Founding partner

• Jul 2019 - Present

Advisory consulting company for Families, Companies, Entrepreneurs and Executives. The business model is to customize the service for clients and offer the highest quality work, specialized, with great dedication and that demands a high level of trust and privacy. Services for Family Offices and Families include: Support in the management of financial and non-financial assets; Inheritance and succession; Planning and Family Governance; Organization and support to the operational structure of asset management; Support in management of investments; Support in asset management; Direct investments and co-investments; Investment consolidation and reporting. Corporate Services include: Strategic planning; Strategic consultancy focused on growth and increased efficiency; Construction of Business Plans; Diversification, expansion and innovation plans; Participation in Councils; M&A support; Support for new business development. Show less

Executive Director

• Sep 2022 - Present

Serviços prestados ao Conselho Consultivo

• Jan 2021 - Apr 2022

Board Member

• Oct 2013 - Jun 2020

Executive Vice President

• Oct 2013 - May 2019

Executive management of the company, focused on managing the operational / financial result and on the diversified platform for innovation in products with high growth potential. Implementation of strategic planning, generating sustainable growth, defense of market share and profitability, in addition to reducing dependence on the traditional product with diversification into products with high growth potential;Project coordination and business development, new products and technologies, such as: - Digital Onboarding platform with mechanisms of proof of identity (including biometrics) and digital and electronic signature as support for digital transformation processes. The developed products had adherence to customers in various segments, from the financial, to health and services. - Identification of investment opportunities in fintechs, generating monetization of the customer and partner base. Show less

Head of Family Office

• 2006 - Dec 2019

Family office of family of bankers and entrepreneurs, with extensive experience in family matters, succession planning, asset portfolio management, investee companies, including, in some cases, actively participating in the companies of the Economic Group. Management of portfolios of assets and invested companies, family governance and succession planning. Monitoring of private equity investments and other portfolio companies; Member or active participant in the Board of Directors of companies invested in several segments, such as: - financial institutions in Brazil and abroad (private banking in Switzerland), airline, aerospace, energy and public security; - Coordination and execution of M&A operations, with emphasis on the sales of Banque Safdié (Switzerland) to Banco Leumi (2012), Banco Cidade to Bradesco (2002) and Equatorial Sistemas (Aerospace sector) to the Airbus Group (2006). Show less

Director of Asset Management, Operations, Back Office, Compliance and Risk

• 2003 - 2013

Financial institution with services of asset management, global portfolio consolidation and Wealth Management for high-income customers, offering tailored services and an open platform for investment in proprietary and third party products. From the start-up to the sale, command, structuring and management of various areas of the institution, having assumed leadership at different times of Operations, back office, Compliance and Risk areas, in addition to director responsible for Third Party Portfolio Management; Supported clients in structuring customized estate and succession planning solutions; Coordination and execution of the successful sale of the clients’ portfolio to Banco UBS (2013). Show less

Board Member

• Jul 2006 - Dec 2010

Board Member

• Jul 2003 - Jul 2006

Asset Management's General Director and responsible for Clients Portfolio

• 1999 - 2002

Corporate Finance Executive Director

• 1990 - 1999

Leasing Executive Director and Market Relations Officer

• 1987 - 1990

Financial and technical manager

• 1980 - 1987