Family Office Solutions

We were inspired by our clients to envision solutions.

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Meet The Team

Family Office Services

Our Family Office Solutions team stands out in the main Brazilian and international rankings. These recognitions not only validate our excellence and ethics in carrying out our activities, but also reflect the lasting trust we have built with our clients and partners.

José Dumont Neto

Guilherme Sanchez

Priscila Guidi

Isabela Almeida

We Are

Solution Oriented

Every client faces unique challenges—whether it’s structuring wealth, managing liquidity, or preparing the next generation for stewardship. At Brainvest, we take a holistic approach to help you identify your goals, resolve complex financial questions, and create lasting, tailored solutions that preserve both assets and values.

I need reliable partners who can meet the demands of my family and my business. How do I select and hire the best specialists?

A significant part of my assets is illiquid. How can I generate liquidity to invest on other business onshore and offshore?

My assets are made up of shareholdings, real estate and financial assets. Are they structured in the best succession-tax way?

I have heirs with different backgrounds and interests. How can they be prepared to look after their own assets? How can they be sensitized to perpetuate the family legacy?

How We Deliver For Our Clients

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Financial Planning

Focused on tailoring solutions to align with each stage of your financial journey.

Coordination of Services

Focus on ensuring access to specialized and multidisciplinary resources.

Succession Planning

Focused on achieving legal tax optimization by carefully balancing the advantages, disadvantages, and risks associated with contractual and corporate structures.

Family Governance

Dedicated to preserving your family's assets while fostering a forward-looking vision that ensures the well-being of future generations and strengthens family culture.

Life Package

Focused on unifying complex and dispersed financial and asset information into a single, comprehensive dossier to ensure efficient management and seamless decision-making.

Wealth Planning

Focused on preserving and efficiently transferring assets from both tax and inheritance perspectives.

Business Opportunities

Dedicated to supporting families by understanding the businesses and interests of individual members, enabling the identification and assessment of unique opportunities.

Financial Education

Focused on fostering intergenerational financial education and strengthening the family’s commitment to preparing heirs for future responsibilities.