Multi-family offices need a global perspective, integrating international and Brazilian investments. It is also essential to operate with open architecture and solid wealth planning.

Our partner and Head of Offshore Portfolios, Mario Nevares, CFA, CAIA, CFP®, participated in Conexão BlackRock in a conversation about the evolution of investors, portfolio customization, and the rise of multi-family offices as a wealth management model in Brazil.

The discussion also highlighted the growing relevance of alternative investments and the importance of expanding global exposure.

The role of technology in meeting new family demands and the impact of a global perspective on wealth management were also addressed. Nevares reinforced that family offices act as stewards of wealth, ensuring discipline, long-term vision, and strategic clarity.

We thank Cristiano Monteiro de Castro for the invitation and the excellent exchange.

Watch the episode here