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Family Office

Know and understand about the investment opportunities in Family Office and discover how this functionality can strengthen your investment portfolio.

What is Family Office?

A Family Office is a private financial management structure created to manage the wealth of high-income families. It offers a comprehensive range of financial services including investment management, wealth planning, risk management and tax advice.

The main objective of a Family Office is to preserve and grow the family heritage over generations, providing a personalized and exclusive approach to meet the specific needs of each family.

This structure is especially useful for families with complex and diverse assets, offering a high level of confidentiality, control and transparency.

Advantages

Discover the main advantages of Family Office for high-income families. With a personalized and comprehensive approach, Family Office offers specialized financial management, wealth planning, asset protection and tax advice.

Combining investment and advisory services, Family Office provides convenience, efficiency and peace of mind for families, enabling them to preserve and grow their wealth over generations.

Personalized Management of Assets

A Family Office offers a personalized approach to managing family assets, adapting to the specific needs and objectives of each client. This provides a more efficient management and aligned with the interests and values of the family.

Integrated Wealth Planning

The Family Office offers comprehensive wealth planning services, including inheritance management, tax planning and asset protection strategies, ensuring the safety and continuity of family assets over time.

Tax Advisory Specialized

With a dedicated team of professionals specializing in tax matters, Family Office can offer guidance and strategies to optimize the family tax burden, maximizing financial efficiency and legal compliance.

Confidentiality and privacy

Family Office provides a secure and confidential environment for the management of family assets, ensuring the privacy of financial matters and the protection of sensitive information.

Multigenerational Support

Family Office supports not only the primary customer, but also future generations of the family, ensuring a smooth and efficient transition of wealth over time, as well as promoting financial education and the sustainability of the family legacy.

investment diversification

With access to a variety of investment options, Family Office can help diversify the family portfolio, reducing risk and maximizing return opportunities.

let's work together

A atividade de gestão de recursos de terceiros e distribuição de cotas de fundos de investimentos é desempenhada pela OKEAN INVEST LTDA. CNPJ 48.880.654/0001-83, aderente aos códigos de autorregulação da ANBIMA e devidamente registrada pela Comissão de Valores Mobiliários para o exercício das atividades em questão.

Este site e as informações nele contidas não devem ser utilizadas de forma contrária à legislação vigente em qualquer jurisdição. A OKEAN INVEST LTDA e seus sócios não assumem responsabilidade por quaisquer danos diretos ou indiretos decorrentes da utilização das informações aqui contidas. Recomenda-se a avaliação da performance de um fundo de investimento por um período mínimo de 12 (doze) meses. Os fundos de investimento não possuem garantia do Administrador, do Gestor, de qualquer mecanismo de seguro ou do Fundo Garantidor de Crédito – FGC. Investimentos nos mercados financeiros e de capitais estão sujeitos a riscos e podem resultar em perdas que excedem o valor total do capital investido. Ressaltamos que a rentabilidade passada não representa garantia de rentabilidade futura, e que a rentabilidade divulgada não é líquida de impostos. É importante ler a Lâmina de informações essenciais e o regulamento do fundo antes de investir, sendo que esses documentos também estão disponíveis no site do respectivo Administrador do fundo.

A Okean Invest não se responsabiliza por erros, omissões ou imprecisões no conteúdo das informações divulgadas, nem por decisões de investimento tomadas com base neste site. As informações contidas neste site são de caráter exclusivamente informativo e não constituem nenhum tipo de aconselhamento de investimentos, notadamente análise e consultoria de valores mobiliários.