Setta Gestao & Governanca Patrimonial
Rio de Janeiro multi-family office (CVM-licensed portfolio manager) offering independent wealth management and tax, estate and succession planning to families.
Identity
- HEADQUARTERS
- Rio de Janeiro, Brazil
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Setta Gestão e Governança Patrimonial is a multi-family office based in Leblon, Rio de Janeiro. It works in two areas: wealth management, allocating clients' financial assets independently of any institution, and wealth planning covering tax, estate and succession structures in Brazil and abroad, with an in-house legal team. It consolidates information from clients' banks, offshore representatives, accountants and lawyers. The firm has been registered with the CVM as a portfolio manager since July 2018.
People
- Miguel Pires GonçalvesPartner; director responsible for risk management (CVM) · source
- Roque SutPartner; registered director at the CVM · source
- Patricia ViannaPartner; director for suitability and fund distribution (CVM) · source
- Luiz Felipe CoelhoPartner · source
- Thiago MatosPartner · source
- Cristine ResendePartner; director of compliance and AML (CVM) · source
- Pedro DuquePartner · source
- Vitor CarvalhoPartner · source
Frequently asked questions
Setta Gestao & Governanca Patrimonial is a multi family office based in Rio de Janeiro, Brazil.
Setta Gestao & Governanca Patrimonial does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Setta Gestao & Governanca Patrimonial include Miguel Pires Gonçalves (Partner; director responsible for risk management (CVM)), Roque Sut (Partner; registered director at the CVM), Patricia Vianna (Partner; director for suitability and fund distribution (CVM)) and Luiz Felipe Coelho (Partner).
Yes. Setta Gestao & Governanca Patrimonial manages capital from outside investors.