring | andre.coelho@lts-investments.com | people@lts-investments.com | R. Dr. Renato Paes de Barros, 1017 - 15 - Itaim Bibi | Sao Paulo | SP | 04530-001 | Brazil | South America | https://www.linkedin.com/in/andré-coelho-de-souza-1b89438b/ | https://www.linkedin.com/company/ltsinvestments/ | https://www.lts-investments.com/ | LTS Investments is a single-family office based at Sao Paulo, Brazil responsible for developing several businesses over the last 40 years. We are responsible for providing support to our partners' existing investments and to seek new investment opportunities. We have a flexible mandate in terms of region, sector and stage. Our main focus is to identify outstanding leaders and founders / entrepreneurs and to provide support for their businesses. | SF | |||||||
| LTS Investments | Eduardo | Saggioro | Partner | eduardo.saggioro@lts-investments.com | people@lts-investments.com | R. Dr. Renato Paes de Barros, 1017 - 15 - Itaim Bibi | Sao Paulo | SP | 04530-001 | Brazil | South America | https://www.linkedin.com/in/eduardo-saggioro-89656214/ | eduardo.saggioro@visagio.com | https://visagio.com/ | https://www.lts-investments.com/ | LTS Investments is a single-family office based at Sao Paulo, Brazil responsible for developing several businesses over the last 40 years. We are responsible for providing support to our partners' existing investments and to seek new investment opportunities. We have a flexible mandate in terms of region, sector and stage. Our main focus is to identify outstanding leaders and founders / entrepreneurs and to provide support for their businesses. | SF | |||||||
| 79 | Luxor Group | Mauricio | Mesquita | Controller | 55 (21) 2536-2300 | mmesquita@luxor.com.br | contato@luxor.com.br | Av. Niemeyer, 2 - Sala 111, Leblon | Rio de Janeiro | RJ | 22450-220 | Brazil | South America | https://www.linkedin.com/in/mauricio-mesquita-4268534a/ | Agribusiness, Public & Private Equity, Startups, Real Estate | 1.917 | https://www.linkedin.com/company/grupo-luxor/ | https://luxor.com.br/ | Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. | SF | ||||
| Luxor Group | Eduardo | Grabowsky | Managing Partner | 55 (21) 2536-2300 | eduardo@luxor.com.br | contato@luxor.com.br | Av. Niemeyer, 2 - Sala 111, Leblon | Rio de Janeiro | RJ | 22450-220 | Brazil | South America | https://www.linkedin.com/in/eduardo-grabowsky-66972413/ | Agribusiness, Public & Private Equity, Startups, Real Estate | 1.917 | https://www.linkedin.com/company/grupo-luxor/ | https://luxor.com.br/ | Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. | SF | |||||
| Luxor Group | Antonio | Azevedo | Managing Director | 55 (11) 98148-1177 | antonio@luxor.com.br | contato@luxor.com.br | Av. Niemeyer, 2 - Sala 111, Leblon | Rio de Janeiro | RJ | 22450-220 | Brazil | South America | https://www.linkedin.com/in/antonio-azevedo-9416a251/ | Agribusiness, Public & Private Equity, Startups, Real Estate | 1.917 | antonio@ineo.fo | https://ineo.fo/ | https://luxor.com.br/ | Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. | SF | ||||
| Luxor Group | Thiago | Estrella | Risk Management & Trading | Mobile: (21) 98772-0670 | thiagoestrella@yahoo.com.br | contato@luxor.com.br | Av. Niemeyer, 2 - Sala 111, Leblon | Rio de Janeiro | RJ | 22450-220 | Brazil | South America | https://www.linkedin.com/in/thiago-estrella-cga-77666323/ | Agribusiness, Public & Private Equity, Startups, Real Estate | 1.917 | https://www.linkedin.com/company/grupo-luxor/ | https://luxor.com.br/ | Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. | SF | |||||
| Luxor Group | Ivan | Gravatá | Investment Analyst | 55 (21) 2536-2300 | ivan@luxor.com.br | contato@luxor.com.br | Av. Niemeyer, 2 - Sala 111, Leblon | Rio de Janeiro | RJ | 22450-220 | Brazil | South America | https://www.linkedin.com/in/ivan-gravatá-b1473931/ | Agribusiness, Public & Private Equity, Startups, Real Estate | 1.917 | https://www.linkedin.com/company/grupo-luxor/ | https://luxor.com.br/ | Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. | SF | |||||
| 80 | Luzern Capital | Peter | Studer | Managing Partner | Direct: 56 9 9319 6582 | peter.studer@doppelmayr.com | San Sebastián 2807 of.715, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/peter-studer-4b02225b/ | Real Estate, Project Advice, Wealth Technology Platform, Cable Cars, Infrastructure, Biotechnology, Virtual Technology | 2.008 | pstuder@masttro.com | https://www.doppelmayr.com/de/unternehmen/niederlassungsfinder/chile/doppelmayr-chile-holding-spa/ | https://www.luzerncapital.cl/ | Luzern Capital is a “Multi Family Office Boutique” that was established in 2008, focused on independent financial advice for business families and private clients. Our main focus is on asset allocation and financial risk management, real estate and project advice, business evaluation, and global asset consolidation (using technology platforms like Bloomberg and Masttro). For this, we operate as a complement to the bankers, monitoring and evaluating their management and we provide effective coordination with the different bank counterparties that participate in the comprehensive management of our clients' financial assets. We maintain a wide international and local network with financial institutions and with business families. The large family economic groups in the world have historically developed an effective way of managing their wealth through their own family offices, which are made up of professionals selected by the family, who defend family interests, manage relationships with banks and financial entities, coordinating the work of the various specialists involved in asset management. Luzern Capital offers shared family office services between several families (Multi Family Office) that benefit from all our accumulated experience as expert advisors in the guidance, management and control of family assets, similar to that used by large family groups. | MF | ||||||
| Luzern Capital | Alexi | Olivares | Partner & Portfolio | alexi.olivares@luzerncapital.cl | San Sebastián 2807 of.715, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/alexi-fernando-olivares-ligena-0615114b/ | Real Estate, Project Advice, Wealth Technology Platform, Cable Cars, Infrastructure, Biotechnology, Virtual Technology | 2.008 | https://www.luzerncapital.cl/ | Luzern Capital is a “Multi Family Office Boutique” that was established in 2008, focused on independent financial advice for business families and private clients. Our main focus is on asset allocation and financial risk management, real estate and project advice, business evaluation, and global asset consolidation (using technology platforms like Bloomberg and Masttro). For this, we operate as a complement to the bankers, monitoring and evaluating their management and we provide effective coordination with the different bank counterparties that participate in the comprehensive management of our clients' financial assets. We maintain a wide international and local network with financial institutions and with business families. The large family economic groups in the world have historically developed an effective way of managing their wealth through their own family offices, which are made up of professionals selected by the family, who defend family interests, manage relationships with banks and financial entities, coordinating the work of the various specialists involved in asset management. Luzern Capital offers shared family office services between several families (Multi Family Office) that benefit from all our accumulated experience as expert advisors in the guidance, management and control of family assets, similar to that used by large family groups. | MF | ||||||||||
| 81 | LXG Multi Family Office | Felix | Segura | Managing Partner | 51 (1) 708-7400 | felix.segura@lxgmfo.com | info@lxgcapital.com | Av. Felipe Pardo y Aliaga 675, San Isidro | Lima | 15073 | Peru | South America | https://www.linkedin.com/in/felix-segura-3b7a9611/ | Alternative Investments, Private Illiquid Investments | 2.015 | https://www.linkedin.com/company/lxg-multi-family-office/ | http://www.lxgcapital.com/family.php | LXG Multi Family Office offers multi family office service in Lima, Peru and Buenos Aires, Argentina. | MF | Buenos Aires Office: Ortiz de Ocampo 3302, Modulo 1, piso 2, oficina 12, CP 1425, CABA, Buenos Aires, Argentina. | ||||
| LXG Multi Family Office | Rafael | Isola | Chief Investment Officer | 51 (1) 708-7400 | rafaelisola@gmail.com | info@lxgcapital.com | Av. Felipe Pardo y Aliaga 675, San Isidro | Lima | 15073 | Peru | South America | https://www.linkedin.com/in/rafaelisola/ | Alternative Investments, Private Illiquid Investments | 2.015 | contact@lxgcapital.com | https://www.linkedin.com/in/aldo-oyadomari-casani-59b43857/ | http://www.lxgcapital.com/family.php | LXG Multi Family Office offers multi family office service in Lima, Peru and Buenos Aires, Argentina. | MF | Buenos Aires Office: Ortiz de Ocampo 3302, Modulo 1, piso 2, oficina 12, CP 1425, CABA, Buenos Aires, Argentina. | ||||
| LXG Multi Family Office | Aldo | Oyadomari Casani | Wealth Management Analyst | 51 (1) 9 6403 9470 | aldo.oyadomari@gmail.com | info@lxgcapital.com | Av. Felipe Pardo y Aliaga 675, San Isidro | Lima | 15073 | Peru | South America | https://www.linkedin.com/in/aldo-oyadomari-59b43857/ | Alternative Investments, Private Illiquid Investments | 2.015 | https://www.linkedin.com/in/aldo-oyadomari-casani-59b43857/ | http://www.lxgcapital.com/family.php | LXG Multi Family Office offers multi family office service in Lima, Peru and Buenos Aires, Argentina. | MF | Buenos Aires Office: Ortiz de Ocampo 3302, Modulo 1, piso 2, oficina 12, CP 1425, CABA, Buenos Aires, Argentina. | |||||
| 82 | Maxiplan Ltda | Anderson | Trapp | Managing Diretor at Maxiplan Investimentos | 55 (47) 3451-4300 | 55 (47) 3451-4301 | anderson@maxiplan.com.br | maxiplan@maxiplan.com.br | Rua XV de Novembro, 1452 American Quarter | Joinville | SC | 89201-602 | Brazil | South America | https://www.linkedin.com/in/anderson-trapp-cfp®-9745aa20/ | 1.994 | https://www.linkedin.com/company/maxiplan-gest-o-empresarial-ltda/ | http://www.maxiplan.com.br/ | Maxiplan, founded in 1994 in Joinville, is a company specialized in the management of financial assets, whose excellence and professional experience are directed to the total commitment in the search for the best solution for its clients. Maxiplan provides multi family office service to its clients. | MF | ||||
| Maxiplan Ltda | Valdemiro | Trapp | Director at Maxiplan Gestão Empresarial Ltda | 55 (47) 3451-4300 | 55 (47) 3451-4301 | valdemiro@maxiplan.com.br | maxiplan@maxiplan.com.br | Rua XV de Novembro, 1452 American Quarter | Joinville | SC | 89201-602 | Brazil | South America | https://www.linkedin.com/in/valdemiro-alcides-trapp-85772039/ | 1.994 | https://www.linkedin.com/company/maxiplan-gest-o-empresarial-ltda/ | http://www.maxiplan.com.br/ | Maxiplan, founded in 1994 in Joinville, is a company specialized in the management of financial assets, whose excellence and professional experience are directed to the total commitment in the search for the best solution for its clients. Maxiplan provides multi family office service to its clients. | MF | |||||
| 83 | Megeve Investments | Nicolas | Banados | MD Private Equity, Venture Capital | 562 2241 3400 | ir@serabigold.com | Av. Senador Jaime Guzmán #3225, Renca | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/nicolasbanados/ | Private Equity, Venture Capital, Real Estate, Mining | ventas@banados.cl | http://www.banados.cl/ https://www.serabigold.com/corporate/directors-management/ https://haldeman.cl/ | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments is a single-family office located in Santiago, Chile. The firm also provides asset management and private equity investment services. The assets of the firm are managed by its executive management team. | SF | |||||||
| Megeve Investments | Julio | Dittborn | Principal Private Equity | 562 228 8656 | 562 207 1330 | jdittborn@megeve.cl | Asturias 280, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/julio-dittborn-b4b7932b/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||
| Megeve Investments | Diego | Grove | Head of Research, Portfolio Manager, Business Analyst | 562 228 8656 | 562 207 1330 | dgrove@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/diegogrove/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||
| Megeve Investments | Carolina | Margozzini | Vice President of Private Equity & Venture Capital | 562 228 8656 | 562 207 1330 | cmargozzini@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/carolina-margozzini-80097b4b/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||
| Megeve Investments | Felicia | Bocayuva | Portfolio Manager | 562 228 8656 | 562 207 1330 | fbocayuva@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | https://www.linkedin.com/in/felicia-bocayuva-4766a819/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||
| Megeve Investments | Viviana | Rubia | Managing Director | 562 228 8656 | 562 207 1330 | vrubia@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | |||||||||
| 84 | MFO Advisors | Carlos | Vial de Castro | Partner | 562 2 244 9700 | carlos.vial@mfo.cl | contacto@mfo.cl | Francisco de Aguirre 3720 Of. 01, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/carlos-vial-35b3506a/ | Equity Investments | 2.013 | https://www.linkedin.com/company/mfo-advisors/ | https://mfo.cl/ | MFO is a Multi Family Office that offers personalized wealth solutions to high net worth families and institutions. Since our foundation in 2013, our only activity has been independent wealth and financial advice. We actively support our clients in terms of investment decision making and tax, accounting and legal aspects. | MF | ||||||
| MFO Advisors | Matías | Eyzaguirre | Partner | 562 2 244 9700 | matias.eyzaguirre@mfo.cl | contacto@mfo.cl | Francisco de Aguirre 3720 Of. 01, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/matías-eyzaguirre-904341117/ | Equity Investments | 2.013 | https://www.linkedin.com/company/mfo-advisors/ | https://mfo.cl/ | MFO is a Multi Family Office that offers personalized wealth solutions to high net worth families and institutions. Since our foundation in 2013, our only activity has been independent wealth and financial advice. We actively support our clients in terms of investment decision making and tax, accounting and legal aspects. | MF | |||||||
| MFO Advisors | Rafael | Ariztía | Partner | 562 2 244 9700 | rafael.ariztia@mfo.cl | contacto@mfo.cl | Francisco de Aguirre 3720 Of. 01, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/rafael-ariztia-6a10052/ | Equity Investments | 2.013 | https://www.linkedin.com/company/mfo-advisors/ | https://mfo.cl/ | MFO is a Multi Family Office that offers personalized wealth solutions to high net worth families and institutions. Since our foundation in 2013, our only activity has been independent wealth and financial advice. We actively support our clients in terms of investment decision making and tax, accounting and legal aspects. | MF | |||||||
| MFO Advisors | Rafael | Carvallo | Partner | 562 2 244 9700 | rafael.carvallo@mfo.cl | contacto@mfo.cl | Francisco de Aguirre 3720 Of. 01, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/rafael-carvallo-93295134/ | Equity Investments | 2.013 | https://www.linkedin.com/company/mfo-advisors/ | https://mfo.cl/ | MFO is a Multi Family Office that offers personalized wealth solutions to high net worth families and institutions. Since our foundation in 2013, our only activity has been independent wealth and financial advice. We actively support our clients in terms of investment decision making and tax, accounting and legal aspects. | MF | |||||||
| MFO Advisors | Mathias | Radmann | Partner | Office: 562 2 244 9700, Direct: 56 2 3323 7005, Mobile: 56 9 9335, 6703 | mradmann@mfo.cl | contacto@mfo.cl | Francisco de Aguirre 3720 Of. 01, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/mathias-radmann-90626910b/ | Equity Investments | 2.013 | mesa@mfo.cl | https://www.linkedin.com/company/mfo-advisors/ | https://mfo.cl/ | MFO is a Multi Family Office that offers personalized wealth solutions to high net worth families and institutions. Since our foundation in 2013, our only activity has been independent wealth and financial advice. We actively support our clients in terms of investment decision making and tax, accounting and legal aspects. | MF | ||||||
| MFO Advisors | Matias | Eyzaguirre | Partner | Direct: 569 7 806 099 | matias.eyzaguirre@mfo.cl | contacto@mfo.cl | Francisco de Aguirre 3720 Of. 01, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/mat%C3%ADas-eyzaguirre-904341117/ | Equity Investments | 2.013 | mesa@mfo.cl | https://www.linkedin.com/company/mfo-advisors/ | https://mfo.cl/ | MFO is a Multi Family Office that offers personalized wealth solutions to high net worth families and institutions. Since our foundation in 2013, our only activity has been independent wealth and financial advice. We actively support our clients in terms of investment decision making and tax, accounting and legal aspects. | MF | ||||||
| 85 | Milenium Multi Family Office | Marcelo | Milech | Partner | 55 (21) 2533-7281 | marcelo@milenium.adm.br | contato@milenium.adm.br | R. Visconde de Pirajá, 414/ 802 Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | https://www.linkedin.com/in/marcelomilech/ | Real Estate | 1.961 | https://www.linkedin.com/company/milenium-multi-family-office/ | https://www.milenium.adm.br/ | Managing and managing assets requires time and experience. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Managing and managing assets requires time and responsibility. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Our family office structure aims to preserve the assets of families, helping to make important decisions on investments, finances and legal issues. Counseling and consultancy are handled responsibly and in a personalized manner. We take care of everything so you can enjoy your greatest asset: your family. | MF | ||||
| Milenium Multi Family Office | Guilherme | Scholl Bocaiuva | Investment Analyst | 55 (21) 2533-7281 | guilherme@milenium.adm.br | contato@milenium.adm.br | R. Visconde de Pirajá, 414/ 802 Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | https://www.linkedin.com/in/guilherme-scholl-bocaiuva-a48403180/ | Real Estate | 1.961 | https://www.linkedin.com/company/milenium-multi-family-office/ | https://www.milenium.adm.br/ | Managing and managing assets requires time and experience. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Managing and managing assets requires time and responsibility. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Our family office structure aims to preserve the assets of families, helping to make important decisions on investments, finances and legal issues. Counseling and consultancy are handled responsibly and in a personalized manner. We take care of everything so you can enjoy your greatest asset: your family. | MF | |||||
| Milenium Multi Family Office | Fabio | Frajblat Gorodicht | Partner | 55 (21) 2533-7281 | fabio@milenium.adm.br | contato@milenium.adm.br | R. Visconde de Pirajá, 414/ 802 Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | https://www.linkedin.com/in/fabio-frajblat-gorodicht-5b890510/ | Real Estate | 1.961 | fafrago@hotmail.com | https://www.linkedin.com/company/milenium-multi-family-office/ | https://www.milenium.adm.br/ | Managing and managing assets requires time and experience. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Managing and managing assets requires time and responsibility. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Our family office structure aims to preserve the assets of families, helping to make important decisions on investments, finances and legal issues. Counseling and consultancy are handled responsibly and in a personalized manner. We take care of everything so you can enjoy your greatest asset: your family. | MF | ||||
| 86 | Mont Capital Asset | Anderson | Luz | Partner, Director | 55 (11) 4858-0331 | andersonluz@montcapital.com.br | atendimento@montcapital.com.br | Rua Haddock Lobo, 684, 7º Andar, Cerqueira César | Sao Paulo | SP | 01414-000 | Brazil | South America | https://www.linkedin.com/in/anderson-luz-b5b6b823/ | Managed Portfolios, Investment Funds, Custom Structures | 2.015 | https://www.linkedin.com/company/mont-capital-gestao-recursos/ | https://www.montcapital.com.br/ | Mont Capital Asset is a multi family office platform, which allows families and individual investors to be served by professionals who deeply understand the financial market and who are focused on enhancing the returns on their investments. We operate on an open platform, connecting investors with the best investment options, in a simple and digital way! Mont Capital's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | ||||
| Mont Capital Asset | Fábio | Will | Partner, CTO | Mobile: 55 (11) 96428-0542 | fabiowill@icloud.com | atendimento@montcapital.com.br | Rua Haddock Lobo, 684, 7º Andar, Cerqueira César | Sao Paulo | SP | 01414-000 | Brazil | South America | https://www.linkedin.com/in/fabiowill/ | Managed Portfolios, Investment Funds, Custom Structures | 2.015 | Skype: fabio.henrique.alves.will | https://www.montcapital.com.br/ | Mont Capital Asset is a multi family office platform, which allows families and individual investors to be served by professionals who deeply understand the financial market and who are focused on enhancing the returns on their investments. We operate on an open platform, connecting investors with the best investment options, in a simple and digital way! Mont Capital's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | |||||
| 87 | Multi Family Office Chile | Vicapital | Ignacio | Silva Lombardi | Partner | 562 2233 6060 | isilva@vicapital.cl | contacto@vicapital.cl | Apoquindo 3000, Oficina 1501, Las Condes | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/ignacio-silva-17294756/ | Alternative Investments, Hedge Funds, Private Equity | 2.012 | https://www.linkedin.com/company/vicapitala/ | https://vicapital.cl/ | Vicapital offers independent advice on investment management to individuals, families and foundations, through a personalized and tailored service. We have a team of professionals with outstanding experience in investments, dedicated exclusively to the care of our clients' assets. We are an independent company, in which our sole objective is to identify the best market opportunities and advise our clients according to their objectives. We have a highly experienced team, where the partners are fully involved in the relationship with each client. The wealth advice of our clients is our only business, which allows us to have exclusive dedication and be specialists. We believe in long-term relationships, so confidentiality and transparency are essential pillars of our company to generate bonds of trust. | MF | ||||||
| Multi Family Office Chile | Vicapital | Daniela | Infante Stewart | Partner | 562 2233 6060 | dinfante@vicapital.cl | contacto@vicapital.cl | Apoquindo 3000, Oficina 1501, Las Condes | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/daniela-infante-stewart-3b64701a3/ | Alternative Investments, Hedge Funds, Private Equity | 2.012 | https://www.linkedin.com/company/vicapitala/ | https://vicapital.cl/ | Vicapital offers independent advice on investment management to individuals, families and foundations, through a personalized and tailored service. We have a team of professionals with outstanding experience in investments, dedicated exclusively to the care of our clients' assets. We are an independent company, in which our sole objective is to identify the best market opportunities and advise our clients according to their objectives. We have a highly experienced team, where the partners are fully involved in the relationship with each client. The wealth advice of our clients is our only business, which allows us to have exclusive dedication and be specialists. We believe in long-term relationships, so confidentiality and transparency are essential pillars of our company to generate bonds of trust. | MF | |||||||
| Multi Family Office Chile | Vicapital | Emiliano | Villaseca Gorman | Partner | 562 2233 6060 | evillaseca@vicapital.cl | contacto@vicapital.cl | Apoquindo 3000, Oficina 1501, Las Condes | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/emiliano-villaseca-97b409167/ | Alternative Investments, Hedge Funds, Private Equity | 2.012 | https://www.linkedin.com/company/vicapitala/ | https://vicapital.cl/ | Vicapital offers independent advice on investment management to individuals, families and foundations, through a personalized and tailored service. We have a team of professionals with outstanding experience in investments, dedicated exclusively to the care of our clients' assets. We are an independent company, in which our sole objective is to identify the best market opportunities and advise our clients according to their objectives. We have a highly experienced team, where the partners are fully involved in the relationship with each client. The wealth advice of our clients is our only business, which allows us to have exclusive dedication and be specialists. We believe in long-term relationships, so confidentiality and transparency are essential pillars of our company to generate bonds of trust. | MF | |||||||
| 88 | N/A | Cida | Souza | Portfolio Manager | 55 (11) 3073-3038 | cida_esaber@hotmail.com | Avenida Brigadeiro Faria Lima, nº 3.400 | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/cida-souza-b3092a10/ | 2.012 | cida.souza@itaubba.com | https://www.glovista.net/1016590.pdf | Cida Souza, a Portfolio manager at a single family office firm based in Sao Paulo, Brazil. | SF | ||||||
| 89 | N/A | Diego | Cubas | Finance & Investments | cubasdiego@gmail.com | Sao Paulo | SP | N/A | Brazil | South America | https://www.linkedin.com/in/diego-cubas-05639727/ | Diego Cubas holds the position of Finance & Investments at a Single Family Office firm in São Paulo Area, Brazil. | SF | |||||||||||
| 90 | N/A | Daniel | Del Rio | Single Family Office Director | 52 55 4056-8741 | ddelrio@accesscapital.com.mx | Av. de la Palma 8, Huixquilucan | Estado de México | Mexico | North America | https://www.linkedin.com/in/daniel-del-rio-54486340/ | Venture Capital, Private Equity, Real Estate, Houses, Townhouses and Multifamilies in Mexico and Miami, FL | 2.017 | contacto@habituscapital.mx | https://accesscapital.com.mx/#equipo https://www.habituscapital.mx/ | Daniel Del Rio serves as Single Family Office Director for a single family office firm in Mexico City Area, Mexico. | SF | |||||||
| 91 | N/A | Patricia | Bolotta | Executive Assistant | patricia.bolotta@uvidigal.com.br | Avenida Brigadeiro Faria Lima 2601, 2601, Andar 10, Conj. 101, Jardim Paulistano | Sao Paulo | SP | 01452-924 | Brazil | South America | https://www.linkedin.com/in/patricia-bolotta-b069b347/ | Patricia Bolotta holds the position of Executive Assistant at a Single Family Office based in Sao Paulo, Brazil. | SF | ||||||||||
| 92 | Naopim Family Office | Anna Carolina | Soares Bermudes | Partner | 55 (21) 2533-5525 | annacarolina@naopim.com | naopim@naopim.com | Rua João Lira 102, 102 - Leblon | Centro | RJ | 22430-210 | Brazil | South America | Real Estate, Succession Planning, Business Succession, Property Protection, Family Agreements, Disabling Illnesses, Real Estate, Art Law, Luxury Assets, Family Office for Family Office, Financial Market Translation, Unexpected Earnings and Liquidity Events, Perspectives for the Next Generation, Family Office, Heritage | 1.990 | https://www.linkedin.com/company/naopim/ | http://www.naopim.com.br/ | Naopim Family Office operates as a multi family office firm in Rio de Janeiro, Brazil. | MF | |||||
| Naopim Family Office | Emilio | Soares | Partner, Lawyer | 55 (21) 2533-5525 | emilio@naopim.com | naopim@naopim.com | Rua João Lira 102, 102 - Leblon | Rio de Janeiro | RJ | 22430-210 | Brazil | South America | https://www.linkedin.com/in/emilio-soares-3813966/ | Real Estate, Succession Planning, Business Succession, Property Protection, Family Agreements, Disabling Illnesses, Real Estate, Art Law, Luxury Assets, Family Office for Family Office, Financial Market Translation, Unexpected Earnings and Liquidity Events, Perspectives for the Next Generation, Family Office, Heritage | 1.990 | https://www.linkedin.com/company/naopim/ | http://www.naopim.com.br/ | Naopim Family Office operates as a multi family office firm in Rio de Janeiro, Brazil. | MF | |||||
| Naopim Family Office | Fernanda | Mendes | Partner, Lawyer | 55 (21) 2533-5525 | fernanda@naopim.com | naopim@naopim.com | Rua João Lira 102, 102 - Leblon | Centro | RJ | 22430-210 | Brazil | South America | https://www.linkedin.com/in/fernanda-mendes-490b7614/ | Real Estate, Succession Planning, Business Succession, Property Protection, Family Agreements, Disabling Illnesses, Real Estate, Art Law, Luxury Assets, Family Office for Family Office, Financial Market Translation, Unexpected Earnings and Liquidity Events, Perspectives for the Next Generation, Family Office, Heritage | 1.990 | https://www.linkedin.com/company/naopim/ | http://www.naopim.com.br/ | Naopim Family Office operates as a multi family office firm in Rio de Janeiro, Brazil. | MF | |||||
| Naopim Family Office | Juliana | Capdeville | Partner, Lawyer | 55 (21) 2533-5525 | juliana@naopim.com | naopim@naopim.com | Rua João Lira 102, 102 - Leblon | Centro | RJ | 22430-210 | Brazil | South America | https://www.linkedin.com/in/juliana-capdeville-927b97111/ | Real Estate, Succession Planning, Business Succession, Property Protection, Family Agreements, Disabling Illnesses, Real Estate, Art Law, Luxury Assets, Family Office for Family Office, Financial Market Translation, Unexpected Earnings and Liquidity Events, Perspectives for the Next Generation, Family Office, Heritage | 1.990 | https://www.linkedin.com/company/naopim/ | http://www.naopim.com.br/ | Naopim Family Office operates as a multi family office firm in Rio de Janeiro, Brazil. | MF | |||||
| 93 | NAU Capital | Daniel | Prado | Founding Partner | 55 (31) 3058-1801 | daniel.prado@naucapital.com.br | contato@naucapital.com.br | Av. Getúlio Vargas 258, 15o andar, Funcionário | Belo Horizonte | MG | 30112-020 | Brazil | South America | https://www.linkedin.com/in/daniel-prado-3815b93b/ | Equity, Gross, Structured Operations Management | 2.020 | https://www.linkedin.com/company/nau-capital/ | https://naucapital.com.br/ | NAU Capital is a Multi-Family Office that operates in three main business areas: equity, gross and structured operations management. Our goal is to direct capital and intelligence through innovative frameworks for optimization, perpetuity and heritage preservation. | MF | ||||
| NAU Capital | Vanessa | Maluf | Partner | vanessa.maluf@naucapital.com.br | contato@naucapital.com.br | Rua Amauri 305, 6o andar, Jardim Europa | Sao Paulo | SP | 01448-000 | Brazil | South America | https://www.linkedin.com/in/vanessa-maluf-cfp®-56b9b15b/ | Equity, Gross, Structured Operations Management | 2.020 | https://www.linkedin.com/company/nau-capital/ | https://naucapital.com.br/ | NAU Capital is a Multi-Family Office that operates in three main business areas: equity, gross and structured operations management. Our goal is to direct capital and intelligence through innovative frameworks for optimization, perpetuity and heritage preservation. | MF | ||||||
| NAU Capital | Evandro | Bertho | Co-Founder | evandro.bertho@naucapital.com.br | contato@naucapital.com.br | Av. Getúlio Vargas 258, 15o andar, Funcionário | Belo Horizonte | MG | 30112-020 | Brazil | South America | https://www.linkedin.com/in/evandro-bertho-586a3053/ | Equity, Gross, Structured Operations Management | 2.020 | https://www.linkedin.com/company/nau-capital/ | https://naucapital.com.br/ | NAU Capital is a Multi-Family Office that operates in three main business areas: equity, gross and structured operations management. Our goal is to direct capital and intelligence through innovative frameworks for optimization, perpetuity and heritage preservation. | MF | ||||||
| NAU Capital | Nathalia | Paulino | Co-Founder | nathalia.paulino@naucapital.com.br | contato@naucapital.com.br | Rua Amauri 305, 6o andar, Jardim Europa | Sao Paulo | SP | 01448-000 | Brazil | South America | https://www.linkedin.com/in/nathaliapaulino/ | Equity, Gross, Structured Operations Management | 2.020 | nathaliapaulino@bancobbm.com.br | https://www.linkedin.com/company/nau-capital/ | https://naucapital.com.br/ | NAU Capital is a Multi-Family Office that operates in three main business areas: equity, gross and structured operations management. Our goal is to direct capital and intelligence through innovative frameworks for optimization, perpetuity and heritage preservation. | MF | |||||
| NAU Capital | Andre | Moura | Partner | andre.moura@naucapital.com.br | contato@naucapital.com.br | Rua Amauri 305, 6o andar, Jardim Europa | Sao Paulo | SP | 01448-000 | Brazil | South America | https://www.linkedin.com/in/andre-moura-cfp-1b9240209/ | Equity, Gross, Structured Operations Management | 2.020 | https://www.linkedin.com/company/nau-capital/ | https://naucapital.com.br/ | NAU Capital is a Multi-Family Office that operates in three main business areas: equity, gross and structured operations management. Our goal is to direct capital and intelligence through innovative frameworks for optimization, perpetuity and heritage preservation. | MF | ||||||
| 94 | NEBRASKA CAPITAL | Rafael | Bonaspetti Chadanowicz | Wealth Management | 55 (51) 3407-5265 | rafael.chadanowicz@nebraskacapital.com.br | nebraskacapital@nebraskacapital.com.br | Av. Carlos Gomes, 400/703 - Bairro Boa Vista | Porto Alegre | RS | 90480-900 | Brazil | South America | https://www.linkedin.com/in/rafaelchadanowicz/ | 2.008 | R$1.08B | https://www.linkedin.com/company/nebraskacapital/ | https://nebraskacapital.com.br/ | Nebraska's Wealth is the structure dedicated to investing our clients' excess capital. The service is offered to people who want their assets to be professionally managed, seeking to preserve their assets and, at the same time, achieve above-average results. It is a personalized service in which the strategy is determined according to the investor's objectives and profile. In addition, it enables an important alignment between client and manager, unlike what we find in banks and brokerages. Structure developed to perpetuate family assets, encompassing financial planning and management, risk control, legal, tax, legal monitoring and succession planning. | MF | ||||
| NEBRASKA CAPITAL | Bruno | Otávio Claudino | Managing Partner | 55 (51) 3407-5265 | bruno.claudino@nebraskacapital.com.br | nebraskacapital@nebraskacapital.com.br | Av. Carlos Gomes, 400/703 - Bairro Boa Vista | Porto Alegre | RS | 90480-900 | Brazil | South America | https://www.linkedin.com/in/bruno-otávio-claudino-69a086177/ | 2.008 | R$1.08B | https://www.linkedin.com/company/nebraskacapital/ | https://nebraskacapital.com.br/ | Nebraska's Wealth is the structure dedicated to investing our clients' excess capital. The service is offered to people who want their assets to be professionally managed, seeking to preserve their assets and, at the same time, achieve above-average results. It is a personalized service in which the strategy is determined according to the investor's objectives and profile. In addition, it enables an important alignment between client and manager, unlike what we find in banks and brokerages. Structure developed to perpetuate family assets, encompassing financial planning and management, risk control, legal, tax, legal monitoring and succession planning. | MF | |||||
| NEBRASKA CAPITAL | Rafael | Sá | Managing Partner | Mobile: 55 (51) 9151-2929 | rafael.sa@nebraskacapital.com.br | nebraskacapital@nebraskacapital.com.br | Av. Carlos Gomes, 400/703 - Bairro Boa Vista | Porto Alegre | RS | 90480-900 | Brazil | South America | https://www.linkedin.com/in/rafael-sá-02767218a/ | 2.008 | R$1.08B | executivo@institutoculturalfloresta.org.br | https://institutoculturalfloresta.org.br/ | https://nebraskacapital.com.br/ | Nebraska's Wealth is the structure dedicated to investing our clients' excess capital. The service is offered to people who want their assets to be professionally managed, seeking to preserve their assets and, at the same time, achieve above-average results. It is a personalized service in which the strategy is determined according to the investor's objectives and profile. In addition, it enables an important alignment between client and manager, unlike what we find in banks and brokerages. Structure developed to perpetuate family assets, encompassing financial planning and management, risk control, legal, tax, legal monitoring and succession planning. | MF | ||||
| NEBRASKA CAPITAL | Leonardo | Fração | Managing Partner | 55 (51) 3407-5265 | leonardo.fracao@nebraskacapital.com.br | nebraskacapital@nebraskacapital.com.br | Av. Carlos Gomes, 400/703 - Bairro Boa Vista | Porto Alegre | RS | 90480-900 | Brazil | South America | https://www.linkedin.com/in/leonardo-f-52b926159/ | 2.008 | R$1.08B | https://www.linkedin.com/company/nebraskacapital/ | https://nebraskacapital.com.br/ | Nebraska's Wealth is the structure dedicated to investing our clients' excess capital. The service is offered to people who want their assets to be professionally managed, seeking to preserve their assets and, at the same time, achieve above-average results. It is a personalized service in which the strategy is determined according to the investor's objectives and profile. In addition, it enables an important alignment between client and manager, unlike what we find in banks and brokerages. Structure developed to perpetuate family assets, encompassing financial planning and management, risk control, legal, tax, legal monitoring and succession planning. | MF | |||||
| 95 | Nexus Investimentos, Participações e Locações - Family Office | Antonio | Rubens Camilotti Filho | Investment Analyst | 55 (41) 3406-9832 | contabilidade@seivacamilotti.com.br | Av. Dario Lopes dos Santos, 2197 - Andar 7, Bloco A | Curitiba | PR | 80210-010 | Brazil | South America | https://www.linkedin.com/in/camilottiantonio/ | Liquid Asset Classes in the Brazilian market (Fixed Income, Hedge Funds and Equities) Fixed Income, Hedge Funds, Equity, Private Equity, Venture Capital, Real Estate | 2.010 | comercioexterior@seivacamilotti.com.br, vendas@seivacamilotti.com.br | http://www.seivacamilotti.com.br/ | https://www.linkedin.com/company/nexus-investimentos-participa%C3%A7%C3%B5es-e-loca%C3%A7%C3%B5es-family-office/ | Nexus is a Single Family Office based in Curitiba, Brazil. | SF | ||||
| Nexus Investimentos, Participações e Locações - Family Office | Alvaro | Lehmann | Real Estate Analyst | Mobile: 55 (41) 99849-9871 | alvarolmfl@hotmail.com | Av. Dario Lopes dos Santos, 2197 - Andar 7, Bloco A | Curitiba | PR | 80210-010 | Brazil | South America | https://www.linkedin.com/in/alvaro-lehmann-136a81a6/ | Liquid Asset Classes in the Brazilian market (Fixed Income, Hedge Funds and Equities) Fixed Income, Hedge Funds, Equity, Private Equity, Venture Capital, Real Estate | 2.010 | https://www.linkedin.com/company/nexus-investimentos-participa%C3%A7%C3%B5es-e-loca%C3%A7%C3%B5es-family-office/ | Nexus is a Single Family Office based in Curitiba, Brazil. | SF | |||||||
| 96 | Noosa Capital | Andres | Correa | Founding Partner | 562 2394 1609 | ac@noosa.cl | info@noosa.cl | Avenida Santa María 5888, Piso 2, Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/andres-correa-b6a31844/ | 2.018 | https://www.linkedin.com/company/noosacapital/ | https://www.noosa.cl/ | Noosa Capital is a Multi Family Office, founded by the former partners of Munita, Cruzat & Claro (MCC), who for many years have worked together, sharing the same values, culture and investment philosophy. We are totally independent and exclusively dedicated to investment advice and tax guidance for high net worth families. The team of professionals has more than 20 years of experience in the areas of investment, consulting and tax planning. | MF | |||||||
| Noosa Capital | Isabel | Olivos | Partner | 562 2394 1609 | io@noosa.cl | info@noosa.cl | Avenida Santa María 5888, Piso 2, Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/isabel-olivos-urrutia-2a71a9172/ | 2.018 | https://www.linkedin.com/company/noosacapital/ | https://www.noosa.cl/ | Noosa Capital is a Multi Family Office, founded by the former partners of Munita, Cruzat & Claro (MCC), who for many years have worked together, sharing the same values, culture and investment philosophy. We are totally independent and exclusively dedicated to investment advice and tax guidance for high net worth families. The team of professionals has more than 20 years of experience in the areas of investment, consulting and tax planning. | MF | ||||||||
| Noosa Capital | Juan | Cristóbal Alcalde | Founding Partner | 56 2 2394 1600, 56 9 7849 4206 | ja@noosa.cl | info@noosa.cl | Avenida Santa María 5888, Piso 2, Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/juancristobalalcaldealfaro/ | 2.018 | https://www.linkedin.com/company/noosacapital/ | https://www.noosa.cl/ | Noosa Capital is a Multi Family Office, founded by the former partners of Munita, Cruzat & Claro (MCC), who for many years have worked together, sharing the same values, culture and investment philosophy. We are totally independent and exclusively dedicated to investment advice and tax guidance for high net worth families. The team of professionals has more than 20 years of experience in the areas of investment, consulting and tax planning. | MF | ||||||||
| Noosa Capital | Pablo | Lewin | Founding Partner | 562 2394 1609 | pl@noosa.cl | info@noosa.cl | Avenida Santa María 5888, Piso 2, Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/pablo-lewin-guzmán-7391a8172/ | 2.018 | https://www.linkedin.com/company/noosacapital/ | https://www.noosa.cl/ | Noosa Capital is a Multi Family Office, founded by the former partners of Munita, Cruzat & Claro (MCC), who for many years have worked together, sharing the same values, culture and investment philosophy. We are totally independent and exclusively dedicated to investment advice and tax guidance for high net worth families. The team of professionals has more than 20 years of experience in the areas of investment, consulting and tax planning. | MF | ||||||||
| Noosa Capital | Ramón | Suárez | Founding Partner | 562 2394 1609 | rs@noosa.cl | info@noosa.cl | Avenida Santa María 5888, Piso 2, Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/suarez-ramon-467163a/ | 2.018 | https://www.linkedin.com/company/noosacapital/ | https://www.noosa.cl/ | Noosa Capital is a Multi Family Office, founded by the former partners of Munita, Cruzat & Claro (MCC), who for many years have worked together, sharing the same values, culture and investment philosophy. We are totally independent and exclusively dedicated to investment advice and tax guidance for high net worth families. The team of professionals has more than 20 years of experience in the areas of investment, consulting and tax planning. | MF | ||||||||
| Noosa Capital | Santiago | Munita | Partner | 56 9 6777 5111 | sm@noosa.cl | info@noosa.cl | Avenida Santa María 5888, Piso 2, Vitacura | Santiago de Chile | Chile | South America | https://www.linkedin.com/in/santiagomunita/ | 2.018 | https://www.linkedin.com/company/noosacapital/ | https://www.noosa.cl/ | Noosa Capital is a Multi Family Office, founded by the former partners of Munita, Cruzat & Claro (MCC), who for many years have worked together, sharing the same values, culture and investment philosophy. We are totally independent and exclusively dedicated to investment advice and tax guidance for high net worth families. The team of professionals has more than 20 years of experience in the areas of investment, consulting and tax planning. | MF | ||||||||
| 97 | Orion Advisors SA | Gregor | Schmid | Partner | office@orion-advisors.net | Ruta 8 km 17.5, ed @2, Of.402 | Montevideo | 91600 | Uruguay | South America | https://www.linkedin.com/in/gregor-schmid-98aa11135/ | Fund/Portfolio Management, Renewable Energy, Real Estate, Health and Hospital Services, Telecom, Technology to Agri-Business | https://orion-advisors.net/ | Orion Advisors is a multi-family office, offering truly independent services and solutions to our clients. Orion Advisors is a family office and advisory firm, offering wealth planning, structuring and management solutions and services. We make sure your family values and personal needs are well taken care of. We provide tailor made solutions and personalized services. We are dedicated and focused on each client personally and discreetly. We are a Multi Family Office headquartered in Montevideo (Uruguay) with partner offices in Buenos Aires and Zurich. We attempt to offer a full range of services and give our clients equitable, customized solutions for the administration, structuring and management of family holdings and its assets. In each of the jurisdictions we aim to work within the ruling regulatory framework through our respective partner companies. | MF | |||||||||
| 98 | Oslo Patrimônio | Leonardo | Costa | Founding Partner | 55 (51) 3332-5258 | costa@oslopatrimonio.com.br | Av. Plínio Brasil Milano, Nº 757 - Sala 803 - Bairro Auxiliadora | Porto Alegre | RS | 90520-002 | Brazil | South America | https://www.linkedin.com/in/leonardo-m-costa/ | Real Estate Investment Fund | 2.010 | $100M | leonardo.costa@hamptoncreditos.com.br | https://hamptoncreditos.com.br/ https://www.cicloempreendedor.com.br/ | http://oslopatrimonio.com.br/ | Oslo Patrimônio, a Multi-Family Office firm located in Porto Alegre - RS, Brasil. | MF | |||
| 99 | Pacta Capital | José Carlos | Cortina | Partner | 52 (55) 2167-6010 | informacion@pacta.mx | Bosque de Radiatas 10, 301 Bosques de las Lomas | Mexico City | DF | 05120 | Mexico | North America | https://www.linkedin.com/in/jose-carlos-cortina-y-cortina-003550a9/ | 2.012 | privacidaddatos@pacta.mx | https://www.linkedin.com/in/eduardo-martínez-silva-2a854348/ | http://www.pacta.mx/ | PACTA CAPITAL is a different way of managing investments in personal and family assets, always with the fundamental premise of operating without conflict of interest. Through this investment model, we improve the management of your investment portfolio, we establish a strategy with clear and specific objectives and procedures that allow you to have greater protection of your money and at the same time achieve the objective of growing your capital. PACTA CAPITAL is a firm specialized in the management of both private and institutional portfolios. The team has more than 25 years of experience occupying senior management positions in Mexican financial institutions with proven capacity in managing the resources of individuals, institutions, SIEFORES, Pension Funds, Investment Companies, Portfolio Management and Corporate Resources. At PACTA CAPITAL, in addition to being your asset investment advisers, we act as executors of financial solutions that can range from shielding your assets to the orderly transfer of your assets to new generations. Being aligned with your interests, we help you define, structure and implement planning according to your priorities and needs under a 360º vision. | MF | |||||
| Pacta Capital | Esteban | Del Cueto García | Independent Financial Advisor | 52 (55) 2167-6320 | informacion@pacta.mx | Bosque de Radiatas 10, 301 Bosques de las Lomas | Mexico City | DF | 05120 | Mexico | North America | https://www.linkedin.com/in/esteban-del-cueto-garcía-3a74203a/ | 2.012 | privacidaddatos@pacta.mx | https://www.linkedin.com/in/eduardo-martínez-silva-2a854348/ | http://www.pacta.mx/ | PACTA CAPITAL is a different way of managing investments in personal and family assets, always with the fundamental premise of operating without conflict of interest. Through this investment model, we improve the management of your investment portfolio, we establish a strategy with clear and specific objectives and procedures that allow you to have greater protection of your money and at the same time achieve the objective of growing your capital. PACTA CAPITAL is a firm specialized in the management of both private and institutional portfolios. The team has more than 25 years of experience occupying senior management positions in Mexican financial institutions with proven capacity in managing the resources of individuals, institutions, SIEFORES, Pension Funds, Investment Companies, Portfolio Management and Corporate Resources. At PACTA CAPITAL, in addition to being your asset investment advisers, we act as executors of financial solutions that can range from shielding your assets to the orderly transfer of your assets to new generations. Being aligned with your interests, we help you define, structure and implement planning according to your priorities and needs under a 360º vision. | MF | ||||||
| 100 | Península Participações | Gabriel | Casella | Private Equity & Venture Capital | 55 (11) 3702-5100 | 55 (11) 3372-7676 | gabriel.casella@peninsulapart.com.br | contato@peninsulapart.com.br | Av. Brig. Faria Lima, 2055, 15º andar, Jardim Paulistano | Sao Paulo | SP | 01452-001 | Brazil | South America | https://www.linkedin.com/in/gabriel-casella-cfa/ | Atrategic Assets, Private Equity, Real Estate and Asset Management | 2.006 | R$10B | https://www.linkedin.com/company/pen%C3%ADnsula-participa%C3%A7%C3%B5es/ | http://www.peninsulapart.com.br/ | Península is a private investment firm, focused on long-term value creation with an owner-approach to investing. Founded in 2006 by Abilio Diniz, and some other family members, Península currently manages proprietary assets from the Diniz family across private and liquid investment vehicles. Primary investment activities include strategic assets, private equity, real estate and asset management. | SF | ||
| Península Participações | Abilio | Diniz | President | 55 (11) 3702-5100 | 55 (11) 3372-7676 | abilio@peninsulapart.com.br | contato@peninsulapart.com.br | Av. Brig. Faria Lima, 2055, 15º andar, Jardim Paulistano | Sao Paulo | SP | 01452-001 | Brazil | South America | https://www.linkedin.com/in/abiliodiniz/ | Atrategic Assets, Private Equity, Real Estate and Asset Management | 2.006 | R$10B | https://www.linkedin.com/company/pen%C3%ADnsula-participa%C3%A7%C3%B5es/ | http://www.peninsulapart.com.br/ | Península is a private investment firm, focused on long-term value creation with an owner-approach to investing. Founded in 2006 by Abilio Diniz, and some other family members, Península currently manages proprietary assets from the Diniz family across private and liquid investment vehicles. Primary investment activities include strategic assets, private equity, real estate and asset management. | SF | |||
| Península Participações | Felipe | Hamaoui | Partner, Private Equity | 55 (11) 3702-5100 | 55 (11) 3702-5100 | felipe.hamaoui@peninsulapart.com.br | contato@peninsulapart.com.br | Av. Brig. Faria Lima, 2055, 15º andar, Jardim Paulistano | Sao Paulo | SP | 01452-001 | Brazil | South America | https://www.linkedin.com/in/felipe-hamaoui-8251b653/ | Atrategic Assets, Private Equity, Real Estate and Asset Management | 2.006 | R$10B | https://www.linkedin.com/company/pen%C3%ADnsula-participa%C3%A7%C3%B5es/ | http://www.peninsulapart.com.br/ | Península is a private investment firm, focused on long-term value creation with an owner-approach to investing. Founded in 2006 by Abilio Diniz, and some other family members, Península currently manages proprietary assets from the Diniz family across private and liquid investment vehicles. Primary investment activities include strategic assets, private equity, real estate and asset management. | SF | |||
| 101 | Pianezze Family Office | João Alberto | Domenici | Head of Single Family Office | 55 (11) 2107-6699 | beto.domenici@hotmail.com | Av. Chedid Jafet, 222, Bloco B, 3º Andar, Vila Olímpia | Sao Paulo | SP | 04551-065 | Brazil | South America | https://www.linkedin.com/in/beto-domenici-cfa-cfp®-5711636/ | Private Equity | 2.017 | https://twitter.com/BetoDomenici | Pianezze Family Office, a Sao Paulo, Brazil-based Single Family Office firm for the Pianezze Family. | SF | ||||||
| Pianezze Family Office | Renato | Giraldi | Single Family Office & Investor | Mobile: 55 (11) 99929-1988 | 55 (11) 2107-6699 | renato.giraldi@outlook.com | Av. Chedid Jafet, 222, Bloco B, 3º Andar, Vila Olímpia | Sao Paulo | SP | 04551-065 | Brazil | South America | Private Equity | 2.017 | https://twitter.com/giraldirenato | Pianezze Family Office, a Sao Paulo, Brazil-based Single Family Office firm for the Pianezze Family. | SF | |||||||
| 102 | PICTON | Gregorio | Donoso | Founding Partner, Co-Head of Multi-Family Office | 562] 2241 6000 | gd@picton.cl | Apoquindo 2929, 22nd Floor | Las Condes | Santiago | 7550246 | Chile | South America | 2.002 | https://www.linkedin.com/company/picton-advisors/ | http://picton.cl/ | PICTON is an independent investment advisory firm serving high-net-worth individuals and institutional investors throughout Chile, Peru and Colombia. | MF | |||||||
| PICTON | Augusto | Undurraga | Founding Partner, Co-Head of Multi-Family Office | 562] 2241 6000 | au@picton.cl | Apoquindo 2929, 22nd Floor | Las Condes | Santiago | 7550246 | Chile | South America | https://www.linkedin.com/in/augusto-undurraga-a1368247/ | 2.002 | https://www.linkedin.com/company/picton-advisors/ | http://picton.cl/ | PICTON is an independent investment advisory firm serving high-net-worth individuals and institutional investors throughout Chile, Peru and Colombia. | MF | |||||||
| PICTON | Jose Miguel | Ureta | Founding Partner, Chief Investment Officer | 562] 2241 6000 | jmu@picton.cl | Apoquindo 2929, 22nd Floor | Las Condes | Santiago | 7550246 | Chile | South America | https://www.linkedin.com/in/jose-miguel-ureta-cardoen-6a3a7258/ | 2.002 | https://www.linkedin.com/company/picton-advisors/ | http://picton.cl/ | PICTON is an independent investment advisory firm serving high-net-worth individuals and institutional investors throughout Chile, Peru and Colombia. | MF | |||||||
| PICTON | Paulo | Tisi | Partner, Head of Fixed Income | 562] 2241 6000 | pt@picton.cl | Apoquindo 2929, 22nd Floor | Las Condes | Santiago | 7550246 | Chile | South America | https://www.linkedin.com/in/paulo-tisi-77b24239/ | 2.002 | https://www.linkedin.com/company/picton-advisors/ | http://picton.cl/ | PICTON is an independent investment advisory firm serving high-net-worth individuals and institutional investors throughout Chile, Peru and Colombia. | MF | |||||||
| PICTON | Jose Luis | Vergara | Partner, Head of Equities | 562] 2241 6000 | jlv@picton.cl | Apoquindo 2929, 22nd Floor | Las Condes | Santiago | 7550246 | Chile | South America | https://www.linkedin.com/in/jose-luis-vergara-83814624/ | 2.002 | https://www.linkedin.com/company/picton-advisors/ | http://picton.cl/ | PICTON is an independent investment advisory firm serving high-net-worth individuals and institutional investors throughout Chile, Peru and Colombia. | MF | |||||||
| 103 | Portfolio Capital S.A Multi Family Office | Arturo | Gutierrez | Portfolio Manager | 56 2 2433 2227 | ag@portfoliocapital.cl | info@portfoliocapital.cl | Av. Vitacura 3565 Piso 12, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/arturo-gutierrez-3b0471/ | 2.001 | https://www.portfoliocapital.cl/ | Portfolio Capital is an investment management consulting firm that operates as Multi Family Office, delivering to its clients - families and high-net worth entities - an integral, independent and dedicated consultancy for the management of their assets. The global financial crisis has shown that financial markets are increasingly complex, volatile and cyclical; And that investment alternatives evolve rapidly. Given this, high-equity investors have been forced to have a professional, independent and transparent management of their assets. This has generated a special boost to Multi Family Offices with a high technical profile, such as Portfolio Capital. | MF | ||||||||
| Portfolio Capital S.A Multi Family Office | Manuel | Herrera | Founding Partner | 56 2 2433 2227 | mh@portfoliocapital.cl | info@portfoliocapital.cl | Av. Vitacura 3565 Piso 12, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/manuel-herrera-b1045153/ | 2.001 | https://www.portfoliocapital.cl/ | Portfolio Capital is an investment management consulting firm that operates as Multi Family Office, delivering to its clients - families and high-net worth entities - an integral, independent and dedicated consultancy for the management of their assets. The global financial crisis has shown that financial markets are increasingly complex, volatile and cyclical; And that investment alternatives evolve rapidly. Given this, high-equity investors have been forced to have a professional, independent and transparent management of their assets. This has generated a special boost to Multi Family Offices with a high technical profile, such as Portfolio Capital. | MF | |||||||||
| Portfolio Capital S.A Multi Family Office | Rafael | Valdes | Partner and CEO for Investment Advisory Area - Multi Family Office | 56 2 2433 2227 | rv@portfoliocapital.cl | info@portfoliocapital.cl | Av. Vitacura 3565 Piso 12, Vitacura | Santiago | Chile | South America | 2.001 | https://www.portfoliocapital.cl/ | Portfolio Capital is an investment management consulting firm that operates as Multi Family Office, delivering to its clients - families and high-net worth entities - an integral, independent and dedicated consultancy for the management of their assets. The global financial crisis has shown that financial markets are increasingly complex, volatile and cyclical; And that investment alternatives evolve rapidly. Given this, high-equity investors have been forced to have a professional, independent and transparent management of their assets. This has generated a special boost to Multi Family Offices with a high technical profile, such as Portfolio Capital. | MF | ||||||||||
| 104 | Portofino Multi Family Office | Carolina | Giovanella | Managing Partner (Founder) | 55 (11) 2592-4484 | cgiovanella@portofinoinvestimentos.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | https://www.linkedin.com/in/carolinagiovanella/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | |||
| Portofino Multi Family Office | Valdemir | Paz | Chief Financial Officer | 55 (11) 2592-4484 | valdemirpaz@yahoo.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | https://www.linkedin.com/in/valdemirpaz/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | ||||
| Portofino Multi Family Office | Eduardo | Castro | Partner & Chief Investment Officer | 55 (11) 2592-4484 | ecastro@portofinomultifamilyoffice.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | https://www.linkedin.com/in/eduardo-castro-cfp®-212300/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | educastro@terra.com.br | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | |||
| Portofino Multi Family Office | Anildo | Betinardi Strapasson | Partner | Mobile: 55 (41) 99671-6622 | anildostrapasson@yahoo.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | https://www.linkedin.com/in/anildo-betinardi-strapasson-cfp®-72034b22/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | ||||
| 105 | Portogallo Investimentos | Magda | Portugal | Partner | 55 (11) 3078-6870 | magda@portogalloinvestimentos.com.br | contato@portogalloinvestimentos.com.br | Rua Tabapuã nº 111 - Conjunto 62 - Itaim Bibi | Sao Paulo | SP | 04533-010 | Brazil | South America | https://www.linkedin.com/in/mportugal2007/ | Private Equity, Real Estate, Hedge Fund, Bonds | magda@mpadvisors.com.br, operacional@mpadvisors.com.br | http://www.mpadvisors.com.br/ | https://portogalloinvestimentos.com.br/ | Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families. In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | ||||
| Portogallo Investimentos | Ricardo | Veles | Chief Investment Officer & Partner | 55 (11) 3078-6870 | ricardo@portogalloinvestimentos.com.br | contato@portogalloinvestimentos.com.br | Rua Tabapuã nº 111 - Conjunto 62 - Itaim Bibi | Sao Paulo | SP | 04533-010 | Brazil | South America | https://www.linkedin.com/in/ricardoveles/ | Private Equity, Real Estate, Hedge Fund, Bonds | 62 | https://www.linkedin.com/company/portogalloinvestimentos/ | https://portogalloinvestimentos.com.br/ | Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families. In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | |||||
| Portogallo Investimentos | Márcio | Burigo | Partner & Relationship Manager | 55 (11) 3078-6830 | marcio@portogalloinvestimentos.com.br | contato@portogalloinvestimentos.com.br | Rua Tabapuã nº 111 - Conjunto 62 - Itaim Bibi | Sao Paulo | SP | 04533-010 | Brazil | South America | https://www.linkedin.com/in/márcio-burigo-b09531/ | Private Equity, Real Estate, Hedge Fund, Bonds | marcio@mpadvisors.com.br | http://www.mpadvisors.com.br/ | https://portogalloinvestimentos.com.br/ | Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families. In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | |||||
| Portogallo Investimentos | Mario | Melilli | Partner | 55 (11) 3078-6870 | mario@portogalloinvestimentos.com.br | contato@portogalloinvestimentos.com.br | Rua Tabapuã nº 111 - Conjunto 62 - Itaim Bibi | Sao Paulo | SP | 04533-010 | Brazil | South America | https://www.linkedin.com/in/mario-melilli-cfp®-10167a59/ | Private Equity, Real Estate, Hedge Fund, Bonds | mario@mpadvisors.com.br | http://www.mpadvisors.com.br/ | https://portogalloinvestimentos.com.br/ | Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families. In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | |||||
| 106 | Private Wealth Multi-Family Office | Marcelo | Cotrim | Founding Partner & CEO | 55 (21) 98329-0566 | cotrim@privatewealth.com.br | contato@privatewealth.com.br | Av. Ataulfo de Paiva, 255 - Sl. 803, Leblon | Rio de Janeiro | RJ | 22440-032 | Brazil | South America | https://www.linkedin.com/in/cotrim/ | Alternative Investment Funds, Real Estate | 2.015 | $50M | http://www.pwinvestimentos.com.br/pt/quem-somos/ | https://pwinvestimentos.com.br/ | The multi-family office Private Wealth is registered as PWI Autonomous Investment Agent and authorized by the Brazilian Securities Commission and ANCORD to carry out the activity of distribution and intermediation of securities, under the responsibility and as agent of Ativa Investimentos S.A. | MF | 55 (11) 2122-2460 | ||
| 107 | PRIVATTO Investimentos | Eduardo | Tellechea Cairoli | Founder & CEO | Office: 55 (51) 3330-2879, Mobile: 55 (51) 99856-8043 | eduardo@privatto.com.br | comercial@privatto.com.br | Av. Carlos Gomes 700, Sala 501 | Porto Alegre | RS | 90480-000 | Brazil | South America | https://www.linkedin.com/in/eduardo-tellechea-cairoli-80523625/ | Green Energy | 2.007 | contato@privattoenergia.com.br | http://www.privattoenergia.com.br/ | https://privatto.com.br/ | PRIVATTO Administração de Patrimônio is an independent management company that acts as a Multi Family Office and aims to deliver VALUE to its Clients, individuals and families in the private and high income segment, through investment management, acting, in principle, exempt from conflicts, with transparency and governance, perpetuating Customers' wealth through a service focused on performance and meeting their needs as an individual or family group. Become the most respected house, independent manager, acting as a Multi Family Office in the country, serving as a reference to other market participants, training professionals of the highest level to operate in the market. | MF | |||
| PRIVATTO Investimentos | Márcio | Luzardo | Managing Partner & Portfolio Manager | Office: 55 (51) 3330-2879 | comercial@privatto.com.br | Av. Carlos Gomes 700, Sala 501 | Porto Alegre | RS | 90480-000 | Brazil | South America | https://www.linkedin.com/in/márcio-luzardo-cga-cge-2a2a4a28/ | Green Energy | 2.007 | privatto@privatto.com.br | http://www.privattoenergia.com.br/ | https://privatto.com.br/ | PRIVATTO Administração de Patrimônio is an independent management company that acts as a Multi Family Office and aims to deliver VALUE to its Clients, individuals and families in the private and high income segment, through investment management, acting, in principle, exempt from conflicts, with transparency and governance, perpetuating Customers' wealth through a service focused on performance and meeting their needs as an individual or family group. Become the most respected house, independent manager, acting as a Multi Family Office in the country, serving as a reference to other market participants, training professionals of the highest level to operate in the market. | MF | |||||
| PRIVATTO Investimentos | Walessa | Alves Leal | COO & Managing Partner of Compliance and Risks | Office: 55 (51) 3330-2879 | walessa@privatto.com.br | comercial@privatto.com.br | Av. Carlos Gomes 700, Sala 501 | Porto Alegre | RS | 90480-000 | Brazil | South America | https://www.linkedin.com/in/walessaleal/ | Green Energy | 2.007 | http://www.privattoenergia.com.br/ | https://privatto.com.br/ | PRIVATTO Administração de Patrimônio is an independent management company that acts as a Multi Family Office and aims to deliver VALUE to its Clients, individuals and families in the private and high income segment, through investment management, acting, in principle, exempt from conflicts, with transparency and governance, perpetuating Customers' wealth through a service focused on performance and meeting their needs as an individual or family group. Become the most respected house, independent manager, acting as a Multi Family Office in the country, serving as a reference to other market participants, training professionals of the highest level to operate in the market. | MF | |||||
| 108 | Proaltus Capital Partners® | Jose Luis | Farias Villarreal | Portfolio Manager | jfarias@proaltus.com | BH Monterrey, Blvd. Antonio L. Rodríguez 2100, Piso 22, Oficina 1 | Monterrey | 64650 | Mexico | North America | https://www.linkedin.com/in/jose-luis-farias-villarreal-a1751260/ | 2.012 | $1B | https://www.proaltus.us/ | https://www.proaltus.com/ | Proaltus Capital Partners, a Multi-Family Office dedicated to strategic planning and investment. We focus on the management, control, and monitoring of our client's wealth, to help them achieve their personal wealth management goals. Proaltus Capital Advisers Ltd. is a financial advisory firm regulated as appointed representative under the Financial Conduct Authority (FCA), a body regulating the financial services industry in the United Kingdom, doing business under the brand Proaltus Capital Partners®. | MF | |||||||
| 109 | Puerto Asís Investments | Milton | Hahn | Managing Director | 54 (11) 4006-5000 | 598 2623 4506 | milton.hahn@gmail.com | info@puerto-asis.com | World Trade Center - Torre 1 Oficina 707 - L.A. Herrera 1248 | Montevideo | 11 300 | Uruguay | South America | https://www.linkedin.com/in/milton-hahn-9522001/ | Equity and Debt Investments, Sectors and Geographies | 1.961 | info@organizacionroman.com | http://www.organizacionroman.com/ | http://www.puerto-asis.com/ | Puerto Asís, holding company of Organización Román, a single family office headquartered in Argentina with extensive investment track record across different sectors and geographies. Organización Román deploys its investment strategy across the full spectrum, ranging from traditional to impact and social investment, aiming to create both economic and social value. | SF | |||
| 110 | Pursa F.O. Investimentos Ltda. | Felipe | Bressani | Financial Manager | 55 (51) 3092-9100 | felipe.bressani@purasfo.com.br | Av. Dr. Nilo Pecanha, 2825, Conj. 1207, Petrópolis | Porto Alegre | RS | 90470-001 | Brazil | South America | https://www.linkedin.com/in/felipe-bressani-47b5b731/ | Fixed Income, Hedge Funds, Stock Market, Private Equity | 1.966 | $40M | felipe.bressani@puras.com.br | http://www.puras.com.br/ | http://www.purasfo.com.br/ | Puras FO is a Single Family Office with trained professionals, both in-house and outsourced, that are dedicated to the management of the investments, the legacy, and the collective needs of individuals in our family. | SF | |||
| Pursa F.O. Investimentos Ltda. | Ana Paula | Pinto Moura | Investment Analyst | 55 (51) 3092-9100 | ana.moura@purasfo.com.br | Av. Dr. Nilo Pecanha, 2825, Conj. 1207, Petrópolis | Porto Alegre | RS | 90470-001 | Brazil | South America | https://www.linkedin.com/in/ana-paula-pinto-moura-a8b57014/ | Fixed Income, Hedge Funds, Stock Market, Private Equity | 1.966 | $40M | ana.moura@puras.com.br | http://www.puras.com.br/ | http://www.purasfo.com.br/ | Puras FO is a Single Family Office with trained professionals, both in-house and outsourced, that are dedicated to the management of the investments, the legacy, and the collective needs of individuals in our family. | SF | ||||
| Pursa F.O. Investimentos Ltda. | Hermes | Gazzola | CEO & Founder | 55 (51) 3092-9100 | hermes.gazzola@purasfo.com.br | Av. Dr. Nilo Pecanha, 2825, Conj. 1207, Petrópolis | Porto Alegre | RS | 90470-001 | Brazil | South America | N/A | Fixed Income, Hedge Funds, Stock Market, Private Equity | 1.966 | $40M | http://www.puras.com.br/ | http://www.purasfo.com.br/ | Puras FO is a Single Family Office with trained professionals, both in-house and outsourced, that are dedicated to the management of the investments, the legacy, and the collective needs of individuals in our family. | SF | |||||
| Pursa F.O. Investimentos Ltda. | Ana Laura | Reinert | Senior Investment Analyst | 55 (51) 3092-9100 | ana.reinert@puras.com.br | Av. Dr. Nilo Pecanha, 2825, Conj. 1207, Petrópolis | Porto Alegre | RS | 90470-001 | Brazil | South America | https://www.linkedin.com/in/ana-laura-reinert-47b63348/ | Fixed Income, Hedge Funds, Stock Market, Private Equity | 1.966 | $40M | http://www.puras.com.br/ | http://www.purasfo.com.br/ | Puras FO is a Single Family Office with trained professionals, both in-house and outsourced, that are dedicated to the management of the investments, the legacy, and the collective needs of individuals in our family. | SF | |||||
| 111 | Quattro, Wealth Management | Pamela | Castanon | Director, Financial Advisor | cumplimiento@quattrowm.com | info@quattrowm.com | Prado Sur 250-1, Lomas de Chapultepec, Miguel Hidalgo | Mexico City | DF | 11000 | Mexico | North America | https://www.linkedin.com/in/pamela-castanon-94b81bb0/ | letytou@hotmail.com | https://www.linkedin.com/in/leticia-torres-858a03113/ | https://quattrowm.com/ | Quattro is a multi-family office dedicated to providing comprehensive heritage services of the highest quality to families, their companies and corporations. At Quattro, our mission is to develop innovative and individualized strategies that allow families to achieve their goals in the short and long term, in order to generate successful multi-generational planning. | MF | ||||||
| Quattro, Wealth Management | Arturo | Guerra Larena | Director FO | arturo.guerral@hotmail.com | info@quattrowm.com | Prado Sur 250-1, Lomas de Chapultepec, Miguel Hidalgo | Mexico City | DF | 11000 | Mexico | North America | https://www.linkedin.com/in/arturo-guerra-larena-6172b023/ | https://quattrowm.com/ | Quattro is a multi-family office dedicated to providing comprehensive heritage services of the highest quality to families, their companies and corporations. At Quattro, our mission is to develop innovative and individualized strategies that allow families to achieve their goals in the short and long term, in order to generate successful multi-generational planning. | MF | |||||||||
| 112 | Raiz Investimentos | Christini | Kubo | Executive Director - Technology Investments | chriskubo@gmail.com | R. Amauri, 255 , 2 Andar | Sao Paulo | SP | 01448-000 | Brazil | South America | https://www.linkedin.com/in/christini-kubo/ | Telecom, Technology Infrastructure, Venture Capital, Startups | 2.014 | https://www.linkedin.com/company/raiz-investimentos/ | Raiz Investimentos is a brazilian Single Family Office firm performing in net and illiquid investments in the Telecom, Technology and Infrastructure segments. | SF | |||||||
| Raiz Investimentos | Lívia | Bartholomei | Principal Portfolio Manager | Mobile: 55 (11) 98578-5624 | livia.bartholomei@gmail.com | R. Amauri, 255 , 2 Andar | Sao Paulo | SP | 01448-000 | Brazil | South America | https://www.linkedin.com/in/lívia-bartholomei-83a72916/ | Telecom, Technology Infrastructure, Venture Capital, Startups | 2.014 | https://www.linkedin.com/company/raiz-investimentos/ | Raiz Investimentos is a brazilian Single Family Office firm performing in net and illiquid investments in the Telecom, Technology and Infrastructure segments. | SF | |||||||
| 113 | RICHMOND Family Office | Mauricio | Aviles | Founder | mauricio.aviles@richmondfamilyoffice.com | http://richmondfamilyoffice.com/contacto | Av. Paseo de la Reforma 342, Piso 18 | Col. Juárez | CDMX | 06600 | Mexico | North America | https://www.linkedin.com/in/mauricio-avilés-alcocer-8b79a214/ | 2.013 | https://www.linkedin.com/company/richmond-family-office/ | http://richmondfamilyoffice.com/ | RICHMOND FAMILY OFFICE is a firm created with the purpose of facilitating the administration and protection of the patrimony of families that for years, even generations, have built and consolidated, and it takes them a lot of time to manage it, mainly due to the multiple relationships established with different institutions and professionals, resulting in a complex network. RICHMOND advises, manages, coordinates and acts as the single point of contact with the different financial, administrative, accounting, fiduciary, fiscal, legal and real estate institutions and professionals. RICHMOND is independent of the institutions with which it interacts, which allows it to provide professional and objective advice and recommendations based on a precise and in-depth understanding of the families it serves, on experience and accumulated knowledge in asset management, planning and protection. , as well as access to information, analysis and recommendations at a global level. | MF | ||||||
| 114 | Riza Capital | Marco | Gonçalves | Founding Partner & CEO | 55 (11) 4420-4800 | marco.goncalves@rizacapital.com | riza@rizacapital.com | Av. Brigadeiro Faria Lima, 4285, 5th Floor | Sao Paulo | SP | 04538-133 | Brazil | South America | https://www.linkedin.com/in/marco-goncalves-447381139/ | M&A, Capital Markets, Corporate Restructuring, Asset Management, Family Office | 2.017 | https://www.linkedin.com/company/riza/ | https://rizacapital.com/ | Riza Capital is an independent financial advisory firm, focused on assisting a selected group of entrepreneurs and executives in multiple areas of operation in the financial markets, through high quality services and an extensive network of relationships. In Family Office, Riza Capital advises individuals and families in managing their wealth, offering complete transparency and trust for its clients. With a global perspective and a tailored approach, Riza Capital advises its clients to secure and sustain a continuous appreciation of their investments, as well as to plan shareholding structure and succession. | MF | ||||
| Riza Capital | Stefan | Madach | M&A | 55 (11) 4420-4800 | stefan.madach@rizacapital.com | riza@rizacapital.com | Av. Brigadeiro Faria Lima, 4285, 5th Floor | Sao Paulo | SP | 04538-133 | Brazil | South America | M&A, Capital Markets, Corporate Restructuring, Asset Management, Family Office | 2.017 | https://www.linkedin.com/company/riza/ | https://rizacapital.com/ | Riza Capital is an independent financial advisory firm, focused on assisting a selected group of entrepreneurs and executives in multiple areas of operation in the financial markets, through high quality services and an extensive network of relationships. In Family Office, Riza Capital advises individuals and families in managing their wealth, offering complete transparency and trust for its clients. With a global perspective and a tailored approach, Riza Capital advises its clients to secure and sustain a continuous appreciation of their investments, as well as to plan shareholding structure and succession. | MF | ||||||
| 115 | Rosenberg Investimentos | Renato | Soriano | Director & Founding Partner | 55 (11) 3665-4757 | 55 (11) 3373-3029 | renato@rpartners.com.br | contato@rosenberg.com.br | Av. Brigadeiro Faria Lima, 1663 - 12th Floor | Sao Paulo | SP | 01452-001 | Brazil | South America | Leisure, Food and Beverage, Real Estate | 2.009 | http://rosenbergpartners.com.br/ | https://rosenberg.com.br/ | Rosenberg Investimentos is a Multi Family Office, responsible for the global allocation of its clients' resources, through solid, ethical and transparent management. We have enough experience to offer the ideal financial planning. Created in 2009, our focus is to offer the best benefit and comfort to our customers, providing balance in their social and financial projects. With no conflict of interest, transparency in collection and differentiated costs, we set up customized and balanced investment portfolios, with risks assumed intelligently, to generate concrete opportunities according to each profile, taking into account efficient tax and tax solutions. | MF | ||||
| Rosenberg Investimentos | Luis Paulo | Rosenberg | Director & Founding Partner | 55 (11) 3665-4757 | 55 (11) 3373-3029 | luispaulo@rpartners.com.br | contato@rosenberg.com.br | Av. Brigadeiro Faria Lima, 1663 - 12th Floor | Sao Paulo | SP | 01452-001 | Brazil | South America | Leisure, Food and Beverage, Real Estate | 2.009 | http://rosenbergpartners.com.br/ | https://rosenberg.com.br/ | Rosenberg Investimentos is a Multi Family Office, responsible for the global allocation of its clients' resources, through solid, ethical and transparent management. We have enough experience to offer the ideal financial planning. Created in 2009, our focus is to offer the best benefit and comfort to our customers, providing balance in their social and financial projects. With no conflict of interest, transparency in collection and differentiated costs, we set up customized and balanced investment portfolios, with risks assumed intelligently, to generate concrete opportunities according to each profile, taking into account efficient tax and tax solutions. | MF | |||||
| Rosenberg Investimentos | Luiz Eduardo | Mello | Investment Director | 55 (11) 3665-4757 | 55 (11) 3373-3029 | luizeduardo.mello@rosenberg.com.br | contato@rosenberg.com.br | Av. Brigadeiro Faria Lima, 1663 - 12th Floor | Sao Paulo | SP | 01452-001 | Brazil | South America | Leisure, Food and Beverage, Real Estate | 2.009 | http://rosenbergpartners.com.br/ | https://rosenberg.com.br/ | Rosenberg Investimentos is a Multi Family Office, responsible for the global allocation of its clients' resources, through solid, ethical and transparent management. We have enough experience to offer the ideal financial planning. Created in 2009, our focus is to offer the best benefit and comfort to our customers, providing balance in their social and financial projects. With no conflict of interest, transparency in collection and differentiated costs, we set up customized and balanced investment portfolios, with risks assumed intelligently, to generate concrete opportunities according to each profile, taking into account efficient tax and tax solutions. | MF | |||||
| Rosenberg Investimentos | Thaís | Marzola Zara | Investment Director | 55 (11) 3665-4757 | 55 (11) 3373-3029 | thais@rosenberg.com.br | contato@rosenberg.com.br | Av. Brigadeiro Faria Lima, 1663 - 12th Floor | Sao Paulo | SP | 01452-001 | Brazil | South America | Leisure, Food and Beverage, Real Estate | 2.009 | http://rosenbergpartners.com.br/ | https://rosenberg.com.br/ | Rosenberg Investimentos is a Multi Family Office, responsible for the global allocation of its clients' resources, through solid, ethical and transparent management. We have enough experience to offer the ideal financial planning. Created in 2009, our focus is to offer the best benefit and comfort to our customers, providing balance in their social and financial projects. With no conflict of interest, transparency in collection and differentiated costs, we set up customized and balanced investment portfolios, with risks assumed intelligently, to generate concrete opportunities according to each profile, taking into account efficient tax and tax solutions. | MF | |||||
| 116 | Salsano Family Office | Sandro | Salsano | President | 507 203 6342 | 507 203 6343 | salsano@protonmail.com | info@salsanofamily.com | Calle 50, Tower General Bank, 20th Floor | Panama City | Panama | North America | https://www.linkedin.com/in/sandro-salsano-41b20475/ | Stakes in Asset Management, Financial, Luxury, Food and Beverages, Chartering, and Global Real Estate (Hospitality/Hotel, Commercial, Residential and Land) Companies. | 2.007 | http://salsanofamily.com/ | The SFO is the single family office of businessman and philanthropist Sandro Salsano. | SF | 44 207 692-4967 | |||||
| 117 | SAPEG | Annibal | Ribeiro Lima | Partner | Mobile: 55 (11) 99981-3164 | annibal.lima@sapeg.com.br | Rua Peixoto Gomide, 2074, 2º Andar, Jd. Paulista | Sao Paulo | SP | 01409-002 | Brazil | South America | https://www.linkedin.com/in/annibalrlima/ | Venture Capital, Hedge Funds | 1.997 | https://sapeg.com.br/ | SAPEG was born in 1997 as a consulting company, providing services in two segments, the administration and governance of family assets (multi-family office) and the structuring, management strategy and governance in companies. Until mid-2018, SAPEG consulted on the management of assets and family structures, developing strategies for creating and maximizing value, obeying the parameters of risks, needs, relationships, governance and sustainability, individual for each client. | MF | ||||||
| 118 | Soma Invest | Bruno | Saragô | Analyst | 55 (11) 3882-1155 | 55 (11) 3882-1157 | bruno@somainvest.com | info@somainvest.com | Rua Funchal, 129 - 3º andar, Vila Olímpia | Sao Paulo | SP | 04551-060 | Brazil | South America | Private Equity and Venture Capital in Brazil, Argentina and United States | 2.013 | https://www.linkedin.com/company/soma-invest/ | http://www.somainvest.com/ | SOMA INVEST is a multi family office located in São Paulo, Brazil. We manage assets on a global scale, in several countries and currencies, to a select group of families and individuals. We adopt a fundamentalist approach and long-term for our investments. SOMA INVEST is registered and regulated by the Securities and Exchange Commission - CVM. | MF | ||||
| Soma Invest | Marcio | Neubauer | Managing Partner & Founder | 55 (11) 3882-1155 | 55 (11) 3882-1157 | marcio@somainvest.com | info@somainvest.com | Rua Funchal, 129 - 3º andar, Vila Olímpia | Sao Paulo | SP | 04551-060 | Brazil | South America | https://www.linkedin.com/in/marcio-neubauer-a7b31/ | Private Equity and Venture Capital in Brazil, Argentina and United States | 2.013 | https://www.linkedin.com/company/soma-invest/ | http://www.somainvest.com/ | SOMA INVEST is a multi family office located in São Paulo, Brazil. We manage assets on a global scale, in several countries and currencies, to a select group of families and individuals. We adopt a fundamentalist approach and long-term for our investments. SOMA INVEST is registered and regulated by the Securities and Exchange Commission - CVM. | MF | ||||
| 119 | SOMMA Multi-Family Office | Wilson | Souza | Managing Director | Mobile: 55 (48) 3207-0282 | wilson@sommainvestimentos.com.br | contato@sommainvestimentos.com.br | Rua Nirberto Haase, 100 - 1º andar | Santa Monica | SC | 88035-215 | Brazil | South America | https://www.linkedin.com/in/wilson-s-souza-4136bb31/ | 2.003 | https://www.sommainvestimentos.com.br/family-office/ | https://www.sommainvestimentos.com.br/ | SOMMA Multi-Family Office's primary mission is to perpetuate the heritage of families over the generations. We offer a complete structure of exclusive services, based on our own methodology. Our priority is to develop the best solution for each objective of the families served, observing the confidentiality of information, transparency in the process, security in decisions and efficiency. This work format is what makes SOMMA Multi-Family Office the preference of so many families in Brazil. | MF | |||||
| SOMMA Multi-Family Office | Maria Joanna | Cavalheiro | Administrative / Financial Analyst | Office: 55 (48) 3037-1004 | joanna.cavalheiro@sommainvestimentos.com.br | contato@sommainvestimentos.com.br | Rua Nirberto Haase, 100 - 1º andar | Santa Monica | SC | 88035-215 | Brazil | South America | https://www.linkedin.com/in/maria-joanna-cavalheiro/ | 2.003 | financeiro@sommainvestimentos.com.br | https://www.sommainvestimentos.com.br/family-office/ | https://www.sommainvestimentos.com.br/ | SOMMA Multi-Family Office's primary mission is to perpetuate the heritage of families over the generations. We offer a complete structure of exclusive services, based on our own methodology. Our priority is to develop the best solution for each objective of the families served, observing the confidentiality of information, transparency in the process, security in decisions and efficiency. This work format is what makes SOMMA Multi-Family Office the preference of so many families in Brazil. | MF | |||||
| SOMMA Multi-Family Office | Mayara | Sá | Investment Manager | Office: 55 (48) 3037-1004 | mayara@sommainvestimentos.com.br | contato@sommainvestimentos.com.br | Rua Nirberto Haase, 100 - 1º andar | Santa Monica | SC | 88035-215 | Brazil | South America | https://www.linkedin.com/in/mayara-sá-cea-cfp®-729a7194/ | 2.003 | https://www.linkedin.com/company/sommainvestimentos/ | https://www.sommainvestimentos.com.br/ | SOMMA Multi-Family Office's primary mission is to perpetuate the heritage of families over the generations. We offer a complete structure of exclusive services, based on our own methodology. Our priority is to develop the best solution for each objective of the families served, observing the confidentiality of information, transparency in the process, security in decisions and efficiency. This work format is what makes SOMMA Multi-Family Office the preference of so many families in Brazil. | MF | ||||||
| SOMMA Multi-Family Office | Júlia | Boeng | Family Office | Office: 55 (48) 3037-1004 | risco@sommainvestimentos.com.br | contato@sommainvestimentos.com.br | Rua Nirberto Haase, 100 - 1º andar | Santa Monica | SC | 88035-215 | Brazil | South America | https://www.linkedin.com/in/júlia-boeng-96a018b4/ | 2.003 | https://www.linkedin.com/company/sommainvestimentos/ | https://www.sommainvestimentos.com.br/ | SOMMA Multi-Family Office's primary mission is to perpetuate the heritage of families over the generations. We offer a complete structure of exclusive services, based on our own methodology. Our priority is to develop the best solution for each objective of the families served, observing the confidentiality of information, transparency in the process, security in decisions and efficiency. This work format is what makes SOMMA Multi-Family Office the preference of so many families in Brazil. | MF | ||||||
| SOMMA Multi-Family Office | Maria | Somma | President | Office: 55 (11) 5200-0410 | somma@sommainvestimentos.com.br | contato@sommainvestimentos.com.br | Av. Pres. Juscelino Kubitschek, 28 - 3º Anda, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | https://www.linkedin.com/in/maria-somma-1295653a/ | 2.003 | https://www.linkedin.com/company/sommainvestimentos/ | https://www.sommainvestimentos.com.br/ | SOMMA Multi-Family Office's primary mission is to perpetuate the heritage of families over the generations. We offer a complete structure of exclusive services, based on our own methodology. Our priority is to develop the best solution for each objective of the families served, observing the confidentiality of information, transparency in the process, security in decisions and efficiency. This work format is what makes SOMMA Multi-Family Office the preference of so many families in Brazil. | MF | ||||||
| SOMMA Multi-Family Office | Fernanda | Justus | Project Manager | Office: 55 (48) 3037-1004 | fernandamjustus@gmail.com | contato@sommainvestimentos.com.br | Rua Nirberto Haase, 100 - 1º andar | Santa Monica | SC | 88035-215 | Brazil | South America | https://www.linkedin.com/in/fernandamjustus/ | 2.003 | https://www.linkedin.com/company/sommainvestimentos/ | https://www.sommainvestimentos.com.br/ | SOMMA Multi-Family Office's primary mission is to perpetuate the heritage of families over the generations. We offer a complete structure of exclusive services, based on our own methodology. Our priority is to develop the best solution for each objective of the families served, observing the confidentiality of information, transparency in the process, security in decisions and efficiency. This work format is what makes SOMMA Multi-Family Office the preference of so many families in Brazil. | MF | ||||||
| 120 | SP Capital Family Office | Ignacia | Rodríguez | Director | Direct: 562 224 816 031 | 562 481 60 31 | ignacia.rodriguez@spcapital.cl | Málaga 50 Of. 62 Las Condes | Santiago | Chile | South America | 2.009 | https://spcapital.cl/ | CAPITAL SP is a Multi Family Office oriented: Families who do not wish to have ... Advanced Diploma Finance Catholic University of Chile. | MF | |||||||||
| SP Capital Family Office | Johanna | Loyola | Director | 562 9 820 91 99 | 562 481 60 33 | johanna.loyola@spcapital.cl | Málaga 50 Of. 62 Las Condes | Santiago | Chile | South America | 2.009 | https://spcapital.cl/ | CAPITAL SP is a Multi Family Office oriented: Families who do not wish to have ... Advanced Diploma Finance Catholic University of Chile. | MF | ||||||||||
| SP Capital Family Office | Patricio | Parra | Director | 562 9 820 91 99 | 562 481 60 33 | patricio.parra@spcapital.cl | Málaga 50 Of. 62 Las Condes | Santiago | Chile | South America | 2.009 | https://spcapital.cl/ | SP Capital is a Multi Family Office that currently serves 35 families and provides the following services: >Accounting for local and foreign investment companies (BVI) >Tax Advisory in Investments >Legal Advising in Investments and Inheritance >Heritage Management. >Companies receiving funds: Credit Suisse, Principal, Security, IM Trust Credicorp, Old Mutual International. | MF | ||||||||||
| 121 | SPA- Strategic Portfolio Advisors | Ely | Hakim | Strategic Portfolio Advisor | 55 (11) 3156-4203 | ely@spainvest.com.br | Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao | Sao Paulo | SP | 01227-200 | Brazil | South America | https://www.linkedin.com/in/ely-hakim-40727313/ | Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity | 2.013 | http://www.spainvest.com.br/ | SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. | SF | ||||||
| SPA- Strategic Portfolio Advisors | David | Khafif | Managing Director | 55 (11) 3156-4202 | david@spainvest.com.br | Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao | Sao Paulo | SP | 01227-200 | Brazil | South America | https://www.linkedin.com/in/david-khafif-a49a2055/ | Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity | 2.013 | http://www.spainvest.com.br/ | SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. | SF | |||||||
| SPA- Strategic Portfolio Advisors | Ariel | Shammah | Director | 55 (11) 3156-4201 | ariel@spainvest.com.br | Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao | Sao Paulo | SP | 01227-200 | Brazil | South America | https://www.linkedin.com/in/ariel-shammah-28311793/ | Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity | 2.013 | http://www.spainvest.com.br/ | SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. | SF | |||||||
| SPA- Strategic Portfolio Advisors | Natan | Sakkal | Director | 55 (11) 3156-4206 | natan@spainvest.com.br | Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao | Sao Paulo | SP | 01227-200 | Brazil | South America | N/A | Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity | 2.013 | http://www.spainvest.com.br/ | SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. | SF | |||||||
| 122 | Spm Holding | Marcos | Mellao A Lima | Executive Director | Office: 55 (11) 5575-0461, Mobile: 55 (11) 99620-5850 | maria.ceciliapereira@yahoo.com.br | R. Dr. Nicolau de Sousa Queirós, 104 - 131 - Vila Mariana | Sao Paulo | SP | 04104-000 | Brazil | South America | https://www.linkedin.com/in/marcosmellaoalima/ | Crypto, Coin, Token, Blockchain | 131 | https://www.linkedin.com/in/mariaceciliapereira/ | SPM is a multi-family office that caters to five branches of the C family. Each branch has established its own philanthropic operation with a different focus. | MF | ||||||
| 123 | sQuadra Multi Family Office Corp. | Daniel | García de Paredes Saiz | Client Service Executive | 507 630-1261 | 507 388-6836 | info@squadramfo.com | Calle 50 con Ave. Aquilino de la Guardia. PH Evolution Tower, Oficina 3909 | Panama City | Panama | North America | https://www.linkedin.com/in/daniel-garcía-de-paredes-saiz-985942117/ | d_g_de_p@hotmail.com | https://www.squadramfo.com/ | sQuadra Multi Family Office – Asesor de Inversiones, Corp. is an independent boutique firm regulated and supervised by the Superintendencia del Mercado de Valores de Panamá, with licence to operate as an investment advisor (“Asesor de Inversiones”) issued by Resolución SMV No. 580-2015 of Septiember 11th, 2015. We serve a small group of entrepreneurs and their families, for whom we are a strategic partner that adds value helping to preserve and grow your wealth over time. Our work philosophy is based on the values of proximity, commitment, expertise and independence. We offer critical thinking without conflict of interests. An enthusiastic and personalised service. | MF | ||||||||
| sQuadra Multi Family Office Corp. | Anibal | de la Ossa | Compliance Officer | Mobile: 507 6 241-3744 | 507 388-6836 | adr@delaossa-arosemena.com | info@squadramfo.com | Calle 50 con Ave. Aquilino de la Guardia. PH Evolution Tower, Oficina 3909 | Panama City | Panama | North America | https://www.linkedin.com/in/anibal-de-la-ossa-56206357/ | https://www.squadramfo.com/ | sQuadra Multi Family Office – Asesor de Inversiones, Corp. is an independent boutique firm regulated and supervised by the Superintendencia del Mercado de Valores de Panamá, with licence to operate as an investment advisor (“Asesor de Inversiones”) issued by Resolución SMV No. 580-2015 of Septiember 11th, 2015. We serve a small group of entrepreneurs and their families, for whom we are a strategic partner that adds value helping to preserve and grow your wealth over time. Our work philosophy is based on the values of proximity, commitment, expertise and independence. We offer critical thinking without conflict of interests. An enthusiastic and personalised service. | MF | |||||||||
| 124 | Squanto Single Family Office | Elaine | Gurovitz | Executive Manager | egurovitz@yahoo.com.br | Rua Herculano, 500/74 | Sao Paulo | SP | 01257-003 | Brazil | South America | https://www.linkedin.com/in/elainegurovitz/ | 2.013 | Elaine Gurovitz is an Executive Manager at a Sao Paulo, Brazil-based Single Family Office. | SF | |||||||||
| 125 | SweetWater Securities Inc. | Fernando | Tapia Cardoze | Executive Principal | 507 200 7430 | 507 200 7450 | ftapiac@sweetwatersecurities.com | info@sweetwatersecurities.com | Street 74, San Francisco, Ph. Midtown, Floor 16, Office 1604 | Calle 74 | Republic of Panama | North America | https://www.linkedin.com/in/fernando-tapia-cardoze-cima®-61489450// | Private Equity, Real Estate, Hedge Fund | 2.010 | $400M | https://www.linkedin.com/company/sweetwater-securities-inc/ | https://www.sweetwatersecurities.com/ | SweetWater Securities is founded as a multi-family office serving high-net worth Panamanian Families. SweetWater Securities has developed and expanded on an independent business platform that allows the firm, and its’ advisors, to integrate personalized solutions for each client. Our counterparts and service providers allow for access to both local and international capital markets, whereby tailor-made asset management solutions can be put forth. | MF | ||||
| SweetWater Securities Inc. | Rodrigo | Arturo Tapia Cardoze | President | 507 200 7430 | 507 200 7450 | rtapiac@sweetwatersecurities.com | info@sweetwatersecurities.com | Street 74, San Francisco, Ph. Midtown, Floor 16, Office 1604 | Calle 74 | Republic of Panama | North America | https://www.linkedin.com/in/rodrigo-arturo-tapia-cardoze-3909b644/ | Private Equity, Real Estate, Hedge Fund | 2.010 | $400M | https://www.linkedin.com/company/sweetwater-securities-inc/ | https://www.sweetwatersecurities.com/ | SweetWater Securities is founded as a multi-family office serving high-net worth Panamanian Families. SweetWater Securities has developed and expanded on an independent business platform that allows the firm, and its’ advisors, to integrate personalized solutions for each client. Our counterparts and service providers allow for access to both local and international capital markets, whereby tailor-made asset management solutions can be put forth. | MF | |||||
| 126 | Taboaço, Nieckele e Associados Gestão Patrimonial | Ricardo | Taboaço | Co-Founder | 55 (21) 3205-9494 | 55 (21) 3205-9495 | ricardo@gespat.com.br | Av Ataulfo de Paiva 1351, 2º Andar, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | https://www.linkedin.com/in/ricardo-taboaco-644a0437/ | Real Estate, Hedhe Funds, Fund of Funds | 2.003 | https://alocc.com.br/ | https://www.tna.com.br/ | TNA follows the model of the American multifamily offices, with the mission of converting assets into security, freedom and tranquility. Unrelated to financial institutions and other service providers, our proposal distinguishes itself by offering comprehensive and exempt planning. We formulate a differentiated strategy, based on the particularities of each family, instead of standardizing profiles and offering pre-formatted solutions. | MF | 55 (11) 3032-2151 | |||
| 127 | Taler Planejamentos Financeiros LTDA | Flavia | Marchiori | Partner | 55 (11) 3707-3040 | 55 (11) 2738-8011 | flavia@taler.com.br | taler@taler.com.br | Rua Joaquim Floriano, 1120, 7º andar – Itaim Bibi | Sao Paulo | SP | 04534-004 | Brazil | South America | https://www.linkedin.com/in/taler/ | 2.004 | https://www.linkedin.com/company/taler-planejamentos-financeiros-ltda/ | https://taler.com.br/ | Taler is a Multi Family Office which coordinates Financial Planning, Wealth Management and Asset Allocation. | MF | ||||
| Taler Planejamentos Financeiros LTDA | Mari | Emmanouilides | President | 55 (11) 3707-3040 | 55 (11) 2738-8011 | mari@taler.com.br | taler@taler.com.br | Rua Joaquim Floriano, 1120, 7º andar – Itaim Bibi | Sao Paulo | SP | 04534-004 | Brazil | South America | https://www.linkedin.com/in/mari-emmanouilides-cfp-98047341/ | 2.004 | https://www.linkedin.com/company/taler-planejamentos-financeiros-ltda/ | https://taler.com.br/ | Taler is a Multi Family Office which coordinates Financial Planning, Wealth Management and Asset Allocation. | MF | |||||
| Taler Planejamentos Financeiros LTDA | Richard | Ziliotto | Partner | 55 (11) 3707-3040 | 55 (11) 2738-8011 | richard@taler.com.br | taler@taler.com.br | Rua Joaquim Floriano, 1120, 7º andar – Itaim Bibi | Sao Paulo | SP | 04534-004 | Brazil | South America | https://www.linkedin.com/in/richard-ziliotto-35944950/ | 2.004 | https://www.linkedin.com/company/taler-planejamentos-financeiros-ltda/ | https://taler.com.br/ | Taler is a Multi Family Office which coordinates Financial Planning, Wealth Management and Asset Allocation. | MF | |||||
| 128 | TERA Capital | Lucas | Danicek Borges | Portfolio Manager | 55 (11) 3039-9000 | lucas.borges@teracapital.com.br | contato@teracapital.com.br | Av. Cidade Jardim, 803, 10º andar | Sao Paulo | SP | 01453-000 | Brazil | South America | https://www.linkedin.com/in/lucas-danicek-borges-00b46925/ | Hedge Fund, Equities, Credit | 2.015 | https://www.linkedin.com/company/teracapital/ | http://teracapital.com.br/ | Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. | MF | ||||
| TERA Capital | Mauricio | Magalhaes | Partner | 55 (11) 3039-9000 | mauricio.magalhaes@teracapital.com.br | contato@teracapital.com.br | Av. Cidade Jardim, 803, 10º andar | Sao Paulo | SP | 01453-000 | Brazil | South America | https://www.linkedin.com/in/mauricio-magalhaes-4aab0ba/ | Hedge Fund, Equities, Credit | 2.015 | https://www.linkedin.com/company/teracapital/ | http://teracapital.com.br/ | Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. | MF | |||||
| TERA Capital | Eduardo | Furuie | Vice President | 55 (11) 3039-9000 | eduardo.furuie@teracapital.com.br | contato@teracapital.com.br | Av. Cidade Jardim, 803, 10º andar | Sao Paulo | SP | 01453-000 | Brazil | South America | https://www.linkedin.com/in/eduardo-furuie-cfa-12a95850/ | Hedge Fund, Equities, Credit | 2.015 | https://www.linkedin.com/company/teracapital/ | http://teracapital.com.br/ | Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. | MF | |||||
| TERA Capital | Cecilia | Melo | Associate, Investor Relations | 55 (11) 3039-9000 | cecilia.melo@teracapital.com.br | contato@teracapital.com.br | Av. Cidade Jardim, 803, 10º andar | Sao Paulo | SP | 01453-000 | Brazil | South America | https://www.linkedin.com/in/maria-cec%C3%ADlia-melo-458b6613b/ | Hedge Fund, Equities, Credit | 2.015 | https://www.linkedin.com/company/teracapital/ | http://teracapital.com.br/ | Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. | MF | |||||
| TERA Capital | Pedro | Camarotti | Partner | 55 (11) 3039-9000 | pedro.camarotti@teracapital.com.br | contato@teracapital.com.br | Av. Cidade Jardim, 803, 10º andar | Sao Paulo | SP | 01453-000 | Brazil | South America | https://www.linkedin.com/in/pedro-camarotti-cfa-caia-2bb287104/ | Hedge Fund, Equities, Credit | 2.015 | https://www.linkedin.com/company/teracapital/ | http://teracapital.com.br/ | Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. | MF | |||||
| TERA Capital | Tatiana | Abrahão | Partner | 55 (11) 9125-5845 | tatiana.abrahao@teracapital.com.br | contato@teracapital.com.br | Av. Cidade Jardim, 803, 10º andar | Sao Paulo | SP | 01453-000 | Brazil | South America | https://www.linkedin.com/in/tatianaabrahao/ | Hedge Fund, Equities, Credit | 2.015 | t_abrahao@hotmail.com | https://www.linkedin.com/company/teracapital/ | http://teracapital.com.br/ | Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. | MF | ||||
| 129 | Total Holdings Family Office | Camilo | Andrés Mejía Zacipa | Founder & Chief Investment Officer | 571 479 4356 | camilo.mejia@totalholding.com.co | trading@totalholding.com.co | Carrera 11 Bis N 124A - 66, Suite 1104 | Bogota | 110111 | Colombia | South America | https://www.linkedin.com/in/camimejia/ | Venture Capital, Fist Rounds, Crowdfunding, Tech, Fintech, Consumers, Impact Finance, Industrials, Social, Financial, Stocks, Fixed Income, Commodities, FX, Real State, Residential, Commercial, Offices, Warehouses | 2.013 | https://www.facebook.com/totalholdingcolombia/ | https://www.totalholding.com.co/ | Total Holding is a single family office investing in Colombia and US. We have a diversification focus with a particular interest in venture capital projects in tech, fintech, consumers and impact finance. We are a family of industrials, social, and financial experienced professionals. We believe in capitalism as a means to achieve wealth and distribute it to those who need it and deserve it. We are looking for creative, common sense investments that help solve social envoronnemental issues and bring high returns to its shareholders. Total Holding exists to make wealthier and happier shareholders and workers, and to share the wealth created through our investmets. We do this by achieving financial, professional and familiar developement, reflected on the execution of profitable and socially implacting investments. | SF | |||||
| 130 | Trefilia Capital Investments | Perla | Jimenez | Operations Director | 52 81 2282-7548 | perla.jimenez@aya.yale.edu | Avenida Ricardo Margáin Zozaya Sur, Torre Sofía, Oficina 1602 | Valle de Campestre | NL | 66265 | Mexico | North America | https://www.linkedin.com/in/perlajimenez/ | Direct Investments, PE and VC Funds in Mexico, LatAm and the US, Financial Institutions, Fin Tech, Medical Devices, Retail, Construction | 2.013 | https://www.linkedin.com/in/luis-galindo-450637/ | https://www.linkedin.com/company/trefilia-capital-investments/ | Trefilia Capital is a single family office launched February of 2013. Our alternative portfolio has a mix of direct investments, PE and VC funds in Mexico, LatAm and the US. Our direct-investment focus has been on Financial Institutions, Fin Tech, Medical Devices, Retail and Construction. | SF | |||||
| 131 | Trust Gestão Patrimonial | Daniel | Botrel | Partner | 55 (11) 2131-7070 | trustgp@trustgp.com.br | Brig. Faria Lima Ave., 2391 – 9th Floor | Sao Paulo | SP | 01452-905 | Brazil | South America | https://www.linkedin.com/in/daniel-manabe-botrel-90b033a0/ | Real Estate | 2.000 | http://www.trustgp.com.br/ | Trust’s portfolio of services is similar to the structure of a multi-family office that focuses on non-financial asset management in a broad manner; therefore, we offer services that are hardly ever offered by other lawyer offices, private banks or financial consulting firms. | MF | ||||||
| Trust Gestão Patrimonial | Eduardo | Gentil | Founding Partner | 55 (11) 2131-7070 | egentil@trustgp.com.br | trustgp@trustgp.com.br | Brig. Faria Lima Ave., 2391 – 9th Floor | Sao Paulo | SP | 01452-905 | Brazil | South America | https://www.linkedin.com/in/eduardo-gentil-a812371/ | Real Estate | 2.000 | http://www.trustgp.com.br/ | Trust’s portfolio of services is similar to the structure of a multi-family office that focuses on non-financial asset management in a broad manner; therefore, we offer services that are hardly ever offered by other lawyer offices, private banks or financial consulting firms. | MF | ||||||
| 132 | Trustmoore | Roland | Beunis | Founder & Global Head of Multi-Family Office Services | 5999 747 1401 | roland.beunis@trustmoore.com | MFO@trustmoore.com | Landhuis Groot Kwartier, Groot Kwartierweg 12 | Willemstad | Curaçao | South America | https://www.linkedin.com/in/roland-beunis-1865b511/ | Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund | 2.005 | €3B | https://www.linkedin.com/company/trustmoore/ | https://trustmoore.com/ | Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business. With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. | MF | |||||
| 133 | Tundra Partners | Mario | Cavalieri | Managing Partner | 55 (11) 3920-8800 | mcavalieri@tundrapartners.com | Av. Engenheiro Luís Carlos Berrini, 105 - 13th Floor - Itaim Bibi | Sao Paulo | SP | 04571-010 | Brazil | South America | https://www.linkedin.com/in/mario-cavalieri/ | Alternative Investments, Direct Investments, Private Equity, Venture Capital, Credit, Real Estate | 2.017 | mario.cavalieri@bbnk.com.br, mariocavalieri@yahoo.com.br | https://www.bbnk.com.br/ | http://tundrapartners.com/ | Tundra Partners, a Single Family Office firm based in Sao Paulo, Brazil. | SF | ||||
| 134 | Turim Family Office & Investment Management | Bernardo | Mascarenhas | Partner | 55 (21) 2529-8015 | bmascarenhas@turimbr.com | turim@turimbr.com | Rua Major Rubens Vaz, 236 - Gávea | Rio de Janeiro | RJ | 22470-070 | Brazil | South America | https://www.linkedin.com/in/bernardo-mascarenhas-85050a29/ | 1.999 | http://www.turimbr.com/ | Turim is proud to be one of the pioneers, if not THE pioneer of the Multi Family Office concept in Brazil. | MF | ||||||
| Turim Family Office & Investment Management | Eduardo | Gomes De Almeida | Partner | 55 (21) 2529-8015 | ealmeida@turimbr.com | turim@turimbr.com | Rua Major Rubens Vaz, 236 - Gávea | Rio de Janeiro | RJ | 22470-070 | Brazil | South America | 1.999 | http://www.turimbr.com/ | Turim is proud to be one of the pioneers, if not THE pioneer of the Multi Family Office concept in Brazil. | MF | ||||||||
| Turim Family Office & Investment Management | Gustavo | Marini | Founder Partner | 55 (21) 2529-8015 | gmarini@turimbr.com | infofundos@turimbr.com | Rua Major Rubens Vaz, 236 - Gávea | Rio de Janeiro | RJ | 22470-070 | Brazil | South America | https://www.linkedin.com/in/gustavo-marini-72bb169/ | 1.999 | http://www.turimbr.com/ | Turim is proud to be one of the pioneers, if not THE pioneer of the Multi Family Office concept in Brazil. | MF | |||||||
| Turim Family Office & Investment Management | Leonardo | Martins | Partner | 55 (21) 2529-8015 | lmartins@turimbr.com | infofundos@turimbr.com | Rua Major Rubens Vaz, 236 - Gávea | Rio de Janeiro | RJ | 22470-070 | Brazil | South America | https://www.linkedin.com/in/leonardomartins3/ | 1.999 | http://www.turimbr.com/ | Turim is proud to be one of the pioneers, if not THE pioneer of the Multi Family Office concept in Brazil. | MF | |||||||
| Turim Family Office & Investment Management | Patricia | Xavier | Partner | 55 (21) 2529-8015 | pxavier@turimbr.com | infofundos@turimbr.com | Rua Major Rubens Vaz, 236 - Gávea | Rio de Janeiro | RJ | 22470-070 | Brazil | South America | https://www.linkedin.com/in/patricia-xavier-92150913/ | 1.999 | http://www.turimbr.com/ | Turim is proud to be one of the pioneers, if not THE pioneer of the Multi Family Office concept in Brazil. | MF | |||||||
| 135 | Turim MFO | Nelson | Abrahao | Investment Strategist | 55 (21) 2259-8015 | nabrahao@turimbr.com | turimrj@turimbr.com | Rua Major Rubens Vaz | Rio de Janeiro | RJ | 22470-070 | Brazil | South America | https://www.linkedin.com/in/nelson-abrahao-2b216bb3/ | Hedge Funds | 2.016 | https://www.turimbr.com/ | http://www.turimuk.com/ | Turim UK is a Multi-Family Office and Investment Advisory firm. | MF | ||||
| Turim MFO | Gustavo | Marini | Founding Partner & Board Chairman | 55 (21) 2259-8015 | gmarini@turimbr.com | turimrj@turimbr.com | Rua Major Rubens Vaz | Rio de Janeiro | RJ | 22470-070 | Brazil | South America | https://www.linkedin.com/in/gustavo-marini-72bb169/ | Hedge Funds | 2.016 | https://www.turimbr.com/ | http://www.turimuk.com/ | Turim UK is a Multi-Family Office and Investment Advisory firm. | MF | |||||
| Turim MFO | Leonardo | Martins Moraes | Co-CEO & Partner | 55 (11) 3071-3329 | lmartins@turimbr.com | turimsp@turimbr.com | Av. Brigadeiro Faria Lima, 2277 | Sao Paulo | SP | 01452-000 | Brazil | South America | https://www.linkedin.com/in/leonardomartins3/ | Hedge Funds | 2.016 | https://www.turimbr.com/ | http://www.turimuk.com/ | Turim UK is a Multi-Family Office and Investment Advisory firm. | MF | |||||
| 136 | Ujay Capital | Diego | Arruda | Partner | Direct: 55 (11) 3077-0100 | da@ujaycapital.com | contato@ujaycapital.com | Rua Jerônimo da Veiga 45 – 6 andar, Jardim Europa | Sao Paulo | SP | 04536-001 | Brazil | South America | https://www.linkedin.com/in/diegosoaresdearruda/ | 2.011 | backoffice@ujaycapital.com | https://www.linkedin.com/company/ujay-capital/ | https://ujaycapital.com/ | Founded in 2011, UJAY was born to monetize the equity of partners, friends and family in a responsible and flexible way, starting the equity and multimarket funds that, to this day, make up its portfolio. The partners invest a significant part of their equity and carry out a careful risk management with a focus on Brazil, using fundamental, technical, qualitative and quantitative analysis for decision-making. In 2017, identifying changes in the market and the needs of its clients and investors in general, UJAY sought a structure that would have synergy with fund management and that would be able to approach clients in their demands in a personalized way, initiating , thus, to the service of Multi Family Office. | MF | ||||
| Ujay Capital | Celso | Fernandez | Fund Manager | 55 (11) 5242-2600 | cf@ujaycapital.com | contato@ujaycapital.com | Rua Jerônimo da Veiga 45 – 6 andar, Jardim Europa | Sao Paulo | SP | 04536-001 | Brazil | South America | https://www.linkedin.com/in/celso-fernandez-365783a8/ | 2.011 | https://www.linkedin.com/company/ujay-capital/ | https://ujaycapital.com/ | Founded in 2011, UJAY was born to monetize the equity of partners, friends and family in a responsible and flexible way, starting the equity and multimarket funds that, to this day, make up its portfolio. The partners invest a significant part of their equity and carry out a careful risk management with a focus on Brazil, using fundamental, technical, qualitative and quantitative analysis for decision-making. In 2017, identifying changes in the market and the needs of its clients and investors in general, UJAY sought a structure that would have synergy with fund management and that would be able to approach clients in their demands in a personalized way, initiating , thus, to the service of Multi Family Office. | MF | ||||||
| 137 | United Multi-Family Office | Gustavo | Fernandes | Co-Founder | gustavo.henriqueif@gmail.com | contato@unitedmfo.com.br | Rua São Tomé, 119 - Vila Olímpia - Edifício Business Center, 1º andar - CJ. 17 | Sao Paulo | SP | 04551-080 | Brazil | South America | https://www.linkedin.com/in/victor-valezim-cfp®-21a5bb137/ | 2.017 | https://www.linkedin.com/company/united-multi-family-office/ | https://www.unitedmfo.com.br/ | In 2017, United opened its doors as a Single-Family Office (SFOs) to begin its trajectory in the independent financial service. A year later, in 2018, Gustavo Fernandes and Victor Valezim, its founding partners, identified the rapid advancement of the sector amid numerous market transformations and turned the company into a Multi-Family Office (MFOs) – offering the multi-generational model that provides support needed to preserve values and build a lasting legacy with safe and effective wealth advice. | MF | ||||||
| 138 | Unity Capital | Dawston | Carvalho dos Santos | Partner | 55 (11) 2161-8777 | dawston@unitycapital.com.br | contato@unitycapital.com.br | R. Joaquim Floriano, 100 – 19° – Itaim Bibi | Sao Paulo | SP | 04534-000 | Brazil | South America | https://www.linkedin.com/in/dawston-carvalho-dos-santos-8b027611/ | Equity Fund | 2.003 | http://unitycapital.com.br/ | Unity Capital is a single family office, focused on equity fund management. Unity Capital was founded in 2003 as a single family office focused on equity fund management. Our investment strategy consists of a fundamentalist approach and eventually active participation in the investee companies. | SF | |||||
| 139 | Valumonics | Carlos | Roa | Senior Associate | (809) 732-0411 | carlos.roa@valumonics.com | info@valumonics.com | Torre Blue Mall, Av. Winston Churchill, Nº 95, Piso 21, Suite 6 | Santo Domingo | Dominican Republic | North America | https://www.linkedin.com/in/carlosroa1/ | Financial Consultant | 2.010 | $100M | https://www.linkedin.com/company/valumonics/ | https://valumonics.com/ | Valumonics is a professional services boutique firm offering multi family office services. | MF | |||||
| Valumonics | Lizbeth | Montero | Senior Associate | (809) 732-0411 | lizbeth.montero@valumonics.com | info@valumonics.com | Torre Blue Mall, Av. Winston Churchill, Nº 95, Piso 21, Suite 6 | Santo Domingo | Dominican Republic | North America | https://www.linkedin.com/in/lizbeth-montero-pou-97855453/ | Financial Consultant | 2.010 | $100M | https://www.linkedin.com/company/valumonics/ | https://valumonics.com/ | Valumonics is a professional services boutique firm offering multi family office services. | MF | ||||||
| Valumonics | Tomas | Fernandez | Partner | (809) 732-0411 | tomas.fernandez@valumonics.com | info@valumonics.com | Torre Blue Mall, Av. Winston Churchill, Nº 95, Piso 21, Suite 6 | Santo Domingo | Dominican Republic | North America | https://www.linkedin.com/in/tomás-fernández-w-14957b18/ | Financial Consultant | 2.010 | $100M | https://www.linkedin.com/company/valumonics/ | https://valumonics.com/ | Valumonics is a professional services boutique firm offering multi family office services. | MF | ||||||
| 140 | Vêneto Family Office | Carlos Henrique | Pessoa | Owner & CEO | 55 (31) 3654-6165 | 55 (31) 99545-0965 | carlos@venetoinvest.com.br | atendimento@venetoinvest.com.br | Rua da Bahia, 2696, Conj. 1402 - Lourdes | Belo Horizonte | MG | 30.160-019 | Brazil | South America | https://www.linkedin.com/in/carlos-henrique-pessoa/ | Private Equity Fund, Real Estate | 2.008 | https://www.linkedin.com/company/venetoinvestimentos/ | https://www.venetoinvest.com.br/ | Vêneto is a Multi-Family Office specialized in the complete service of families and high-income clients. For the company, knowledge, excellence, proximity and ethics can change the way the Brazilian invests. In 2008, the company's activities were initiated, with the main objective of offering financial advice in a transparent manner and genuinely without conflict of interest. The market vision, knowledge and the ability to identify new opportunities elevated the purpose and, in a short time, the company expanded the range of services and products offered. Transparency and good results have always guided Veneto's conduct, providing recognition to customers and the market. Today, the company is able to help investors to raise the management of their assets to a new level. | MF | |||
| Vêneto Family Office | Fernando Luiz | Damasceno | Investment Manager | 55 (31) 3654-6165 | 55 (31) 99545-0965 | fernando@venetoinvest.com.br | atendimento@venetoinvest.com.br | Rua da Bahia, 2696, Conj. 1402 - Lourdes | Belo Horizonte | MG | 30.160-019 | Brazil | South America | https://www.linkedin.com/in/fernando-damasceno-33a86693/ | Private Equity Fund, Real Estate | 2.008 | https://www.linkedin.com/company/venetoinvestimentos/ | https://www.venetoinvest.com.br/ | Vêneto is a Multi-Family Office specialized in the complete service of families and high-income clients. For the company, knowledge, excellence, proximity and ethics can change the way the Brazilian invests. In 2008, the company's activities were initiated, with the main objective of offering financial advice in a transparent manner and genuinely without conflict of interest. The market vision, knowledge and the ability to identify new opportunities elevated the purpose and, in a short time, the company expanded the range of services and products offered. Transparency and good results have always guided Veneto's conduct, providing recognition to customers and the market. Today, the company is able to help investors to raise the management of their assets to a new level. | MF | ||||
| Vêneto Family Office | Frederico | Freitas | Director | 55 (31) 3654-6165 | 55 (31) 99545-0965 | frederico@venetoinvest.com.br | atendimento@venetoinvest.com.br | Rua da Bahia, 2696, Conj. 1402 - Lourdes | Belo Horizonte | MG | 30.160-019 | Brazil | South America | https://www.linkedin.com/in/frederico-freitas-/ | Private Equity Fund, Real Estate | 2.008 | https://www.linkedin.com/company/venetoinvestimentos/ | https://www.venetoinvest.com.br/ | Vêneto is a Multi-Family Office specialized in the complete service of families and high-income clients. For the company, knowledge, excellence, proximity and ethics can change the way the Brazilian invests. In 2008, the company's activities were initiated, with the main objective of offering financial advice in a transparent manner and genuinely without conflict of interest. The market vision, knowledge and the ability to identify new opportunities elevated the purpose and, in a short time, the company expanded the range of services and products offered. Transparency and good results have always guided Veneto's conduct, providing recognition to customers and the market. Today, the company is able to help investors to raise the management of their assets to a new level. | MF | ||||
| 141 | VENTURA | Victoria | Amparo Salazar Rodriguez | Senior Partner | 571 601 2209 Ext. 10018 | victoria.salazar@visionymarketing.com.co | Calle 101 #45ª-82 | Bogota | Colombia | South America | https://www.linkedin.com/in/victoria-amparo-salazar-rodriguez-358a5934/ | Medical Care, Hospital, Private Equity, Real State Assets, Digital Business in Latin America, Central America and Mexico | info.visionymarketing@visionymarketing.com.co | https://www.visionymarketing.com.co/ | https://www.ventura.net.co/ | VENTURA, a single family office based in Bogotá with interests and investments in Latin America, Central America and Mexico. Being a Family Office recognized for its correct conduct and professionalism. Ensure the preservation, sustainability and growth of the family heritage and the legacy of the business family. We become a relevant player in the entrepreneurial ecosystem, which with the example succeeds in inspiring the members of the entrepreneurial families to invest in entrepreneurship and support the ecosystem. That recognizes us as an intelligent investor, of high quality and that generates value. Be a team of prepared people who enjoy retaining the status quo, value the debate and are constantly updating their knowledge. | SF | |||||||
| VENTURA | Renzo | Sesana | General Director | 571 601 2209 Ext. 10018 | renzo.sesana@ventura.net.co | Calle 101 #45ª-82 | Bogota | Colombia | South America | https://www.linkedin.com/in/renzo-sesana-30665048/ | Medical Care, Hospital, Private Equity, Real State Assets, Digital Business in Latin America, Central America and Mexico | https://www.visionymarketing.com.co/ | https://www.ventura.net.co/ | VENTURA, a single family office based in Bogotá with interests and investments in Latin America, Central America and Mexico. Being a Family Office recognized for its correct conduct and professionalism. Ensure the preservation, sustainability and growth of the family heritage and the legacy of the business family. We become a relevant player in the entrepreneurial ecosystem, which with the example succeeds in inspiring the members of the entrepreneurial families to invest in entrepreneurship and support the ecosystem. That recognizes us as an intelligent investor, of high quality and that generates value. Be a team of prepared people who enjoy retaining the status quo, value the debate and are constantly updating their knowledge. | SF | |||||||||
| 142 | Verus Gestão de Patrimônio | Gilberto | Leite Cesar Filho | Director | Direct: 55 (11) 3074-3106 | gcesar@verusgp.com.br | verusgp@verusgp.com.br | Av Santo Amaro, 48 - conj. 42, Vila Nova Conceição | Sao Paulo | SP | 04506-000 | Brazil | South America | https://www.linkedin.com/in/gilberto-cesar-filho-a22ba28/ | 2.010 | https://verusgp.com.br/ | Verus is a Brazilian Multi-Family Office focused on providing effective wealth management in partnership with its clients. In 2011 Verus expanded beyond its traditional investment consultancy business and began to operate as a Wealth Management firm. We provide personalized services and innovative solutions to our clients’ specific needs. | MF | ||||||
| Verus Gestão de Patrimônio | Eduardo | Faria de Carvalho | Managing Partner | Direct: 55 (11) 3074-3103 | ecarvalho@verusgp.com.br | verusgp@verusgp.com.br | Av Santo Amaro, 48 - conj. 42, Vila Nova Conceição | Sao Paulo | SP | 04506-000 | Brazil | South America | https://www.linkedin.com/in/eduardo-faria-de-carvalho-6546071b9/ | 2.010 | https://verusgp.com.br/ | Verus is a Brazilian Multi-Family Office focused on providing effective wealth management in partnership with its clients. In 2011 Verus expanded beyond its traditional investment consultancy business and began to operate as a Wealth Management firm. We provide personalized services and innovative solutions to our clients’ specific needs. | MF | |||||||
| Verus Gestão de Patrimônio | Deiwes | Rubira | Managing Director | 55 (11) 3074-3100 | drubira@verusgp.com.br | verusgp@verusgp.com.br | Av Santo Amaro, 48 - conj. 42, Vila Nova Conceição | Sao Paulo | SP | 04506-000 | Brazil | South America | https://www.linkedin.com/in/deiwes-rubira-61147694/ | 2.010 | https://verusgp.com.br/ | Verus is a Brazilian Multi-Family Office focused on providing effective wealth management in partnership with its clients. In 2011 Verus expanded beyond its traditional investment consultancy business and began to operate as a Wealth Management firm. We provide personalized services and innovative solutions to our clients’ specific needs. | MF | |||||||
| 143 | Vicctus Multi Family Office | Oscar | Falero | Managing Director | oscar.falero@credicorpcapital.com | Av. El Derby 055, Torre 3, Piso 7, Santiago de Surco | Lima | 3333 | Peru | South America | https://www.linkedin.com/in/oscar-falero-114aa255/ | Bonds and Stocks, International Mutual Funds, Alternative Funds, Hedge Funds | https://www.credicorpcapital.com/ | https://www.linkedin.com/company/vicctus/ | Vicctus is the Multi Family Office of the Credicorp Group, specialized in the comprehensive and continuous management of the global assets of families. With the expertise and dedication of a multidisciplinary team, we are committed to the life goals of families to preserve the legacy for future generations. | MF | ||||||||
| Vicctus Multi Family Office | Gian Pier | Mussio | VP of Investment Strategy | gpmussio@gmail.com | Av. El Derby 055, Torre 3, Piso 7, Santiago de Surco | Lima | 3333 | Peru | South America | https://www.linkedin.com/in/gian-pier-mussio-barchi-cfa-frm-57578139/ | Bonds and Stocks, International Mutual Funds, Alternative Funds, Hedge Funds | https://www.credicorpcapital.com/ | https://www.linkedin.com/company/vicctus/ | Vicctus is the Multi Family Office of the Credicorp Group, specialized in the comprehensive and continuous management of the global assets of families. With the expertise and dedication of a multidisciplinary team, we are committed to the life goals of families to preserve the legacy for future generations. | MF | |||||||||
| 144 | Vidal-Consultoria | Pedro Paulo | Vidal | Founder & President | 55 (11) 99213-9960 | pedropaulovidal@terra.com.br | Rua do Rocio, 52 Conj. 162, Vila Olímpia | Sao Paulo | SP | 04552-000 | Brazil | South America | https://www.linkedin.com/in/pedro-paulo-vidal-21878513/ | Alternative Investment Funds, Real Estate | 2.014 | https://www.vidalconsultoria.com.br/ | Vidal-Consultoria operates as a Multi-Family Office firm in Sao paulo, Brazil. | MF | ||||||
| 145 | W Advisors | Leonardo | Wengrover | Founding Partner | 55 (51) 3346-3969 | leonardo.w@wadvisors.com | wadvisors@wadvisors.com | Rua Hilário Ribeiro, 202, conj. 801 - Moinhos de Vento | Porto Alegre | RS | 90510-040 | Brazil | South America | https://www.linkedin.com/in/leonardo-wengrover-00712825/ | Real Estate, Private Equity, Hedge Funds | 2.005 | $106M | https://wadvisors.com/ | W Advisors, a Multi Family Office serving 30 families in Rio Grande do Sul and Santa Catarina. | MF | ||||
| W Advisors | André | Najfeld Stanton | Partner | Mobile: 55 (51) 99357-8700 | andre.s@wadvisors.com | wadvisors@wadvisors.com | Rua Hilário Ribeiro, 202, conj. 801 - Moinhos de Vento | Porto Alegre | RS | 90510-040 | Brazil | South America | https://www.linkedin.com/in/andré-najfeld-stanton-41866114a/ | Real Estate, Private Equity, Hedge Funds | 2.005 | $106M | https://wadvisors.com/ | W Advisors, a Multi Family Office serving 30 families in Rio Grande do Sul and Santa Catarina. | MF | |||||
| 146 | WIT Wealth Investments & Trust | Camila | Moura | Director | 55 (19) 3251-0032 | camila.moura@witwm.com.br | Rua Doutor Paulo Castro Pupo Nogueira, 404-416, Nova Campinas | Campinas | SP | 13092-104 | Brazil | South America | Real Estate | 2.017 | https://www.linkedin.com/company/wit-advisory/ | https://www.wit.com.br/ | With our roots in the interior of São Paulo, we were born under a concept of wealth management / multi family office, aiming initially to serve family and friends. The structure took shape and we replicated the model for business groups and other people who needed assistance and expertise in wealth management. Our team is composed of highly qualified professionals, with economic, legal and administrative knowledge and with great experience in the financial, real estate, business and insurance markets. Therefore, we are a team qualified to offer high standard services, aiming to increase in all fields of heritage. We aim to transmit to customers a new experience in asset management. | MF | ||||||
| WIT Wealth Investments & Trust | Tomás | Zakia | Director | 55 (19) 3368-9063, 55 (19) 3251-0032, 55 (19) 3397-6668 | tomas.zakia@witholding.com.br | Rua Doutor Paulo Castro Pupo Nogueira, 404-416, Nova Campinas | Campinas | SP | 13092-104 | Brazil | South America | https://www.linkedin.com/in/tom%C3%A1s-jordan-zakia-946068178/ | Real Estate | 2.017 | https://www.linkedin.com/company/wit-advisory/ | https://www.wit.com.br/ | With our roots in the interior of São Paulo, we were born under a concept of wealth management / multi family office, aiming initially to serve family and friends. The structure took shape and we replicated the model for business groups and other people who needed assistance and expertise in wealth management. Our team is composed of highly qualified professionals, with economic, legal and administrative knowledge and with great experience in the financial, real estate, business and insurance markets. Therefore, we are a team qualified to offer high standard services, aiming to increase in all fields of heritage. We aim to transmit to customers a new experience in asset management. | MF | ||||||
| 147 | Wright Capital Wealth Management | Alexandre | Lindenbojm | CEO & Co-Founder | 55 (11) 4883-5800 | alexandre.lindenbojm@wright.capital | contato@wright.capital | Av. Brigadeiro Faria Lima, 201, cj. 251 - Pinheiros | Sao Paulo | SP | 05426-100 | Brazil | South America | https://www.linkedin.com/in/alexandre-lindenbojm-47344546/ | Liquid and Non-Liquid Assets | 2.015 | https://www.linkedin.com/company/wright-capital/ | http://www.wright.capital/ | Wright Capital Wealth Management, a multi-family office focused on and creating lasting value for our clients' legacies. We are an independent wealth advisor founded by a team that not only has a large investment management experience, but also backgrounds in law, tax, banking and business. We measure our success by our investment performance and the quality of our advice and service, working with total alignement, transparency, discipline and passion. Our dream is to encourage our clients to invest in social and environmental transformation. | MF | ||||
| Wright Capital Wealth Management | Luciana | Zaroni | Partner | 55 (11) 4883-5800 | luciana.zaroni@wright.capital | contato@wright.capital | Av. Brigadeiro Faria Lima, 201, cj. 251 - Pinheiros | Sao Paulo | SP | 05426-100 | Brazil | South America | https://www.linkedin.com/in/luciana-zaroni-cfp®-9381b4/ | Liquid and Non-Liquid Assets | 2.015 | https://www.linkedin.com/company/wright-capital/ | http://www.wright.capital/ | Wright Capital Wealth Management, a multi-family office focused on and creating lasting value for our clients' legacies. We are an independent wealth advisor founded by a team that not only has a large investment management experience, but also backgrounds in law, tax, banking and business. We measure our success by our investment performance and the quality of our advice and service, working with total alignement, transparency, discipline and passion. Our dream is to encourage our clients to invest in social and environmental transformation. | MF | |||||
| Wright Capital Wealth Management | Fernanda | Camargo | Founding Partner | 55 (11) 4883-5800 | fernanda.camargo@wright.capital | contato@wright.capital | Av. Brigadeiro Faria Lima, 201, cj. 251 - Pinheiros | Sao Paulo | SP | 05426-100 | Brazil | South America | https://www.linkedin.com/in/fernanda-camargo-b29bb69/ | Liquid and Non-Liquid Assets | 2.015 | https://www.linkedin.com/company/wright-capital/ | http://www.wright.capital/ | Wright Capital Wealth Management, a multi-family office focused on and creating lasting value for our clients' legacies. We are an independent wealth advisor founded by a team that not only has a large investment management experience, but also backgrounds in law, tax, banking and business. We measure our success by our investment performance and the quality of our advice and service, working with total alignement, transparency, discipline and passion. Our dream is to encourage our clients to invest in social and environmental transformation. | MF | |||||
| Wright Capital Wealth Management | Alberto | Gaidys | Founding Partner | 55 (11) 4883-5800 | alberto.gaidys@wright.capital | contato@wright.capital | Av. Brigadeiro Faria Lima, 201, cj. 251 - Pinheiros | Sao Paulo | SP | 05426-100 | Brazil | South America | https://www.linkedin.com/in/gaidys/ | Liquid and Non-Liquid Assets | 2.015 | https://careers.creditas.com/ | http://www.wright.capital/ | Wright Capital Wealth Management, a multi-family office focused on and creating lasting value for our clients' legacies. We are an independent wealth advisor founded by a team that not only has a large investment management experience, but also backgrounds in law, tax, banking and business. We measure our success by our investment performance and the quality of our advice and service, working with total alignement, transparency, discipline and passion. Our dream is to encourage our clients to invest in social and environmental transformation. | MF | |||||
| Wright Capital Wealth Management | Vanessa | Ferratone | Investor Relations | 55 (11) 4883-5800 | rh@wright.capital | contato@wright.capital | Av. Brigadeiro Faria Lima, 201, cj. 251 - Pinheiros | Sao Paulo | SP | 05426-100 | Brazil | South America | https://www.linkedin.com/in/vanessa-ferratone-15677216/ | Liquid and Non-Liquid Assets | 2.015 | https://www.linkedin.com/company/wright-capital/ | http://www.wright.capital/ | Wright Capital Wealth Management, a multi-family office focused on and creating lasting value for our clients' legacies. We are an independent wealth advisor founded by a team that not only has a large investment management experience, but also backgrounds in law, tax, banking and business. We measure our success by our investment performance and the quality of our advice and service, working with total alignement, transparency, discipline and passion. Our dream is to encourage our clients to invest in social and environmental transformation. | MF | |||||
| 148 | XP Multi Family Office | Roberto | Azevedo | Global Head of MFO | roberto.azevedo@xpprivate.com | contato@xpprivate.com | Av. Pres. Juscelino Kubitschek, 1909 - 25th Floor, Torre Sul, Vila Nova Conceição | Sao Paulo | SP | 04543-907 | Brazil | South America | https://www.linkedin.com/in/roberto-azevedo-73722b19a/ | 2.006 | R$350B | robertocdeazevedo@gmail.com | https://www.xpprivate.com/ | The XP Multi Family Office is responsible for discretionary management of investments in Brazil and abroad. XP MFO is a disinterested, impartial manager, free from conflicts of interest, remunerated exclusively by the families, who can keep their assets in a major financial institution. | MF | |||||
| XP Multi Family Office | Renato | Folino | Head of Wealth Planning | renato.folino@xpprivate.com | contato@xpprivate.com | Av. Pres. Juscelino Kubitschek, 1909 - 25th Floor, Torre Sul, Vila Nova Conceição | Sao Paulo | SP | 04543-907 | Brazil | South America | https://www.linkedin.com/in/renato-folino-cfp-tep-2ba44040/ | 2.006 | R$350B | renato.folino@gmail.com | https://www.xpprivate.com/ | The XP Multi Family Office is responsible for discretionary management of investments in Brazil and abroad. XP MFO is a disinterested, impartial manager, free from conflicts of interest, remunerated exclusively by the families, who can keep their assets in a major financial institution. | MF | ||||||
| # of Firms | Firm Name | Contact First Name | Contact Last Name | Contact Title/Position | Phone Number | Fax Number | Personal Email Address | Company Email Address | Company Street Address | City | State/ Province | Postal/Zip Code | Country | Region | LinkedIn Profile | Company's Areas of Investments/Interest | Year Founded | AUM | Secondary Email | Additional Company/Contact Information | Website | About Company | MF/SF | New Office |
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