International Wealth Management

International Investments

Internationalization of assets is important for maintaining a healthy investment portfolio that is protected against country risk – in our case, Brazil.
Receiving income in strong currencies from countries with fiscal and financial stability is important for preserving the purchasing power and securing a safer retirement protected from the risk of inflation.
Despite all the benefits that the internationalization of assets may bring to the investment portfolio, great care is needed, since the assets will be subject to the legislation of other countries, and this requires an understanding of legal and tax aspects that is fundamental for asset protection abroad.

We are a wealth management office, accredited by the Brazilian Securities and Exchange Commission (CVM), specializing in structuring international investments and managing markets risks abroad.

How does Triestor help you to invest abroad?

With an amount as low as USD 20,000 it is already possible to begin an international investment portfolio and start a healthier relationship with your assets. Triestor has a team that is specialized, experienced and knowledgeable regarding the international market; we encourage all our clients to start their asset internationalization safely. By means of partnerships with major international institutions, our main objective is long-term investment without currency speculation to help our friends and clients achieve their retirement plans in stable currencies such as the dollar and euro, and ensure a more peaceful future for all families.

Good fundamentals have, as a consequence superior return rate on your investiments.

INVESTMENT DISINTERMEDIATION

To use financial products that enhance the return on investments, reducing the number of intermediaries that participate in the financial products distribution chain.

FUNDAMENTAL ANALYSIS OF ASSETS

To understand the risks of each fixed- and variable-income product by means of the study and the fundamentals of each financial market issuer.

LEGAL RISK MANAGEMENT

To invest assets by means of appropriate structures, from the legal point of view, anticipating any problems that may occur during the process of asset construction;

TAX RISKS MANAGEMENT

The least obvious way to build up equity is to choose investment structures that reduce the tax burden on our equity, thus increasing the rate of return on invested equity;

International Portfolio

The profitability of an investment portfolio is the simple consequence of financial risk management and the appropriate choice of assets, according to the need to use the family estate over time.

With investments structured by fundamental analysis and modeled by statistics, we generate higher returns than the conventional structures available in the financial market, with greater predictability and greater fluctuation control.

Our results demonstrate how accurately grounded investment assumptions are essential for better long-term returns.

International Portfolio cumulative return

1. Past profitability does not guarantee future returns;
2. Cumulated returns represent the performance of the portfolios managed by Triestor

How to build an investment portfolio?

Personal and familiar
financial diagnosis

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The first step is to understand all personal financial needs, mitigating short, medium and long-term risks. All legal, financial and tax risks should be perceived.

Asset Allocation and
Investments structuring

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After fully understanding all familiar and personal economic needs, we move on to the asset allocation stage, with both national and international allocation strategies, communicating capital usage with invested assets.

Reassessment

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Every six months, each client is reassessed from a monetary point of view, in order to realign the portfolio structure to financial needs, as personal plans may change or the financial market may sway, being essential the continuous analysis of risk and liquidity of each family.

How does asset internationalization help succession?

Only with technical knowledge can an investment portfolio be structured to mitigate legal and tax risks that may impact family economic stability, protecting families even from financial insolvency when legal succession occurs.

Succession events can have a huge impact on family assets at a very difficult moment.

Legal succession involving minor children can compromise up to 25% of the family’s wealth.