Overclub Family Office
São Paulo multi-family office offering wealth planning, global family-wealth allocation, asset protection and succession planning to entrepreneurs and families.
Identity
- HEADQUARTERS
- São Paulo, Brazil
Overview
Overclub presents itself as a multi-family office in São Paulo that helps entrepreneurs and families plan and manage their wealth in an integrated way. Its services are wealth planning, global family-wealth management, asset protection and succession planning. Its stated investment process rejects market timing and relies on strategic macro allocation, diversification across uncorrelated asset classes and periodic rebalancing. Co-founder Walter Moreira is described as a CVM-authorised securities consultant and CFP.
Investment thesis
Market timing does not work; wealth is created and preserved mainly through strategic macro allocation, diversification across uncorrelated asset classes and periodic rebalancing.
People
Frequently asked questions
Overclub Family Office is a multi family office based in São Paulo, Brazil.
Overclub Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Overclub Family Office include Walter Moreira (Co-founder and CEO), Patrick Ravailhe (Co-founder and Chief Experience Officer), Rafael Azevedo (Partner and CIO) and Fabio Caldeira (Partner, head of back office).