Investment Advisory:
Financial Planning for Business Owners

Independent professional advisory services tailored for entrepreneurs and professionals, focused on providing personalized guidance for analyzing and defining criteria and strategies for medium- and long-term wealth planning, aligned with personal and family goals, within a global financial context.

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Is this service for you?

• "I want to build wealth without changing my current lifestyle.”

• "I want to explore what steps I can take today to reach my medium- to long-term personal and family financial goals"

• “I have the capacity to save regularly and want to invest in an organized way.”

• “I have an initial capital and want to grow or preserve it over the long term.”

• “I want to make better-informed financial decisions that fit my situation.”

• “I want to understand how to diversify my wealth globally.”

This service is designed to address these types of decisions through planning, analysis, and informed decision-making.

 

Service Focus

The primary focus of this service is financial and wealth planning, considering criteria for building capital through regular contributions, as well as criteria for growing and preserving capital from an initial investment, with exposure to global financial markets, according to each client’s profile, time horizon, and circumstances.

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Advisory Process

The advisory process begins with a comprehensive analysis of key factors, including:

• Personal and family financial goals

• Time horizon for objectives

• Risk profile

• Liquidity needs

• Saving and investment capacity

• Economic and global financial market context

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This analysis provides the client with the tools to define and structure their own wealth strategy, which may include a range of medium- and long-term investment alternatives offered by globally recognized financial institutions, under an informative, analytical, and planning-focused approach.

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Key Benefits

• Provides the client with the tools to structure their personal wealth in an organized way aligned with their goals.

• Supports planning strategies for growth and wealth preservation for specific objectives.

• Helps build a medium- and long-term wealth strategy with a focus on financial legacy.

• Integrates personal wealth into a broader financial vision, complementing business activities.

• Offers an independent approach, based on analysis and personalized planning—not the sale of financial products.

• Supports the client in making informed and objective financial decisions in line with their investment profile.

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Scope of the Service

Independent professional advisory is strictly limited to:

• Financial and wealth planning

• Analysis of economic and global financial context

• Strategic guidance to consider key factors in decision-making

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The service does not involve:

• Soliciting funds from the public

• Managing investments

• Custody of assets

• Guaranteeing returns from strategies implemented by the client

• Selling, promoting, or recommending financial products