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

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Optmization of clients’ relationships with financial institutions

Assistance with the negotiation and preparation of paper-work

INDEPENDENCE

SUCCESSION PLANNING

TRANSPARENCY

FINANCIAL PLANNING

TAILOR-MADE SOLUTIONS

CONFIDENTIALITY

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

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.

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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.

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

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Regulatory Procedures

© 2017 KPC Consultoria Financeira