Capri Family Office
Independent multi-family office in Rio de Janeiro and São Paulo, CVM-registered portfolio manager; portfolio, risk, financial and succession planning for families.
Identity
- HEADQUARTERS
- Rio de Janeiro, Brazil
- OFFICES
- Rio de Janeiro · São Paulo
- FOUNDED
- 2018
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Capri Family Office (Capri Investimentos Ltda.) describes itself as a manager focused on the multi-family-office segment, serving individuals, families and companies with independent, conflict-free financial and wealth management. Its services cover portfolio management under a customised investment policy, risk management, financial planning, succession and wealth planning; it says client assets do not pass through Capri. It has offices in São Conrado, Rio de Janeiro, and Itaim Bibi, São Paulo, and has been registered with the CVM as a portfolio manager since February 2019.
People
Frequently asked questions
Capri Family Office is a multi family office based in Rio de Janeiro, Brazil, founded in 2018.
Capri Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Capri Family Office include Bruno Leta (Founding partner and Commercial Director) and Fernando Lodi (Founding partner and Chief Investment Officer).
Yes. Capri Family Office manages capital from outside investors.