W Advisors
Porto Alegre multi-family office (W. Advisors - Engenharia Financeira Ltda) acting as the families' CFO: strategic wealth planning and tailored investment portfolios; CVM-registered consultant.
Identity
- HEADQUARTERS
- Porto Alegre, Brazil
- FOUNDED
- 2005
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
W Advisors (W. Advisors - Engenharia Financeira Ltda) is based in Moinhos de Vento, Porto Alegre, and works with families on strategic planning of family wealth across financial, intellectual and social capital. It presents itself as the family's CFO, building tailored, independent investment portfolios and saying it works like a single family office for each family. The CVM has registered it as a securities consultant since October 2010, with Leonardo Ceccarelli Wengrover as responsible director.
People
- Leonardo Ceccarelli WengroverFounding Partner and CEO; director responsible for securities consulting (CVM) · source
Frequently asked questions
W Advisors is a multi family office based in Porto Alegre, Brazil, founded in 2005.
W Advisors does not publicly state whether it puts its own money into companies or invests through funds.
Key people at W Advisors include Leonardo Ceccarelli Wengrover (Founding Partner and CEO; director responsible for securities consulting (CVM)).
Yes. W Advisors manages capital from outside investors.