In the Wealth Advisory Area, first of all, we understand the moment of the Entrepreneur and his Family. From there, we analyze the corporate, fiscal and succession context of family assets in Brazil and abroad. Then, the individual risk profile of the holders of this equity. 

Only after these steps will we delve deeper into the analysis of the current portfolio and design the strategy for allocating liquid resources, in different asset classes, to maximize profitability in a manner compatible with the target risk level and liquidity horizon - in Brazil and abroad. We also advise our clients on illiquid assets such as real estate and businesses.