Who
we are
We are a Multi-Family & Business Office (MFBO).
Our focus is on comprehensive financial planning and management for families and businesses.
We offer clients the personalized attention typical of Family Office structures, but on a broader scale that combines diversity with independence.
With deep engagement in all interactions, we connect families and businesses to an extensive portfolio of services and products. We recognize and respect the unique paths of each client, tailoring financial management strategies that go beyond conventional models.
How We
Make It
Happen
We understand individual realities, objectives, and challenges. We study different journeys to propose solutions aligned with each client’s aspirations.
Our team’s work is crucial in this process, providing solutions that meet financial needs while considering the unique context of each journey. They focus on maintaining clear and secure communication, ensuring technical soundness in a transparent and impartial environment.
With offices in Brazil and the United States, we identify opportunities on a global scale, offering diverse paths for each client.
Tailor’s
Balance
The equilateral triangle symbolizes the essential balance between our company, our team, and our clients. Each vertex represents a fundamental pillar. This balance ensures that solutions are only deemed successful when they harmonize the interests of everyone involved, guaranteeing sustainability, satisfaction, and shared success.
- Tailor
- Clients
- Team
Families
Multi Family &
Business Office
FOR YOUR
FAMILY:
Our MFBO’s role is to design personalized strategies for the effective management and preservation of your family’s wealth.
- Global positioning
- Tax optimization
- Transmission and perpetuation of family estate
- Cash management
- Balancing risk-return in the portfolio
- Security in making investments
12%
of family businesses survive to the third generationSOURCE:PWC
"
Diversification is the only free lunch in finance."
Harry Markowitz, Economist and Nobel Prize Winner for Economics, 1990
70%
of inheritance transitions fail due to inadequate communication and lack of preparation of heirs.SOURCE: WILLIAMS GROUP
Family
Solutions
We design customized wealth management strategies tailored to integrate with the unique characteristics of your family life.
-
Investment Solutions
-
International Diversification
-
Wealth Planning
-
Exchange
-
Alternative Investments
-
Credit
FAMILY SOLUTIONS
- INVESTMENT SOLUTIONS Through a global structure and professionals with extensive experience in different asset classes, we uncover unique investment opportunities to generate gains aligned with your objectives, managing risks, diversifying returns, and meeting future obligations.
- INTERNATIONAL DIVERSIFICATION To enhance diversification and mitigate the risks of local investments, we partner with top international firms to provide intelligence, execution, and access to strategies that optimize the risk-return ratio for our clients’ family and corporate financial planning.
- ALTERNATIVE INVESTMENTS We offer advice and financial solutions designed to provide liquidity and asset protection, using smart and exceptional insurance tools to leverage capital, protect, and reduce costs in wealth planning and business succession.
- CREDIT Loans can play a vital role in achieving family wealth goals. We offer a wide range of financing solutions for short, medium, or long-term liquidity for new acquisitions or investment opportunities. Our strategic approach, customized solutions, and holistic understanding of your leverage needs are embedded in your overall financial planning.
- WEALTH PLANNING We coordinate all your assets and investment strategies to work harmoniously towards your goals. Together, we craft a plan that meets your immediate and medium-term objectives, as well as the needs of future generations.
- EXCHANGE We provide a wide range of foreign exchange services specifically designed to meet the individual needs of our clients. Whether for travel, investment, or personal requirements, our specialized team offers tailored solutions, ensuring the best options from tax, operational, and financial perspectives. Additionally, we offer home delivery for foreign currency sales.
Companies
Multi Family &
Business Office
FOR YOUR
COMPANY:
- Investment advisory and security
- Fundraising strategy and access to capital markets
- Cash management
- Corporate and succession planning
- Tax compliance
Peter Lynch
"Investing without research is like playing
poker without looking at the cards."
Corporate Solutions
Understanding the connection between personal wealth management and business dynamics, our MFBO transcends financial asset management, enhancing synergy between individuals and their companies.- Cashflow Management
- Investment Policies
- Capital Markets
- M&A
- Exchange
- Credit
- Insurance
CORPORATE SOLUTIONS
- CASH MANAGEMENT We offer comprehensive cash management solutions for businesses, utilizing an open platform with a variety of investment options and exclusive services such as managed portfolios and exclusive funds.
- INVESTMENT POLICIES We understand the importance of active financial management for a company and provide customized financial solutions tailored to the specific needs of each investor.
- CAPITAL MARKETS Our personalized financial advisory services cover everything from structuring operations to market distribution. We offer a complete range of services and solutions to adjust the capital structure through DCM (Debt Capital Markets), ECM (Equity Capital Markets), and M&A (Mergers & Acquisitions).
- CREDIT We assist in raising various types of funds from financial institutions, development banks, investment funds, credit rights funds, and credit structurers, seeking the most suitable financing options for our clients.
- M&A Our distinguished team is focused on securing significant premiums or discounts in transactions, advising on both the sell-side and buy-side. We offer services for fundraising, mergers, and acquisitions.
- EXCHANGE We offer a comprehensive suite of foreign exchange services to support your import, export, and international remittance needs. Our commitment is to provide customized solutions that enhance your global business opportunities, maximizing results and minimizing forex risks.
- INSURANCE We recognize the complexities and unique needs of each business, providing a comprehensive range of insurance solutions to ensure your company is prepared for any eventuality.
Tailor’s Method
STEP 01
Listening
STEP 02
Intelligence
and Analysis
STEP 03
Projections
and Controls
STEP 04
Alignment
STEP 05
Management
and Controls
PEOPLE ARE OUR GREATEST ASSET
The essence of our business lies in the people who make up the Tailor team.
We prioritize technical competence and commitment to our core values.
Edmund Hillary
"In the mountains, as in life, the greatest achievements come from collaboration and mutual trust."
Social
Impact
Invisible Cities
Founded in 2012 to address the neglect, prejudice, and barriers faced by many, Invisible Cities has dedicated itself to promoting social inclusion and reducing inequalities. It connects dreams and transforms lives through art, sports, fashion, and technology.

The interaction between these elements generates
unimaginable results.

