We are an independent asset & wealth management company

We carry out asset & wealth management for families, individuals and companies, based on their lives, aims and goals.

know more

About Us

Our main goal is to protect, develop and preserve the heritage of our clients, perpetuating their legacy.
We offer our clients guidance, personalized financial planning, investment strategies and their implementation.

Our Values

Transparency

We are committed to being assertive and transparent with our clients, both in terms of investments and returns.

Ethics

We have the highest ethical standards. We always act in the best interests of our clients. We stand for loyalty, integrity, trust and accountability.

Excellence

The constant quest for excellence is one of the pillars of our strategy. We understand that bringing good returns for our clients is crucial to meet their expectations and strengthen our commitment to their emotional and financial well-being.

What We do

We manage our client's assets and wealth, establishing a partnership with them to ensure we understand not only their needs but also the circumstances they go through during their lifetime, seeking to preserve and grow their assets.

Planning

We work together with our clients in order to understand their aspirations, particular needs and all the aspects that involve their assets.
We assist in defining more efficient corporate and tax structures and also in cases of succession processes.

Implementation

We seek the best investments in financial assets locally or overseas, bearing in mind the cost x effectiveness to maximize the portfolio returns.

Follow up

We present consolidated financial statements for investments held in different institutions and locations, customizing information in a simple and transparent way. We review from time to time our clients’ portfolio, seeking the best opportunities and strategies according to the market fluctuations.

Our Team

Our experience is our greatest asset!

Ana Maria Imbiriba Corrêa

Legal executive with 25 years’ experience in large international financial institutions, with Strong performance in the Capital markets, asset management, compliance, M&A, corporate and corporate governance areas. She also worked for 3 years in the credit cooperativism area, integrating the technical advisory team to the Fundo garantidor de crédito cooperativo – FGCOOP and to the Advisory Board of the credit branch of the Brazilian cooperatives organization – OCB.
Member of the Appeals Council of the National Financial system – CRSFN, a collegiate body, of second degree, part of the structure of the Ministry of Economy, whose purpose is to judge, in the last administrative instance, the appeals against the sanctions applied by BACEN and CVM as well as in the Money laudering processes, the sanctions applied by COA.

Luciane Ribeiro

With a BA in Economics and 36 years’ experience in the financial market, worked in large banks such as Boston, Safra, ABN-AMRO, Santander and Alfa in different areas such as Capital Markets, Asset Private and Wealth management. She was responsible for managing the Safra family’s wealth for 15 years. She was also Santander Asset managemet CEO from 2006 to 2016. Currently, she is a member of the Investment Committee of the UM Pension Fund in the USA representing Latin America.
Luciane is one of the founders nd diretor of W.I.L.L – Women in leadership.

André Palhari Vasconcelos


Bachelor in business administration, with over 10 years’ experience in the área of resource management. He was responsible for the Fund area at Banco Alfa de Investimento and senior analyst in the Wealth management area at Votorantim Asset Management.