Your one-stop-shop for financial services

We help our clients find solutions to their financial needs, often together with experts in each area.

Financial Services

Asset/property planning

  • Property holding company
  • Real estate funds constitution
  • Negotiation in financing lines for property acquisition in Brazil and abroad
  • Asset protection

Tax optimization

  • Accounting Services (advising on IRS such as DCBE and income tax, IFRS balance sheets)
  • Constitution and management of investment vehicles (as exclusive open and closed funds), in Brazil and abroad
  • Search for the best investment vehicle and jurisdiction
Financial Services
Financial Services

Corporate Finance

  • Capital structuring and financing for several business lines in Brazil and abroad
  • Special situations in business opportunities through partner participation
  • Investment feasibility analysis (greenfields, brownfields, venture capital)
  • Investment portfolio collateralization for personal and corporate loans

Succession planning

  • Donation management (heirs, trust and philanthropic entities)
  • Governance principles
  • Search for the best vehicle for succession, ensuring future rights
  • Family holding and tax optimization
  • Avoid conflicts and facilitate the transmission of resources/matrimonial regimes and indirect heirs
Financial Services
Financial Services


Get in touch. Our service is provided in a close, consultative and individualized manner.

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