Our independence is at the core of our culture, philosophy, and processes.
It is what keeps us focused on our primary goal: delivering long-term results for our clients, preserving their wealth, and helping build their legacy.
With our Multi-Family Office, you can count on...
A dedicated team to address your specific needs
The benefit that only an independent firm can provide: completely eliminating any conflicts of interest
Transparency in the investment process and its associated costs.
Our commitment to honoring the trust placed in our company, its executives and advisors
Global experience and access to exclusive investment opportunities in Brazil and abroad.
Direct access to representatives of financial institutions and other specialists with whom you work or may work in the future.
Discover why clients trust Transparenza Advisors to manage their investments
Our organic growth throughout our history of over 25 years of lasting relationships proves our commitment to the success of our clients, generation after generation.
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Liquidity
Our team consists of professionals with extensive experience in both local and international markets. We build our investment theses based on research and assessments produced by some of the best global analysis firms.
Protecting our clients' wealth is our mission. We do not sacrifice liquidity for returns, especially since the latter is never guaranteed. We always prioritize the best "way out" for each investment, even if it means foregoing seemingly more profitable opportunities.
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Clarity
Clients can maintain their existing banking relationships and contacts at these institutions. There's no need to replace custodians or complete endless forms and applications.
We understand that market jargon and anglicisms can cause confusion or misunderstandings in communication. Our reports and updates are easy to understand, and our responses to any inquiries are clear and effective.
Security
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Profitability
We own our business and operate independently. As fiduciaries, we always put our clients' interests ahead of our own. We believe our reputation depends solely on the long-term relationships we build with each family we have the privilege to serve.
Our focus is on achieving superior risk-adjusted returns for our clients, while respecting their risk profile, liquidity needs, profitability goals, and legacy. After a thorough analysis of these variables, we discuss the possible scenarios and outcomes for each strategy considered. We make every effort to avoid disappointing expectations
Learn more about how we can help you achieve your goals.
Our Multi-Family Office offers a complimentary strategic analysis for qualified clients, helping you assess whether your wealth is protected and aligned with your goals.
In our initial assessment we evaluate:
Alignment with your risk profile and financial goals
Structure and efficiency of investment allocation.
Tax and succession optimization.
Cost efficiency and fees charged.
Our Services and Areas of Expertise
We provide our clients with holistic and personalized service in managing their onshore and offshore investments, tax and estate planning, with a focus on growing and preserving family wealth. Discover our services and areas of expertise:
Global Asset Management
Our consultancy simplifies the management of your wealth. We have a multidisciplinary team with over 30 years of experience in Brazil, the US, England, Uruguay, and Portugal. By identifying global risks and opportunities and having a comprehensive view of our clients' assets—both onshore and offshore—we make investment and risk management more efficient. There are times when it makes more sense to assume risks in Brazil, and other times when the risk should be more concentrated abroad.
Risk Management
Minimize Risk e Maximize Peace of Mind Understanding each family's situation forms the basis for defining a long-term investment strategy. The pursuit of "maximum gain" exposes investors to unnecessary risks, often disconnected from their true ambitions. Just as suggested by the Utility Theory, in economics, which teoria da “utilidade” da riqueza prompts reflection and re-evaluation of goals, reducing the likelihood of unmet expectations.
Succession Planning
Ensure family peace with our estate planning. Avoid uncertainties and preserve your legacy. We define the distribution of assets clearly and fairly, minimize taxes, and prepare the next generation to manage the wealth. Have peace of mind knowing your family's future is secure.
Legacy and Philanthropy
Bring family values and generosity, together. There is no guaranteed recipe for the perpetuity of wealth. Unexpected events can occur. However, some instruments can help minimize part of the risks, increasing your chances of building a lasting financial legacy and ensuring that your assets are distributed according to your wishes after your passing. Some of the most commonly used instruments are wills and trusts. We guide our clients on the most suitable solutions and oversee their implementation.
Legal and Tax Planning
Avoid tax and legal surprises. Good planning in these areas can provide significant advantages, such as reduced exposure to unexpected risks and optimization of the tax burden on assets, income, and succession. We can assist you throughout this process, from identifying potential risks to implementing the most suitable solutions.
Aware of the opportunities and challenges that come with family wealth, we recognize that for our clients, prosperity is based on a balance between security, growth, and legacy.
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We serve clients at any institution.
Your money, your relationship, your bank. You choose.
We work with the institution of your choice, both in Brazil and abroad! Here are some examples of partnerships:
We serve clients at any institution.
Your money, your relationship, your bank. You choose.
We work with your preferred institution, both in Brazil and abroad! Here are some examples:.
