Efficiency, transparency, and scalability—delivered from day one

Supporting a Brazilian Family Office with Scalable Investment Administration

We are pleased to welcome a new client—a distinguished family office based in São Paulo, Brazil. Currently operating as a single-family office, they were looking for a setup that could bring structure and clarity to their investment administration while offering the flexibility to grow.

From the beginning, we worked closely with them to understand their specific needs: a solution built on efficiency, transparency, and scalability for the future. With investments placed both onshore and offshore, through Brazilian banks and their international affiliates, it was essential to build a framework that could consolidate information across jurisdictions and provide a clear overview.

We now support them with daily updates, consolidated reporting, and a reliable accounting setup—giving them full control while simplifying the complexity of their investment structure.
Looking ahead, they aspire to expand into a multi-family office, and we’re proud to provide the foundation that supports that ambition. We look forward to being part of their continued journey.