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We help families grow and secure their wealth over generations

Network supports families with practical financial guidance, helping them grow and secure their family wealth.

With decades of experience serving families like yours, we understand the challenges of balancing current needs while planning for the future. In these changing times, it's more important than ever to have the right advice to confidently move forward and achieve your family goals.

Families are at the heart of everything we do.

Reserve a sua sessão gratuita de 30 min com os nossos Consultores

SERVICES

A SINGLE SOLUTION

Our family office services will make your life easier. We help you manage every aspect of your financial and professional services through our network of accredited specialists. From financial planning, accounting and tax advisory, finance and lending through to estate planning, we will help you with everything. And the best part is that you have one trusted point of contact for everything.

We aim to simplify things, guide you through every stage of your planning, and help you feel secure knowing that your financial and family matters are handled smoothly and with your best interests at heart.

Helping families manage everything. In the one place.

Our family office services will help you organise and simplify your family’s financial needs

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OUR APPROACH

We provide a three-way strategic approach to your family wealth management.

PLANEJAMENTO FINANCEIRO

Going beyond traditional financial planning and wealth management, we adopt a holistic approach
in developing your comprehensive strategic family plan. This includes addressing legal matters, tax implications, business succession, estate planning, and risk management to give you confidence in your future planning.

SEGUROS E GESTÃO DE RISCOS

A team of accredited professionals will help you anticipate, plan, and navigate the financial, social, and family challenges that will arise over the generations ahead. We will serve as your financial concierge, helping your family grow your wealth and assess new opportunities and manage risks.

INVESTIMENTOS
& GESTÃO DE PATRIMÔNIO

It's more than just growing family wealth; it's also about building meaning, purpose, and taking care of the truly important things in life. We will help you transition your family wealth to the next generation and coordinate a network of dedicated, highly skilled, and licensed professionals to safeguard your family's financial legacy.

We help families build a strong financial future

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Do you know your true financial health? Are you dealing with financial challenges such as mortgage stress, rising living costs, or trying to balance today’s expenses while building wealth for your family?

The Financial Health Check is a low-cost membership program designed to help you overcome these challenges and open up your options in life so you can feel confident and in control of your financial future.

Find out more