In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities surpass traditional financial offerings, providing a bespoke management strategy for substantial wealth.
As foundational elements in the financial ecosystem, family offices play a crucial role in ensuring the seamless transition of wealth across generations, while catering to the expansive visions and personal ambitions of the world's wealthiest families.
For investment management firms, the journey to elevate their fundraising involves the strategic challenge of identifying which family offices are open to discussing new investment opportunities. This endeavor is particularly daunting due to the private and discreet nature of family office operations.
Our database, dakota marketplace, emerges as a pivotal solution in this context as it is an unparalleled database that sheds light on the intricate world of family offices. Our platform is uniquely positioned to bridge the gap between investment firms and family offices, facilitating direct contact information and engagement with both US and international family offices.
In this article we are giving you a list of the top family offices in Brazil. To see a full list, you can view this in dakota marketplace.
1. Gerval Investimentos
AUM: $200B
Metro: Rio de Janeiro
Gerval Investimentos functions as a Family Office and serves as the family office of the Gerdau group. Situated at Av Farrapos, 1811, Floresta, Rio Grande do Sul, the firm, established on May 7, 1973, specializes in managing third-party resources through investment funds and managed portfolios. Accredited by the CVM, it maintains a dedicated team focused on resource analysis and management to safeguard and enhance client assets.
Gerval Investimentos oversees an AUM of $200 billion and operates within the Rio de Janeiro metro area. The firm's core strategy involves preserving and maximizing client assets through a comprehensive approach to resource management. With a strong emphasis on client-centric services, Gerval Investimentos is committed to ensuring the profitability and security of its clients' investments.
2. Brasil Warrant Gestao de Investimentos (BWGI)
AUM: $11B
Metro: São Paulo
The organization Brasil Warrant Gestao de Investimentos (BWGI) functions as a Family Office based in Sao Paulo, Brazil. Established in 2008, it currently oversees assets totaling $11B and maintains operations in Sao Paulo and New York. The family office, owned by the Moreira Salles Family, manages a globally diversified investment portfolio encompassing asset allocation, alternative investments, illiquid investments, and a multi-strategy hedge fund.
Brasil Warrant Gestao de Investimentos (BWGI) strategically focuses on a diversified investment approach, emphasizing asset allocation, alternative investments, and illiquid investments, alongside managing a multi-strategy hedge fund. With an impressive $11B in assets under management (AUM), the firm upholds a global presence with offices in Sao Paulo and New York, aligning its investment strategies with the Moreira Salles Family's long-term financial objectives.
3. Turim Family Office & Investment Management
AUM: $4.14B
Metro: Rio de Janeiro
Turim Family Office & Investment Management is a Family Office organization based in Rio de Janeiro. The company, located at Rua Major Rubens Vaz, 236, is recognized as a pioneer in the Multi-Family Office model within Brazil.
Turim Family Office & Investment Management manages an AUM of $4.14B and operates within the Rio de Janeiro metro area. The organization's core focus is on providing comprehensive wealth management services tailored to the needs of affluent families and individuals.
4. Monte Bravo
AUM: $3.96B
Metro: São Paulo
Monte Bravo is a Family Office organization located at R. Min. Jesuíno Cardoso, 454 - 9º andar - Vila Olímpia, Sao Paulo. Established in 2010 by Pier Mattei and Filipe Portella, the firm focuses on making a positive impact in people's lives through the Financial Market. With an AUM of $3.96B, Monte Bravo assembles a team of specialists dedicated to closely managing each client's assets within the Sao Paulo, Brazil metro area. The firm's core philosophy revolves around personalized client service and strategic financial management. Monte Bravo's commitment to excellence and tailored solutions underscores its dedication to enhancing clients' financial well-being and achieving their long-term objectives. Operating within the vibrant financial landscape of Sao Paulo, the organization continues to uphold its founders' vision of delivering exceptional financial services to its clientele.
5. Pragma Patrimonio
AUM: $3.88B
Metro: São Paulo
Pragma Patrimonio is a Family Office located at Rua Amauri, 255 3rd floor Garden Europe, São Paulo. The firm specializes in advising families and foundations on managing financial portfolios, with a focus on preserving and increasing equity in alignment with clients' beliefs and values. Pragma Patrimônio manages a substantial AUM of $3.88B and offers a diverse investment portfolio covering private equity, venture capital, private debt, real estate, infrastructure, natural resources, and hedge funds. By incorporating these alternative assets, the firm enhances diversification and aims for superior risk-adjusted returns for its clients within the Sao Paulo, Brazil metro area. The investment strategy of Pragma Patrimônio extends locally and across Latin America, encompassing a wide array of asset classes such as private equity, venture capital, private debt, real estate, infrastructure, natural resources, and hedge funds. This diversified approach is designed to optimize returns while effectively managing risk, leveraging market insights and regional expertise to identify and capitalize on investment opportunities, ensuring a tailored and strategic approach for clients seeking financial growth and stability.
6. Portofino Multi Family Office
AUM: $2.97B
Metro: Rio de Janeiro
Portofino Multi Family Office is a Family Office organization based in Belo Horizonte. Founded by Carolina Giovanella in 2012, the firm prioritizes aligning family assets with client goals to ensure transparency and minimize conflicts of interest. Serving individuals, families, and companies, Portofino offers tailored solutions to meet the unique needs of each client within the Rio de Janeiro metro area. The firm manages an AUM of $2.97B, focusing on developing exclusive and genuine alignment of interests with its clients. Portofino's commitment to customized solutions underscores its dedication to providing personalized and transparent services, reflecting its core values and client-centric approach.
7. Tera Capital
AUM: $2B
Metro: São Paulo
Tera Capital is a Family Office based in São Paulo, Brazil. The firm specializes in offering comprehensive asset and wealth management services to clients globally, focusing on absolute return strategies through direct investments and external managers.
Tera Capital manages an AUM of $2B and operates within the São Paulo, Brazil metro area. Its investment portfolios are designed to provide diversified global exposure while prioritizing absolute returns, reflecting the firm's commitment to tailored wealth management solutions.
8. Raiz Investimentos
AUM: $1.5B
Metro: São Paulo
Raiz Investimentos operates as a Family Office with its headquarters at R. Amauri, 255, 2 andar, São Paulo. The office is expanding to New York City, reflecting its transition from outsourced to in-house investment management. The firm focuses on streamlining public equity exposure while seeking uncorrelated alternatives and exploring private market opportunities for faster deployment.
Raiz Investimentos manages an AUM of $1.5B. The firm is actively reducing its public equity manager lineup and diversifying its investments from single stocks in Brazil to emerging market active managers. In the private markets, Raiz maintains an overweight position in venture capital and growth equity, targeting buyouts with higher multiples, thus aligning its investment strategy with favorable growth opportunities.
9. TNA Gestão Patrimonial
AUM: $1.22B
Metro: Rio de Janeiro
TNA Gestão Patrimonial is a Family Office organization based in Rio de Janeiro. Established in 2003, the firm follows the American multifamily office model, aiming to transform wealth into security, freedom, and tranquility. TNA distinguishes itself by providing comprehensive and impartial planning tailored to each family's unique needs, rather than offering standardized solutions.
TNA Gestão Patrimonial manages assets worth $1.224B and operates independently from financial institutions and other service providers. The firm's approach focuses on creating a personalized strategy based on individual family dynamics, ensuring a customized and client-centric wealth management experience within the Rio de Janeiro metro area.
10. JGP
AUM: $1.2B
Metro: Rio de Janeiro
JGP is a Family Office based in Rio de Janeiro. The organization manages multimarket, equity, credit, and real estate funds through four specialized teams, comprising experienced financial market professionals. This synergy among the teams fosters an intellectually rich and diverse environment for investors.
JGP oversees an AUM of $1.2B and operates within the Rio de Janeiro metro area. With a focus on delivering tailored investment solutions, the firm's expertise in various asset classes ensures a comprehensive and beneficial approach to wealth management.
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