We are a Multi-Family Office operating on a Single-Family Office concept.
We build value whilst you build your story. A comprehensive range of bespoke solutions for every family — from investments to lifestyle.
We provide professional services to individuals.
Carpa Family Office was born from a realisation: individuals need professional guidance. We are here to support you in this journey.
We are a multi-family office operating on a single-family office model. We offer bespoke solutions for each family tailored to their unique circumstances — from investments to lifestyle, from wealth structure to the education of heirs.
Our team understands wealth structure and, more importantly, specialises in building lasting relationships. That is our philosophy.
An integrated system
of solutions.
Carpa offers a comprehensive and robust integrated system of services, strategically designed to meet the specific needs of each family — providing a perfectly complementary range of solutions.
Investments
Building portfolios in Brazil and abroad, taking into account your investment profile and personal goals, with dedicated management and a long-term vision.
Find out moreWealth Planning
Local and international wealth planning with a holistic approach, integrating legal and financial instruments to protect, reorganise and preserve your wealth.
Find out moreFamily Services
A team focused on your life to make your day-to-day easier, from routine payments and secretarial support to the education of your heirs.
Find out moreFinancial Solutions
Structuring of investment funds and other tailor-made financial products — bespoke financial solutions for families or their businesses.
Find out moreLong-lasting relationships, built on solid processes.
An economist from Candido Mendes University, he has been active in the financial and capital markets since 1985. He was president of Bank of America and co-president of J.P. Morgan in Brazil, where he also held executive roles in portfolio management (Latin America) and emerging markets (Europe and Africa). At Citibank, he worked in the Treasury, on the gold trading desk and in structured transactions.
An economist from IBMEC-RJ, he has been active in the financial and capital markets since 1998. He was a founding partner of CCN Invest, one of the first independent investment advisory firms, where he worked for 17 years. He has held positions at Banco CCF and Opportunity Asset Management.
He holds a degree in Business Administration from Mackenzie, is a Chartered Financial Analyst (CFA) and a registered investment portfolio manager with the CVM. Since 2001, he has been involved in defining and executing financial investment strategies for high-net-worth individuals and families. He worked at BankBoston and founded Iris Investimentos, where he served as chief strategist and director of portfolio management.
Civil Engineer and holds a PhD in Electrical Engineering from PUC-Rio. Since 2003, she has held leadership positions in risk management and portfolio modelling, with expertise in the construction and application of quantitative models. She has worked at Opus, Banco Máxima and Telos Investimentos. She was a lecturer in Risk Analysis, Portfolio Management and Derivatives at PUC-Rio and FGV-RJ.
He holds a law degree from Mackenzie and LLMs in Financial and Capital Markets Law and Corporate Law, both from Insper. He has been practising as a lawyer since 2005, having worked at major law firms and investment management companies. He founded Iris Investimentos, where he served as Director of Legal Affairs, Compliance and Wealth Planning. He specialises in wealth planning and advises high-net-worth clients on wealth planning and structured transactions in the financial and capital markets.
He holds a degree in Business Administration from UNIP-SP. He has an MBA in Business Management from FGV-SP, a postgraduate qualification in Banking from FGV-SP and a postgraduate qualification in Financial Economics from Mackenzie. He is a consultant to the CVM and a Certified Financial Planner (CFP®). He founded Fractal, a pioneering firm in Family Office services and financial advisory for high-net-worth individuals and families. He has been working in the financial market since 1988, having held positions in private banking and investor relations at Banco Itaú-Unibanco.
How we view your assets.
A family office is a comprehensive advisory service focused on wealth management and the needs of families, in our case operating in Brazil and abroad, integrating not only investments but also day-to-day family services and strategic planning across various areas. Its services cover areas such as immigration, succession, family governance, wealth protection, tax planning, structuring of investment vehicles, protection and insurance solutions, as well as the education and preparation of heirs, amongst others.
At Carpa Family Office, all services work in tandem, providing integrated and more effective management of your liquid and illiquid assets, taking into account the impacts and opportunities of each decision on the family's overall wealth, ensuring greater alignment between family objectives, wealth preservation, operational efficiency and legal certainty. With a 360-degree perspective, we seek more effective, personalised and consistent solutions for every stage of the family's wealth journey.
A single-family office is a company set up by the family itself to manage its assets. As a multi-family office operating on a single-family model, Carpa Family Office offers a highly personalised, exclusive and bespoke service to each family unit. This means that each family is supported on an individual basis, with tailor-made solutions, strategic alignment across all areas of operation and a deep understanding of their wealth, family and succession needs, both in Brazil and abroad.
Carpa Family Office does not have its own products. Our aim is always to focus on the best solutions, aligned with the investment profile, regardless of the financial institution. All benefits and incentives obtained are passed on to the client. Carpa Family Office is remunerated exclusively by the client, under a previously agreed arrangement.
Carpa Family Office is remunerated exclusively by the client, in two ways:
- Investments: a percentage of the investment volume under its management or advisory services.
- Family Services: a fixed monthly fee agreed in advance, based on the complexity and individual needs of each client.
Shall we talk about your story?
Tell us a little about what you're looking for. Carpa will get back to you to discuss how we can help you take control of your life.