Country and region
This regional page includes 50 family office profiles across Latin America, with the database recording 33 in Brazil, 5 in Chile, 4 in the Bahamas and 2 in Colombia. The city data is concentrated in Sao Paulo, which has 20 entries, followed by Porto Alegre and Santiago. The recorded interests include private equity, real estate, hedge funds, alternative investments and venture capital, as well as fixed income and infrastructure. The list includes 9 single-family offices and 41 multi-family offices. Assets under management are disclosed for 38 profiles, offering one useful comparison field alongside other public profile details. Founders, fund managers and advisers can use the coverage to identify potential research leads, then check each office's location, structure and stated interests before deciding whether outreach makes sense.
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 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.
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.
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.
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.
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.
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.
Vêneto Family Office provides financial advice and asset management services to families and high-income clients. Its stated investment areas include private equity funds and real estate.
Sten is a multi-family office that provides independent wealth management. Its services focus on protecting assets and preserving family legacies across generations.
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.
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.
J. Mendes Investment Office is a single-family office based in Brazil.
MMZR Family Office is a multi-family office focused on managing the global assets of families in Brazil and abroad.
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.
NíKN Capital is a multi-family office providing wealth planning, illiquid asset management and domestic and offshore portfolio services.
KPC is a multi-family office focused on investments for high-net-worth investors.
Nebraska Capital provides personalized wealth management and financial planning for clients seeking to preserve and manage family assets. Its services include risk control, tax planning and succession planning.
Citrino Gestão de Recursos is a single-family office focused on investment strategies for illiquid assets.
W Advisors is a multi-family office serving families in Rio Grande do Sul and Santa Catarina. Its stated investment areas include real estate, private equity, and hedge funds.
Oslo Patrimônio is a multi-family office located in Porto Alegre, Brazil. Its stated investment area is real estate investment funds.
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.
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.
Blue Star provides multi-family office services in São Paulo.
Pursa F.O. Investimentos is a single-family office that manages the family’s investments, legacy and collective needs. Its stated investment areas include fixed income, hedge funds, the stock market and private equity.
Grupo Maubisa manages assets for the Amorim Biagi family, with business roots in agribusiness. Its activities include agriculture, real estate, private equity, and capital market investments.
ACBR Participações e Administração is a single family office focused on preserving family assets.
Nob Hill Family Office is an independent Brazilian multi-family office and advisory firm serving individuals and business families. Its services include wealth management, succession planning, investment policy design, and cross-border structuring, and it connects investors with opportunities across private markets.
Deminvest is a single-family office focused on investment management and real estate development in Brazil. Its activities include logistics condominiums, following the family’s earlier involvement in food retail.
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.
Milenium Multi Family Office provides personal and family wealth management services. Its work includes asset preservation and advice on investment, financial, and legal matters.
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.
WIT Wealth Investments & Trust is a multi-family office that provides wealth management services to families, business groups and individuals. Its team has experience in financial, real estate, business and insurance markets.
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.
Investis Family Office is an independent single-family office focused on family wealth governance, investment strategy, risk management, succession planning, and continuity across generations.
FortCay Family Office Advisory is a multi-family office serving families with investment management and wealth planning. Its services include support for family wealth stewardship and long-term planning.
Holdun Family Office is a multi-family office and fifth generation family business tracing its history to the Holt family. It provides wealth management, private investment, tax, succession, trust and concierge services to families and individuals.
Fitzpatrick Family Office manages and invests family wealth across industries and holdings globally. Its stated areas include renewable energy, private equity, venture capital, residential real estate, and commodities.
IPG Family Office provides administrative, logistical, and advisory support to families managing financial and business affairs. It can coordinate a range of office functions and specialist providers.
Clairmont Advisors is a multifamily office based in Nassau, Bahamas. It serves a small group of clients from Europe and the Americas.
Adcapital is a multi-family office providing integrated services related to asset and wealth management. It serves people, families, and institutions with solutions tailored to their needs.
Aston Advisors is an independent financial advisory firm operating as a multi-family office. It structures and advises on global investment portfolios and supports clients in understanding and managing their financial assets.
DORCO Investments is a multifamily office based in Santiago, Chile. It provides wealth management services to high-net-worth clients in Chile and internationally.
Luzern Capital is a multifamily office that provides financial advice to business families and private clients. Its services include asset allocation, risk management, real estate and project advice, business evaluation, and consolidation of family assets.
Vicapital provides independent investment management advice to individuals, families, and foundations. Its services are tailored to clients’ investment objectives.
KIT Capital is a family office focused on investment and business development opportunities in Latin America and EMEA. Its activities include growth equity, real estate, operational turnarounds, and asset sales.
Gutierrez Group is a multi-family office providing advisory, investment, business, and consulting services in Colombia. It serves clients living, investing, relocating, or conducting business in the country, including individuals and companies.
SweetWater Securities is a multi-family office serving Panamanian families. It provides tailored asset management solutions with access to local and international capital markets.
Gamnic Multi-Family Office manages investments for high-net-worth individuals in Peru. Its stated areas include investment funds and private and real estate businesses.
Valumonics is a professional services firm that offers multi family office services.
Pérez Burillo Family Office is a multi-family-office-style advisory serving families, individuals, and companies. Its services cover wealth planning, investment strategy, tax structures, succession, trusts, family-business governance, portfolios, real estate, and administration.
Orion Advisors is a multi-family office and advisory firm providing wealth planning, structuring, and management services. It works with family holdings and assets across multiple jurisdictions.
340 events hosted since 2007, from summits to small workshops.
The listed country data records 33 profiles in Brazil, 5 in Chile, 4 in the Bahamas and 2 in Colombia, with additional profiles assigned to other countries in the regional results. The page includes 50 profiles in total. The counts describe database coverage, not the overall number of family offices in the region.
Private equity appears on 27 profiles and real estate on 23. Hedge funds, alternative investments and venture capital are also frequent labels, with fixed income and infrastructure represented as well. These fields help with initial screening, but they do not establish whether an office is actively considering a particular fund or transaction.
Sao Paulo has 20 entries, followed by Porto Alegre with 4 and Santiago with 3. New Providence and Santiago de Chile each have 2. the profiles on this page records some locations under distinct labels, so the counts should be read as the profile labels provided rather than consolidated city totals.
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