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 simple realisation: individuals need professional guidance. We are here to support you on this journey.
We are a multi-family office operating on a single-family office model. We provide bespoke solutions for each family, tailored to their unique circumstances — from investments to lifestyle, from wealth structure to the education of heirs.
Our team knows wealth structuring and, more importantly, builds 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
We build investment portfolios in Brazil and abroad that take into account your personal goals and investment profile. Our approach is dedicated and long-term.
Find out moreWealth Planning
We offer 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 dedicated to making your life easier, from handling routine payments and providing secretarial support to educating 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.
Our approach to your assets.
It is a comprehensive advisory service focused on wealth management and the needs of families. In our case, it operates in Brazil and abroad, integrating not only investments, but also day-to-day family services and strategic planning across various areas. The services offered include immigration, succession, family governance, wealth protection, tax planning, investment vehicle structuring, protection and insurance solutions, and the education and preparation of heirs, among others.
At Carpa Family Office, all our services work together to provide more effective management of your liquid and illiquid assets. We consider the impact of each decision on your overall wealth, ensuring greater alignment between your family's objectives, wealth preservation, operational efficiency and legal certainty. Adopting a 360-degree approach, we seek to provide personalised, effective and consistent solutions at every stage of your family's wealth journey.
A single-family office is a company set up by a family to manage its assets. Carpa Family Office operates on a single-family model and offers a highly personalised, exclusive and bespoke service to each family unit. This means that each family is supported on an individual basis with bespoke solutions and strategic alignment across all areas of operation, as well as an in-depth understanding of their wealth, family and succession needs in Brazil and abroad.
Carpa Family Office does not have its own products. Our aim is to always focus on the best solutions aligned with the investment profile, regardless of the financial institution. We pass on all benefits and incentives obtained to the client. Carpa Family Office is remunerated exclusively by the client under a previously agreed arrangement.
Carpa Family Office is remunerated by clients in two ways:
- Investments: a percentage of the investment volume under management or advisory services.
- For family services, a fixed monthly fee is 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.