Beyond the results
We are Partners at heart.
A unique culture of integrated dedication to meet our clients’ strategic and financial challenges.
Multi-Family Office
Careful planning, asset protection and independent strategy. We serve families and economic groups with more than R$35 billion in assets under management.
Dedication and focus on asset management with qualified professionals to analyze, manage and structure solutions suited to the needs of each client.
Our method is carefully planned based on local and international economic scenarios, family and corporate context, and life plans of our clients.
Independent
Structure
Independent management free from conflicts of interest.
Individualized
Management
Constant balancing of family goals and objectives to build a portfolio with the best risk-return ratio, profitability aligned with family desires and capital preservation.
Our management model aligns the choice of individual assets and funds (bottom up) with allocation by type of investment (portfolio allocation) and constant rebalancing according to variations in economic scenarios (top down), all to maximize long-term profitability, according to each family’s profile, and minimize risks, thus ensuring consistent capital returns.
Global Consulting
Management of local and international assets.
Open Architecture
Broad access to different financial products with independent decision-making.
Consolidation
Thorough analysis of the client’s entire risk profile and investment portfolio for more efficient portfolio allocation.
Wealth planning
In conjunction with G5 Partners’ financial asset management services, clients receive advice from our Wealth Planning department, whose primary objective is to assist our clients in their wealth and succession planning with the care and confidentiality that such matters require. This is integrated advice aimed at optimizing and perpetuating our clients’ wealth. The Wealth Planning area coordinates, with third-party specialists, different demands for estate and succession planning, including topics related to:
> Inheritances and donations (involving assets in Brazil and abroad)
> Formation and reorganization of corporate structures in Brazil and abroad
> Other citizenships
> Philanthropic initiatives
Always observing the legal and regulatory limitations applicable to the manager and the nature of the service requested, our team is prepared to deal not only with technical issues, but also with the emotional aspects of negotiations, contributing to the stability and well-being of the family throughout the entire estate planning and transition process.
Best practices in resource management
G5 Administradora de Recursos LTDA. is approved and regulated by the Brazilian Securities and Exchange Commission (CVM) for the services of Securities Portfolio Manager and follows the best practices in resource management in the market through the Brazilian Association of Financial and Capital Market Entities (ANBIMA), as well as adherence to the Third Party Resource Management Code. We follow the Third Party Resource Management Code, which establishes principles and rules for asset and resource management activities. In this way, we maintain the highest ethical standards and professional conduct in all our actions. Learn more about the code.
Documents and compliance
Awards
