Wealth

Management

MULTI-FAMILY OFFICE

Counseling & Financial Advisory

 

WEALTH MANAGEMENT & ADVISORY SERVICES

Profile Analysis

Customer personal goals and risk profile

 

Asset Allocation

Tailor-made portfolio, with the proper asset allocation

 

Portfolio Monitoring

Consolidation of investments by asset classes and total return analysis

 

Tactical Adjustments

Adjustment of Portfolio allocation in line with scenarios’ change

 

Personal Assistance 

Clients are solely assisted by KPC partners

Optmization of clients’ relationships with financial institutions

Assistance with the negotiation and preparation of paper-work

OUR PILLARS

INDEPENDENCE
SUCCESSION PLANNING
TRANSPARENCY
FINANCIAL PLANNING
TAILOR-MADE SOLUTIONS
CONFIDENTIALITY
 

OUR VALUES

TRANSPARENCY AND RESPECT
in our relationships
IMPARTIALITY
Our recommendations are
exclusively focused on our clients’ goals
IMPROVEMENT AND OVERCOMING
Always exceding clients’ expectations
VALORIZATION
of our clients and associates
 

THE CHALLENGE

CAPITAL

PRESERVATION

TOTAL RETURN IS NOT THE ONLY RELEVANT VARIABLE
Taxation, Liquidity, Risk and Profile Suitability
MACRO ECONOMIC SCENARIO
COMPLEX INVESTMENT ENVIRONMENT
Diversity of Products, Financial Institutions and Markets

THE COMPANY

Estabilished in 2005, KPC Consultoria Financeira is a multi-family office focused in investment counseling and financial advisory. Regulated by the CVM (Comissão de Valores Mobiliários), KPC assists high net worth individuals and families, in order to increase portfolio efficiency, in a medium to long-term.

Being an independent company and not related to any financial institution or financial service provider,

our advisory process is free of “conflict of interests”.  We offer access to a wide range of financial investments, with the commitment of recommending products that meet client’s expectations and risk profile.

 

We work with total confidentiality in our relationships and we are remunerated exclusively by our clients.

 

CLIENTS’ PROFILE

Individuals, families and heirs
People with little knowledge of the financial market
Entrepreneurs, executives,
and other professionals
People who are intended to dedicate more time to other activities that are not directly related to management of their financial portfolio
People concerned about the perpetuity of the family wealth

CONTACT

KPC

LOCATION

Rua Pedroso Alvarenga, 1221, Conj. 4A - Itaim Bibi​

São Paulo - SP - Brasil - 04531-012

Email: contato@kpcconsultoria.com.br

Phone: +55-11-3284-2912

 
© 2017 KPC Consultoria Financeira