Exclusive Investment Funds
We structure Iliquid and Liquid Funds as exclusive vehicles for your Investments.
Benefits
• TAXATION only on redemption - deferral tax collection
• SPECIALIZATION: Vehicles created for allocation to certain asset classes
• TAX ORGANIZATION: Statement of Quotas of a single Fund in the Annual Income Tax Adjustment
• SUCCESSION PLANNING: Possibility of donating living membership fees
• Formal PARTICIPATION in the allocation decision process via the advisory board
Vehicles
MANAGED INVESTMENT PORTFOLIO
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• For investments starting at R$ 5MM, Plancorp Capital structures a Managed Investment Portfolio, taking into account the criteria established by the client and monitoring it for review and adjustment according to the client's evolving scenario and economy. Plancorp Capital remains the Client's Formal Consultant with the Managed Portfolio.
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EXCLUSIVE MULTIMARKET INVESTMENT FUND
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• For investments starting at R$7MM, Plancorp Capital structures the Exclusive Multimarket Investment Fund, which will allow the integrated operation of the Family Office in liquid markets in Brazil and abroad, with the full optimization of the investment portfolio from a tax point of view and succession. Plancorp Capital remains the Investment Fund's Formal Consultant in accordance with the Regulations.
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OTHER EXCLUSIVE FUNDS
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• Specific funds for investments in other Funds (FICs), Equities (FIAs), Fixed Income (FRFs), Pension Plans (PGBL, VGBL), Off Shore (FIEs), Equity Investment Funds (FIPs), Real Estate Investment Funds ( FIIs) and Credit Rights Investment Funds (FIDCs) may be structured, as
customer needs.