Consulting Locations: Where and How You Prefer
In our personalized consulting, we understand that the relationship with our clients goes beyond numbers and strategies. We want to be more than experts — we want to be your best friends and confidants, closely following every step of your financial journey.
We offer both online and in-person meetings, always respecting your schedule and preferences.
We offer both online and in-person meetings, always respecting your schedule and preferences.
In-Person Meetings:
If you choose to meet in person, we guarantee that it will be a light, relaxed experience that is aligned with your lifestyle. We can meet in the comfort of your office, during a round at the golf club, while having lunch at your favorite restaurant, while fishing on your yacht or strolling through your farm. Even a coffee at your home becomes an opportunity to align goals and strategies.
We are committed to making the wealth management process not only efficient, but also enjoyable and personal. We are here to be more than consultants — we will be close and trusted partners in every important decision.
We are committed to making the wealth management process not only efficient, but also enjoyable and personal. We are here to be more than consultants — we will be close and trusted partners in every important decision.
Online Meetings:
Choosing an online meeting with our personalized consultancy means choosing convenience, flexibility and security. No matter where you are—as long as you have a broadband connection, we are ready to provide the support you need. Whether you are at home, in the office or even while traveling internationally, you can easily connect with us.
Through our exclusive, fully encrypted and secure platform, you will have access to a complete and intuitive experience. Online meetings can be held via video conference or chat, depending on your preference, ensuring personalized and direct service, as if we were side by side.
We are here to be your partners and confidants, regardless of the distance. After all, wealth management does not need to have borders.
Through our exclusive, fully encrypted and secure platform, you will have access to a complete and intuitive experience. Online meetings can be held via video conference or chat, depending on your preference, ensuring personalized and direct service, as if we were side by side.
We are here to be your partners and confidants, regardless of the distance. After all, wealth management does not need to have borders.
Who We Advise
We advise exclusively a highly selected clientele—family entities, foundations, and offshore trusts with a minimum net worth of US$5 million.
- Single-Family Offices (SFOs)
- Multi-Family Offices (MFOs)
- Offshore Foundations
- Offshore Trusts
We also advise qualified investors who demonstrate a net worth of more than US$1 million, excluding their primary residence (individually or jointly with a spouse or partner).
- Corporate Executives
- High-Level Athletes and Artists
- High-Net-Worth Individuals (HNWIs)
- Ultra-High-Net-Worth Individuals (UHNWIs)
How Our 7-Step Approach Works
Our consulting is conducted with method, listening and absolute attention to detail.
Each step was designed to ensure a personalized, strategic and transformative experience — from the first contact to ongoing monitoring.
Here's how we conduct each step:
Each step was designed to ensure a personalized, strategic and transformative experience — from the first contact to ongoing monitoring.
Here's how we conduct each step:
1. First Contact & Scheduling (Online or In-Person):
It all starts with a gesture of interest — via website, phone or recommendation. From there, our team gets in touch to understand your initial priorities and schedule your first meeting, in the format you prefer: online or in-person, with complete discretion.
2. Presentation and Alignment Meeting (Discovery):
The time to get to know you — your goals, concerns and vision for the future. We conduct a light and trustworthy conversation to understand your lifestyle, family priorities and asset structure. We begin the initial mapping that will guide the entire journey.
3. Personalized Analysis and Diagnosis:
Based on the information gathered, we perform a detailed analysis of your asset situation, risk profile and short, medium and long-term goals. We identify opportunities, points of attention and what can be strengthened to protect and expand your structure.
4. Second Meeting (Online or In-Person):
We present a preliminary plan, with strategies aligned with your reality and long-term vision. We explain the possible paths, adjust them according to your feedback and refine each part of the plan, with total transparency.
5. Implementation of the Strategic Plan:
We help you — or your internal team — in implementing the approved strategies. We keep you informed at each stage, with clear communication and close monitoring, respecting your pace and decisions.
6. Continuous Monitoring & Periodic Reviews:
We periodically reassess your structure, with strategic meetings to adjust according to the market scenario, family changes or new opportunities. You will have the confidence to make decisions based on real facts and continuous guidance.
7. Constant Support from Your Consultant — and Trusted Friend:
More than just consulting, we offer a presence. We will be by your side in the moments that matter — not only as advisors, but as true allies. We build strong, long-term relationships based on trust, confidentiality and shared vision.
That’s the difference between having someone provide a service — and having a partner who walks with you through your wealth journey.
We'll Guide You Throughout Your Journey
For your first consulting meeting, choose where you want to start and our experts will guide you throughout your financial journey. Premium services, personalized attention, absolute privacy and exceptional results are our tradition.
Want to reach your financial goals?
Select your starting point and we'll take you there:
Building and preserving wealth is a goal shared by many, but few know how to do it safely and privately. In an increasingly digital and connected world, protecting your assets and maintaining the confidentiality of your financial transactions has become essential to ensure peace of mind and stability.
In this context, well-structured and protected financial strategies are essential for those who want to increase their wealth without giving up privacy. With the right approaches, it is possible to achieve financial growth in a sustainable way, protecting your personal information and maintaining full control over your assets.
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In this context, well-structured and protected financial strategies are essential for those who want to increase their wealth without giving up privacy. With the right approaches, it is possible to achieve financial growth in a sustainable way, protecting your personal information and maintaining full control over your assets.
Let's explore how smart strategies can help you safely expand your wealth, while maintaining the discretion necessary to preserve your financial freedom. Click here to learn more about our solutions!
When we think about the future, we want more than just financial stability—we seek prosperity accompanied by peace of mind. True security goes beyond accumulating wealth; it's about building a solid foundation that allows you to live with peace of mind, knowing that your financial choices are protecting what you value most.
Investing in your future means planning strategically, making decisions that ensure wealth growth without compromising the security of your resources. With a balanced and intelligent approach, it is possible to achieve your financial goals while preserving serenity and well-being for you and your family.
Let's explore how wealth management strategies can provide continued prosperity, allowing you to live in the present with confidence and security. Click here to learn more about our solutions!
Investing in your future means planning strategically, making decisions that ensure wealth growth without compromising the security of your resources. With a balanced and intelligent approach, it is possible to achieve your financial goals while preserving serenity and well-being for you and your family.
Let's explore how wealth management strategies can provide continued prosperity, allowing you to live in the present with confidence and security. Click here to learn more about our solutions!
Having clear goals is the first step to achieving success, but it is the combination of vision and strategy that truly transforms plans into concrete results. To thrive in the world of business and wealth management, it is essential to adopt efficient planning that aligns personal and financial goals in a structured and practical way.
Clarity about where you want to go allows you to define the right path, while well-designed strategies ensure that each step is taken with security and purpose. With a focused and intelligent approach, you not only avoid waste, but also maximize opportunities, building a solid and promising future.
Let’s explore how setting clear goals and adopting effective strategies can drive your growth in a continuous and sustainable way. Click here to learn more about our solutions!
Clarity about where you want to go allows you to define the right path, while well-designed strategies ensure that each step is taken with security and purpose. With a focused and intelligent approach, you not only avoid waste, but also maximize opportunities, building a solid and promising future.
Let’s explore how setting clear goals and adopting effective strategies can drive your growth in a continuous and sustainable way. Click here to learn more about our solutions!
A true legacy goes beyond financial achievements—it’s about ensuring that the wealth built over a lifetime continues to thrive, benefiting generations to come. Building lifetime wealth means establishing solid foundations that provide stability and continued growth, even in the face of future challenges.
Strategic family wealth management not only protects accumulated assets, but also ensures that your values, principles, and achievements are preserved and passed on in a planned manner. By investing in smart estate planning, you ensure that your financial inheritance not only remains intact, but flourishes over time.
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Strategic family wealth management not only protects accumulated assets, but also ensures that your values, principles, and achievements are preserved and passed on in a planned manner. By investing in smart estate planning, you ensure that your financial inheritance not only remains intact, but flourishes over time.
Let’s explore how to build a legacy of lifetime wealth, ensuring security, prosperity, and continuity for future generations. Click here to learn more about our solutions!
