Contact Our Team and Get a Personalized Financial Plan
1600 Broadway, New York, United States
We were born in the heart of the Big Apple (New York). We are passionate about the Financial Market, Business Strategy and Growth, translated into practical solutions.
We are an Independent Boutique. We understand the brevity and uniqueness of each project, but we always focus on solid results and lasting relationships. Valuing the long term, we deliver the best that the market can offer.
Our goal is to help entrepreneurs around the world grow. We work with the creation of robust business plans and advice for raising capital, always in the search for sustainable growth.
We also help Brazilian families diversify and protect their assets, investing directly and independently in the USA.
Agility and connections
Complex Structuring for Credit
Via Consórcios da Ademicon — the oldest independent administrator in Brazil
Fundraising in Brazil or abroad
Business Plan, Investment Memorandum, Roadshow, and access to large funds that invest in Agro, Infra, ESG funds, Middle Eastern Sovereign Wealth Funds, and Canadian Pension Funds
Long term and transparency
Investment Management
Focused on High Net Worth Individuals, focusing on asset diversification and investment management in the USA
Estate and Succession Planning
Structuring of holding companies, insurance assets* (term insurance and whole life), trusts and offshore foundations — abroad
Family Governance
Creation of family advice and protocols, financial and management education for future generations, and definition of income distribution rules, among others
Succession Planning
Strategies for the efficient transfer of wealth between generations
Knowledge and excellence
Strategic and Financial Planning
We develop customized growth strategies, “go-to-market” analyses, and financial analyses
Feasibility and National and International Expansion Analyses
We carry out analyses for expansion, construction of new manufacturing units, acquisition of new machinery, among others
Business Evaluation and M&A Execution
We build robust investment theses, carry out valuations, and support buyers and sellers
Asset Protection
Strategies for safeguarding assets against legal and financial risks
Insurance Consulting
Evaluation and recommendation of appropriate coverage
Financial Education
Programs to empower family members in wealth management
“A La Carte” Personalized Services
We adapt to your requirements and develop any tailor-made service
Legal and Regulatory Compliance
Ensuring that all operations comply with applicable laws
Structuring of Holdings and Offshores
Creation of corporate structures for tax optimization and succession
