Case: investment advisory for a family office

The situation

A family office with significant capital was looking for an independent adviser — not a product seller — to build a long-term strategy. Assets were concentrated in a single sector (real estate), international exposure was missing and several family generations had to be accommodated.

What we did

• Analysed the existing portfolio and identified concentration risk.
• Built an asset allocation model around the family's goals and investment horizon.
• Prepared a shortlist of instruments per asset class for the client to choose from.
• Set up a monitoring and reporting framework.

Scope of the engagement

Advisory is non-discretionary: we do not manage client funds and do not promise returns. Every investment decision in this engagement was taken by the client.

Contact

Arasari & Partners — Rodovia José Carlos Daux 4190, Florianópolis, Santa Catarina, Brazil. Email: info@arasari.com.br. Working languages: Portuguese, English, Spanish, Russian.

Engagements are non-discretionary advisory: we structure, coordinate licensed providers and track deadlines; decisions remain with the client.