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  • Value lies in taking care of tomorrow by managing the pace of the journey.
  • It’s about accelerating your stride and having the strength to climb higher.
  • It means honoring and learning from the scars of past falls.
  • Every day, you start climbing without always seeing the next move.
  • Additionally, in times of adversity, finding a balance point gives you the strength to keep going.
  • Regardless of the size or characteristics of the mountain, it is your essence that guides your steps.

Your journey should be celebrated.

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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
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
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12%

of family businesses survive to the third generation
SOURCE: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
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Family
Solutions

We design customized wealth management strategies tailored to integrate with the unique characteristics of your family life.
FAMILY
  • Investment Solutions
  • International Diversification
  • Wealth Planning
  • Exchange
  • Alternative Investments
  • Credit
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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.
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Multi Family &
Business Office

FOR YOUR
COMPANY:

For businesses, our MFBO provides financial management solutions aligned with your strategic plans, offering the support needed to navigate challenges with confidence and stability.

  • Investment advisory and security
  • Fundraising strategy and access to capital markets
  • Cash management
  • Corporate and succession planning
  • Tax compliance
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Peter Lynch

"Investing without research is like playing
poker without looking at the cards."

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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.
COMPANIES
  • Cashflow Management
  • Investment Policies
  • Capital Markets
  • M&A
  • Exchange
  • Credit
  • Insurance
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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.
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Tailor’s Method

STEP 01

Listening

We begin with an in-depth immersion into life (business and family), conducting interviews and document analysis to gather all necessary planning information.
STEP 02

Intelligence
and Analysis

With all information in hand, we set up an internal multidisciplinary committee to map out opportunities and possibilities in all main pillars of financial planning.
STEP 03

Projections
and Controls

Our intelligence department drafts financial projections and risk and opportunity implications for each proposed idea, ensuring independence and impartiality.
STEP 04

Alignment

We present potential solutions to clients, detailing all variables and studies. Together, we calibrate the best strategy and design the execution plan.
STEP 05

Management
and Controls

After initiating activities, we establish a cadence of analysis and management of indicators to stay aligned with the client’s scenario.
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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.

Former partner at XP Investimentos (Head B2C) and former partner and executive director at Monte Bravo, with over 20 years of experience in the financial market, specializing in Capital Markets, Financial Markets, and Personal Finance.
Actuary graduated from UFRJ, member of the Brazilian Actuarial Institute, senior executive at the London Business School, with over 24 years of experience in the financial and insurance markets, having worked for multinational companies like Marsh, AXA XL, and Markel.
With a decade in the financial market, former partner at Monte Bravo, led part of the company’s expansion, studied Business Administration and Finance at UFRJ and COPPEAD.
Specialist in foreign exchange operations with 20 years of experience, built a solid career with major banks and brokers such as HSBC, Santander, and Advanced, most recently as a partner at B&T Corretora de Câmbio.
Graduated in Civil Engineering and Economics, postgraduate from the Getúlio Vargas Foundation, with over 30 years of experience in international private banking, head of Private Banking at Safra National Bank and Morgan Stanley.
Edmund Hillary

"In the mountains, as in life, the greatest achievements come from collaboration and mutual trust."

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Social
Impact

We believe in the role of people as promoters of development and recognize positive social impact as essential to our values. Therefore, we invest resources and efforts in transformative projects that impact communities and make our purpose tangible.
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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.
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We connect people, products, suppliers, and countries.
The interaction between these elements generates
unimaginable results.

São Paulo

  • Av. Pres. Juscelino Kubitschek, 1,830,
    1st floor, Room 14, São Luiz Building, Itaim Bibi,
    São Paulo, SP, 04543-011

Rio de Janeiro

  • Ataulfo de Paiva Avenue, 1235
    Room 102, Leblon
    Rio de Janeiro, RJ, 22440-034

New York

  • 1345 Avenue of the Americas
    2nd floor, Room 2078
    New York