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:
Phone: +55-11-3284-2912
