Family Office Services for High-Net-Worth Families

Service Brochure

Over decades of handling all kinds of inbound and outbound foreign exchange transactions and supporting credit-raising operations, everything has always come down to something simple: we need solutions. And that is exactly what Propósito offers: solutions.

David Pokorski

Financial Manager

Propósito Partners is a company that maintains a very close relationship with its clients, which is why it is able to provide customized financial solutions. In addition, it has a highly competent team of professionals who are fully committed to generating results for its clients.

Sergio S Junior

Administrative Director

Working with Propósito Partners has been a great pleasure, always with a strong sense of security, courtesy and integrity in all processes, and with a great deal of agility. That is what we have experienced throughout our relationship with the company. We have been able to see consistent results in every project carried out for our business.

Adriano Pasa

Owner-Partner

Family Office: Integrated Planning for a Lasting Legacy

Managing family wealth requires more than financial expertise. It demands strategic vision, legal protection, succession planning — and above all, trust. That’s exactly what we deliver through our comprehensive Family Office service.

Our mission is to simplify the management of your family’s assets while maintaining governance, optimizing taxes, and planning the future with intelligence. We operate with discretion, proximity, and a high level of specialization to ensure security today — and for generations to come.

We work closely with you and your family, always respecting your values, goals, and specific needs.

Family Office: Smart Management of Family Wealth

Formation and structuring of family holdings

Organization and consolidation of assets (financial, real estate, business interests, etc.)

Succession planning and legal protection

Family governance and long-term strategic planning

Ongoing monitoring and performance analysis of assets

WEALTH PLANNING

Preserving your wealth means protecting your legacy. Our team is equipped to meet all your financial needs — ensuring the future of your family for generations.

TAX PLANNING

Using our proprietary methodology, we understand your family's unique goals. Based on this understanding, we implement comprehensive local and international tax planning strategies, choosing the best legal and fiscal structures for your specific scenario.

SUCCESSION PLANNING

We help you adopt the best succession strategies to protect your personal, family, or corporate legacy. Our role is to ensure you make the right decisions to secure your wealth across generations.

ASSET CONSOLIDATION

We bring structure and clarity to your financial life — tracking your wealth, organizing transaction history, and producing global reports of your total assets.

FAMILY FINANCIAL EDUCATION

Preparing the next generations for sound financial decision-making is essential to ensure the continuity of your legacy.

REAL ESTATE ADVISORY

We protect and manage real estate assets through services such as property administration, leasing, and technical support for residential and commercial properties.

PHILANTHROPY ADVISORY

We support your philanthropic goals at every stage — from structuring foundations and planning charitable initiatives to executing donations and long-term impact strategies.

Goals of a Well-Structured Family Office

A Family Office is more than an asset management service. It’s the cornerstone for long-term wealth preservation, generational harmony, and effective decision-making.

Reducing family risks and conflicts

Tax and legal efficiency

Preservation and growth of family wealth

Reducing family risks and conflicts

Tax and legal efficiency

Preservation and growth of family wealth

Talk to Our Experts and Elevate Your Family Office Strategy Today.

Talk To Us

About

We specialize in financial solutions for individuals and businesses. Above all, we are your business and life partners.

R. Antônio Carlos Berta, 475

(51) 2500-7367