MZR Family Office
São Paulo multi-family office (formerly MMZR) founded in 2018 by three ex-XP partners; CVM-registered manager allocating family wealth to external funds.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- São Paulo, Brazil
- FOUNDED
- 2018
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- GEOGRAPHY
- BrazilGlobal
- ROUTES
- Funds (as LP)
- STRATEGIES
- Funds (as LP)Public equitiesPrivate equityVenture capital
Overview
MZR Family Office (legal name MZR Gestora de Recursos Ltda., formerly MMZR) is a São Paulo multi-family office founded in 2018 by three former partners of XP Inc to serve private-banking families. It manages families' global wealth in Brazil and abroad on a discretionary basis, mainly through allocation vehicles that invest with specialist third-party managers, and also offers succession and tax planning, accounting and real-estate management. It is registered with the CVM as a portfolio manager.
Investment thesis
Discretionary management of families' global wealth, mainly through allocation vehicles that invest with specialist external managers selected by a proprietary quantitative and qualitative scoring tool, to avoid conflicts from proprietary products; allocation strategies cover multimarket, international and local equities, and PE/VC.
People
Frequently asked questions
MZR Family Office is a multi family office based in São Paulo, Brazil, founded in 2018.
MZR Family Office invests in third-party funds as an LP. Its stated asset mix includes funds (as lp), public equities, private equity and venture capital.
Key people at MZR Family Office include Felipe Relvas dos Santos (Director responsible for portfolio management) and Hugo Vinicius Ferreira Azevedo (Director of compliance, risk and AML).
Yes. MZR Family Office manages capital from outside investors.