Our proprietary Asset Allocation allows us to have personalization, modernity and agility in the strategy of your investments.
We combine our expertise in the financial market with your long-term needs in the tailor made concept. The work is carried out with consolidated and customizable reports, succession planning, financial planning and the international area through a multidisciplinary and highly specialized team.
We are 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 brazilian organization, made by brazilian, with the mission to transform the asset management of large families around the world, 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.
Seek the perpetuity of the family heritage and legacy
through relationships, work and ethics.
We believe in the strength of work to achieve our goals.
Our focus is the customer, our link is with the Investor.
We value long-term relationships based on ethics and transparency.
Internal Policies and constant training to maintain confidentiality and customer privacy.
Experience the best moments while we take care of your Heritage.
Av.
Desembargador Moreira, 1.300 – Room 1612 – North Tower, BS Design
Corporate Towers – Aldeota | Fortaleza – CE | 60.170-002 | Brazil
