Your legacy should be protected

Exclusive Funds - Triestor:

Succession planning with investment management, a powerful tool to preserve family estate over time.

What is an Exclusive Fund?
Exclusive funds are investment funds, which usually have one shareholder (exclusive fund) or a limited number of shareholders (restricted fund).
These funds are normally used to protect the family estate from the financial risks that can occur in legal succession events.

Another important advantage is the possibility of a fully customized portfolio structuring, aligning personal needs with professional wealth management.

How creating an exclusive fund or a restricted fund can help me?

In summary, exclusive funds are exempt from taxes levied on the fund’s internal movements, which can reduce the cost of taxes collected on estate over time.
So, regardless of wealth, each client must understand the advantages and disadvantages in creating an exclusive fund to decide whether this is the best investment strategy for him and his family.
At Triestor, you will have all the support needed to structure an exclusive fund, and you can count on all succession structuring advice, necessary to preserve your assets over time.

We work to provide you with the best life experience that your estate is able to deliver.

"Our main goal is to help our clients develop concepts of efficient asset planning, management and investment, both in Brazil and abroad."