Achieve your financial freedom with the help of Finacap
You can make your dreams come true when you manage your resources professionally!
At Finacap, our purpose is to help you achieve your goals, always respecting the risk profile and particularities of each client.
We have been operating under the multi-family office model for over 20 years, during all these years we have helped several families achieve their goals through wealth management.
We know that the financial market can be very complex and difficult to understand, which is why we value a high level of relationship and alignment with our clients.
Why choose Finacap?
Independent Management Model
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No conflicts of interest in the remuneration structure
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No exclusivity with investment platforms
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Best cost-benefit ratio for Wealth Management
Service
Custom
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Optimized structures in accordance with legislation and tax regime
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Construction of individualized financial planning
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Constant monitoring of the allocation plan
Expertise in Wealth Management
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Managers with more than 20 years in the market
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Professionals certified by the most regonized institutions (CFA, CFP, ANBIMA)
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Consistent track record
Our services
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Investment Process
Definition of capacity and risk tolerance and financial objectives
Risk Profile
1
Preparation of the allocation plan, considering specific characteristics
Portfolio rebalancing and planning review
Goals
Strategy
Monitoring
Execution
Determination of expected return and associated risk level
Selection of assets according to the established strategy
2
3
4
5
