They decided to structure their wealth with strategy, purpose, and confidentiality. Explore the profiles below and see which one best matches your current reality.
💼 Case Study #1: Arthur M. – Industrial Entrepreneur
From exposed assets to international protection with organized succession. Arthur accumulated US$26 million after decades in the industrial sector, but his asset structure was vulnerable and without a defined succession.
In our consultancy, we created an international holding company, a family trust, and reduced the annual tax burden by 38%. Today, Arthur lives with peace of mind — and his family, with clarity.
💼 Case Study #2: Fernán and Antonia – Active Retired and Investing Couple
Moving to another country, changing your vision: how to reorganize your life with more freedom. Fernán and Antonia decided to leave Europe and live between 🇪🇸 Madrid and 🇺🇾 Punta del Este.
With assets worth US$11.5 million, they were looking for tax security, succession efficiency, and protection against political risks.
Our global structure gave them something valuable back: time and autonomy.
💼 Case Study #3: Leone Family – Family Office
How to maintain the legacy in a family with heirs on 2 countries. The Leone Family faced the common challenge in business families: how to preserve wealth and harmony between generations.
With members living in 🇮🇹 Italy and 🇬🇧 United Kingdom, we structured a Family Trust, redefined roles and created a continuity plan with multigenerational governance and international tax security.
💼 Case Study #4: James K. – International Investor and Senior Executive
From silent burnout to the structure that protects his success — and his peace. James is a well-known name behind the scenes in the financial market.
Despite his high performance and digital visibility, he had no legal protection or asset structure. Our consulting helped him create international protection, diversification in global REITs, and emotional stability to continue growing safely.
💼 Case Study #5: Daniel N. – Former Military Police Officer and Current Hedge Fund Manager
A silent turnaround: from the police car to the global markets. Daniel started with a laptop in the police car and a dream in his heart: to be a hedge fund manager.
With mentoring, discipline and structure, he turned R$200 thousand into freedom. Today he lives with his family in Balneário Camboriú and earns more than R$6 million per year with his own hedge fund.
💼 Case Study #6: Helena M. – Second-generation Heiress and Global Entrepreneur
Beyond inheritance: how to create a structure that reflects who you are. Helena inherited real estate, funds, and stakes in startups — but without clarity or purpose.
In two months of in-person consulting, we consolidated her international structure, aligned her investments with what she truly believes in, and transformed a scattered asset into a legacy with direction.
🎯 Want To Understand How Our Consulting Can Be Applied To Your Context?
If you saw yourself in any of these profiles — or feel ready to write your own story with more strategy and confidence — click the button below and see how we can begin this journey together:
👉 Find Out What We Can Do For You →
