Our Philosophy
Our commitment is the success of our clients. We understand the importance of preserving and growing family wealth for future generations. That's why we work diligently and with integrity to achieve your goals.
Global expertise, personal guidance:
Achieving your goals is our mission.
Our dedicated consultants are committed to providing personalized and experienced financial guidance, fostering enduring relationships built on trust and individualized attention. With extensive global expertise, they empower clients to achieve their unique financial goals, ensuring a solid path to long-term financial success.
Our independence is deeply embedded in our culture, philosophy, and processes. It is this independence that keeps us firmly focused on our primary objective: delivering long-term results for our clients, safeguarding their wealth, and assisting in the construction of their legacy.
International
Advisory
Our consultants have extensive experience in wealth management in global markets, providing valuable insights for your financial strategies
Personalized
Service
We prioritize building strong and lasting relationships with each client, ensuring personalized service that meets their specific needs.
Expertise &
Profissionalism
With a comprehensive understanding of global financial markets, our consultants are prepared to guide you in making informed and strategic decisions.
Partners
You can Trust
We are dedicated to helping you achieve your financial goals, committed to providing reliable guidance and continuous support throughout your investment journey.
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Get to Know our Team
Antonio Sa
Graduated in technology from PUC University and with a postgraduate degree in finance from IBMEC, Antonio has has over three decades of experience, working at globally renowned financial institutions such as Citi, Bank Boston, UBS, Itaú, and Royal Bank of Canada, and has been in the Wealth Management sector since 1995, becoming independent in 2013. Antonio is the founding partner of Transparenza Advisors...
Marco Aurélio Guerra de Sá, CFA
With over 25 years of experience in Wealth Management based in the USA, Marco has developed a distinguished career in the financial markets focused on global wealth management. He served as Chief Investment Officer for 17 years at Credit Agricole Indosuez Wealth Management in Miami...
Maurício Gentil
Maurício Gentil is a Civil Engineer with a lato sensu postgraduate degree in Economic Engineering and an Executive MBA from CoppeAd. With 30 years of experience in the financial markets, Mauricio has worked at renowned institutions such as Citibank, Santander, Banco Nacional, BNY Mellon, and Opportunity, serving as a manager in the Commercial Area, attending to both individuals and businesses. His vast experience...
Marcelo Gavazzi
Marcelo strengthens our multi-family office with a valuable combination of experience and knowledge in technology, business management, and financial services. He holds a degree in computer systems engineering from Mackenzie University and an MBA in Banking from Fundação Getúlio Vargas (FGV). Author of publications...
Frequently Asked Questions
Explore as respostas para as perguntas mais frequentes sobre nossos serviços de family office.estamos aqui para fornecer informações claras e orientações personalizadas para ajudar você a alcançar seus objetivos financeiros e proteger seu patrimônio.
In a market full of options, choosing the ideal investment consultancy can be a challenge. Transparenza Advisors stands out by offering a complete and personalized experience, free from conflicts of interest, with a holistic view and expertise in both onshore and offshore markets, ensuring that you make informed decisions and achieve your financial goals with security.
Unlike other institutions that may have hidden incentives to direct your investments toward specific products, Transparenza Advisors operates with total independence and transparency. Our focus is to find the best solutions for your profile and objectives, without any external influence..
Ao compreender os mercados onshore e offshore em sua totalidade, a Transparenza Advisors te oferece uma gama mais ampla de oportunidades de investimento e permite diversificar seu portfólio de forma estratégica. Essa visão global te protege de riscos e te aproxima ainda mais dos seus objetivos.
Nossa equipe de consultores experientes te guia em um processo estruturado e personalizado, desde a análise profunda do seu perfil de risco e objetivos até a seleção de investimentos adequados às suas necessidades. Através de um acompanhamento contínuo e monitoramento constante do seu portfólio, você estará sempre no caminho certo para alcançar seus sonhos.
Ao compreender os mercados onshore e offshore em sua totalidade, a Transparenza Advisors te oferece uma gama mais ampla de oportunidades de investimento e permite diversificar seu portfólio de forma estratégica. Essa visão global te protege de riscos e te aproxima ainda mais dos seus objetivos.
Sim. Acreditamos em relacionamentos duradouros e baseados na confiança mútua. Por isso, nosso serviço de consultoria não possui prazo mínimo de permanência. Solicitamos apenas um aviso prévio para encerramento do vínculo, para que possamos finalizar o processo de forma tranquila e organizada.