National Wealth Management

What is family office?

Counting on structures for exclusive national and international investments and professionals specialized in various areas of the financial market, the Family Office is a unique service structure which aims at helping families to better understand how to build and enjoy their estate by increasing the profitability of investments while mitigating legal and tax equity risks.

We are a securities management office headquartered in Brasília – Brazil, accredited by the CVM and specializing in risk management of family estates.

A Family Office aims to provide all financial solutions by means of portfolios of fixed- and variable-income investments associated with legal and tax consulting services designed to build and protect your family estate.

What does Triestor do to protect your family?

A good investment portfolio is not only profitable, but it also serves to protect the construction of family wealth over time, creating financial structures that increase the rate of return on equity, optimize the tax structure of investments and protect the family during succession processes.
Triestor specializes in the profitability and protection of family estates.

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;

National 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.

National 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 Triestor 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.