Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
XP Multi Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 2006
XP Multi Family Office manages investments in Brazil and internationally on a discretionary basis. It is compensated by the families it serves, which can hold assets at a financial institution.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Not stated
G5 Partners
Sao Paulo, SP, Brazil | Multi-family office | Founded 2007
G5 Partners is a Brazilian multi-family office providing wealth management and financial advisory services. Its services include asset management, fiduciary administration, capital solutions and advice on mergers and acquisitions.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Venture Capital, Real Estate, Private Credit, Hedge Funds
Aqua Wealth Management S.A.
Sao Paulo, SP, Brazil | Multi-family office | Founded 2009
Aqua Wealth Management is a multi-family office that provides wealth management and planning services to families. Its stated services include traditional investments, alternative investments, corporate finance, and mergers and acquisitions.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Venture Capital, Real Estate
Península Participações
Sao Paulo, SP, Brazil | Single family office | Founded 2006
Península Participações manages proprietary assets for the Diniz family through private and liquid investment vehicles. Its activities include strategic assets, private equity, real estate, and asset management.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
- Wealth source
- Diniz family; source not stated
Raiz Investimentos
Sao Paulo, SP, Brazil | Single family office | Founded 2014
Raiz Investimentos is a São Paulo-based single family office founded to manage wealth generated from the sale of Sem Parar, an electronic toll-payment operator. It invests in liquid and illiquid opportunities, with a focus on telecom, technology, infrastructure, and fintech.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Venture Capital, Direct Investments, Infrastructure
- Wealth source
- Proceeds from the sale of Sem Parar, an electronic toll-payment business
Jera Capital Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 2014
Jera Capital is an independent Brazilian multi-family office based in São Paulo. It describes a global wealth management approach for families, with strategies spanning diversified portfolios, liquidity and real-economy opportunities.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Public Equities, Fixed Income, Infrastructure, Private Credit, Funds
Sten Multi-Family Office
Sao Paulo, SO, Brazil | Multi-family office | Founded 2023
Sten is a multi-family office that provides independent wealth management. Its services focus on protecting assets and preserving family legacies across generations.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Portofino Multi Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 2012
Portofino Multi Family Office provides wealth and investment management services to families in Brazil and abroad. It began as a single family office and later expanded to serve multiple families.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds
Berkana Patrimonio
Sao Paulo, SP, Brazil | Multi-family office | Founded 1999
Berkana Patrimonio is a multi-family office and resource manager based in Brazil. It works with family assets and provides support on tax and corporate structures and succession planning.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds
MMZR Family Office
Sao Paulo, SP, Brazil | Multi-family office
MMZR Family Office is a multi-family office focused on managing the global assets of families in Brazil and abroad.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Baluarte Capital Gestão de Recursos Ltda.
Sao Paulo, SP, Brazil | Multi-family office | Founded 2016
Baluarte Capital is an independent, fee-only multi-family office providing wealth management to high-net-worth families and investors. Its services include investment selection, asset organization, tax efficiency, and succession planning.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Fixed Income, Public Equities, Private Equity, Funds, Real Estate, Hedge Funds
KPC Consultoria Financeira Ltda
Sao Paulo, SP, Brazil | Multi-family office | Founded 2005
KPC is a multi-family office focused on investments for high-net-worth investors.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate
Citrino Gestão de Recursos Ltda.
Sao Paulo, SP, Brazil | Single family office | Founded 1989
Citrino Gestão de Recursos is a single-family office focused on investment strategies for illiquid assets.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Julius Baer Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 1999
Julius Baer Family Office is a multi-family office in Brazil formed by teams from GPS Investimentos and Reliance. It provides independent investment advice and wealth management services.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds
DarolPar
Sao Paulo, SP, Brazil | Multi-family office | Founded 1999
DarolPar provides advice on financial structures, asset allocation, investment selection, and portfolio management. Its stated investment areas include private equity, venture capital, hedge funds, alternative investments, and fund-of-funds.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds, Funds
Blue Star E Asset Management Ltda
Sao Paulo, SP, Brazil | Multi-family office | Founded 2011
Blue Star provides multi-family office services in São Paulo.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
Enseada Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 2012
Enseada Family Office advises individuals and families on managing liquid and illiquid assets globally. It makes direct and indirect investments across sectors and may participate in structuring business models and investment vehicles.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments, Funds
Eleva Invest
Sao Paulo, SP, Brazil | Multi-family office | Founded 2016
Eleva Invest is a multi-family office that provides investment guidance and works with investment platforms and banks in Brazil and internationally. It describes its compensation as a fixed fee.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Vita Investments
Sao Paulo, SP, Brazil | Multi-family office | Founded 2016
Vita Investments is a multi-family office focused on investment advisory and financial planning. It describes a long-term investment approach that emphasizes maintaining portfolio assets through market volatility.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Fixed Income, Hedge Funds, Private Equity, Public Equities
Investis Family Office
Sao Paulo, SP, Brazil | Single family office | Founded 2018
Investis Family Office is an independent single-family office focused on family wealth governance, investment strategy, risk management, succession planning, and continuity across generations.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities, Fixed Income, Real Estate, Infrastructure
- Wealth source
- Not stated
Hieron Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 2019
Hieron Family Office is part of an independent group providing wealth management, investment, and financial solutions to clients. Its stated purpose includes supporting the organization and management of family financial and equity resources.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Funds, Real Estate, Private Equity, Venture Capital, Private Credit
Carpa Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 2015
Carpa Family Office is a multi-family office providing personalized support to families across investments, wealth structuring, lifestyle matters, and heir education. Its approach combines investment and family services tailored to each household.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Hedge Funds, Private Equity, Venture Capital, Real Estate
Carpa Patrimonial
Sao Paulo, SP, Brazil | Multi-family office | Founded 2015
Carpa Patrimonial is a multi-family office serving individuals and families. Its services include investment management, estate planning, and wealth management.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Funds, Hedge Funds, Private Equity, Venture Capital, Real Estate
Wright Capital Wealth Management
Sao Paulo, SP, Brazil | Multi-family office | Founded 2015
Wright Capital Wealth Management is a multi-family office and independent wealth adviser based in São Paulo. Its stated areas include liquid and non-liquid assets, with services spanning investment management, legal, tax, banking and business expertise.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
AC2 Investimentos
Sao Paulo, SP, Brazil | Multi-family office | Founded 2012
AC2 Investimentos is a multi-family office that manages equity for a group of families according to their objectives. Its stated investment areas include private equity, real estate, and hedge funds.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds
Portogallo Investimentos
Sao Paulo, SP, Brazil | Multi-family office
Portogallo Investimentos is a multi-family office that develops diversified portfolios for families and clients. Its investment approach considers market and economic factors and investor profiles.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds, Fixed Income
InvestPort
Sao Paulo, SP, Brazil | Multi-family office | Founded 2004
InvestPort is an independent wealth management and multi-family office company. It allocates resources according to client objectives and risk profiles, with stated interests in private equity, alternative investments, hedge funds, and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds, Real Estate
Illan Participações
Sao Paulo, SP, Brazil | Multi-family office | Founded 2001
Illan Participações is a multi-family office focused on alternative investments for families and high-income individuals. Its stated investment areas include private equity, real estate assets and technology startups.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Venture Capital
Excelsior Family Office
Sao Paulo, SP, Brazil | Multi-family office | Founded 2016
Excelsior Family Office provides family financial management through an investment consultancy and resource management firm. Its services include investment strategies informed by client analysis.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Funds, Hedge Funds
TERA Capital
Sao Paulo, SP, Brazil | Multi-family office | Founded 2015
TERA Capital is an independent multi-family office that provides asset management and planning services. Its stated investment areas include hedge funds, equities and credit.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Hedge Funds, Public Equities, Private Credit
Soma Invest
Sao Paulo, SP, Brazil | Multi-family office | Founded 2013
Soma Invest is a multi-family office in São Paulo managing assets across countries and currencies for families and individuals. It follows a long-term, fundamental investment approach.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital