Portfolio Management

• Portfolio management for families, individuals and companies with significant financial assets, tailored to the client's needs;

• Protection against the main internal and external risks that may compromise the client's wealth, with strategies to minimize or eliminate them;

• Suggestions of opportunities that are being missed to increase wealth through smarter financial choices;

• Anticipation of scenarios so that the client's wealth is not lost, in this or future generations;

• Guidance on retirement plans, financial planning for investments or perpetuation of wealth for the next generation.