Bencuidat Family Office
Fee-only wealth planning consultancy in Rio de Janeiro, registered with Brazil's CVM as a securities consultant, advising families on allocation, succession and insurance.
Identity
- HEADQUARTERS
- Rio de Janeiro, Brazil
- FOUNDED
- 2012
Overview
Bencuidat Consultoria Patrimonial is an independent wealth-planning consultancy in Rio de Janeiro that advises families on asset allocation, pensions, insurance, tax and succession planning. Its most complete service, financial and patrimonial governance, covers investment policy, allocation strategy, pre-selection of managers and institutions, and monthly consolidated reporting. It states it is paid only by clients and has no distribution agreements with banks or fund managers. It is registered with the CVM as a securities consultant (since 2023).
People
Frequently asked questions
Bencuidat Family Office is a multi family office based in Rio de Janeiro, Brazil, founded in 2012.
Bencuidat Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Bencuidat Family Office include Sylvia Renata Pereira Aragão Nunes (Partner; director responsible for securities consulting (CVM)) and Paula Martins Batalha Braga (Partner; compliance director).