United Multi Family Office
São Paulo multi-family office, started in 2017 as a single-family office and opened to other families in 2018; CVM-registered investment consultant.
Identity
- HEADQUARTERS
- São Paulo, Brazil
- FOUNDED
- 2017
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
United opened in 2017 as a single-family office and in 2018 its founding partners Gustavo Fernandes and Victor Valezim turned it into a multi-family office. Its services include investment consulting, wealth consolidation, succession and tax planning, family holding structures, heir preparation and concierge; it says it sells an independent service rather than distributing products and returns any product rebates to clients. United Capital Consultoria em Valores Mobiliários Ltda. (trade name United Multi Family Office) has been registered with the CVM as a securities consultant since November 2021.
People
Frequently asked questions
United Multi Family Office is a multi family office based in São Paulo, Brazil, founded in 2017.
United Multi Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at United Multi Family Office include Victor Valezim (Founding partner), Gustavo Fernandes (Founding partner), Ricardo Fabiano Jacober (Compliance director) and Bianca Bertaccini (Legal).
Yes. United Multi Family Office manages capital from outside investors.