Exclusive Model. Built on Trusted Relationships.
🧭 About The Consultancy
Genius exclusively serves individuals, families and qualified investors who want to structure, protect and grow their assets in a strategic and global way. We work with people who value discretion, excellence and a personalized relationship, without the mass approach typical of banks and brokerages.
For personalized consulting, the minimum requirement is to have at least US$ 1 million in liquid assets. In the case of management of more complex structures or institutional mentoring, we mainly serve clients with more than US$ 5 million in global assets and/or with operations in multiple jurisdictions.
We offer two different formats:
• VIP Global Executive – Online service, with secure and encrypted sessions, charged by the hour.
• VIP Private Signature – In-person service in more than 20 international destinations, charged by the day and with exclusive dedication of the consultant.
• VIP Global Executive – Online service, with secure and encrypted sessions, charged by the hour.
• VIP Private Signature – In-person service in more than 20 international destinations, charged by the day and with exclusive dedication of the consultant.
Each request undergoes a confidential analysis. We assess the profile, objectives, complexity, and compatibility with our methodology. We only move forward with cases that have real potential to generate strategic value. We do not operate with volume — we operate with excellence and alignment.
Absolute Privacy. Protection in Every Detail.
🛡️ Confidentiality & Security
Yes. Confidentiality is one of Genius' pillars. No strategic information is shared without formal authorization. Our commitment to privacy goes beyond contractual clauses — it is part of our culture and professional ethics.
No. All shared data remains encrypted, and we do not sell, share or monetize information in any way. We work with cutting-edge security and our own servers located in jurisdictions with strong legal protection.
Yes. We use end-to-end encrypted platforms, with exclusive links and restricted access. No recordings are made without express authorization, and all records are stored under the client's own control, if desired.
Yes. If you wish to formalize an NDA (Non-Disclosure Agreement) before sharing information, we are prepared to do so. We also accept customized NDAs presented by our clients' partner law firms.
Multijurisdictional Vision. Strategies Beyond the Standard.
🌍 Global Strategy & Differentials
At Genius Wealth Management, we don’t deliver pre-made formulas — we design bespoke strategies with multigenerational vision, tax intelligence, and international presence. Our edge goes beyond financial management: it includes confidentiality, sophisticated asset structuring, and an approach that respects each client’s lifestyle and values. In this section, you'll understand what truly sets us apart in the global landscape of private advisory.
We work with a long-term vision and international tax intelligence. We analyze existing structures, family goals, tax residencies and legal contexts to design solutions that protect and enhance wealth with flexibility, security and efficiency.
Yes. Many of our clients have multiple citizenships, global families or operate between different jurisdictions. We have experience structuring for residents in Brazil, the US, Europe, Latin America, the United Arab Emirates and more.
Private bankers generally operate with bank products, with sales targets and little structural flexibility. Genius does not receive commissions from financial institutions. We work independently, focused exclusively on what makes the most sense for the client, without conflicts of interest.
Yes. Our model allows for individual sessions, especially in the VIP Global Executive format (online), charged by the hour. After the first session, the client decides whether to move forward with a broader strategic plan or maintain specific services.
Yes. We assist in the design, reorganization and coordination of structures such as trusts, private interest foundations, multinational holding companies and investment vehicles. All recommendations are based on legal and tax feasibility studies.
Yes. We offer a Strategic Mentoring program in Trading and Asset Management, aimed at institutional traders, sophisticated investors and managers who wish to refine their strategies, protect results and operate with an institutional capital mindset.