No posts published in this language yet
Once posts are published, you’ll see them here.
top of page
Who we are
After 20 years of recognized experience in the Investment Banking area, we created our Wealth Management area: Plancorp Wealth was created to serve families and family businesses.
We act independently and transparently, always with a long-term horizon and aiming, above all, at preserving capital and then - maximizing its value.
We have a team with solid training and experience, which provides “Taylor-Made” service under a modern Technology and Governance structure.
We Help Find Answers to the Most Important Questions Impacting Your Wealth.
Quem somos
Our value proposition
“We are what we do:
Excellence is not an act, but a habit.”
-
Preservar e Multiplicar: Foco conservador para proteger e crescer o seu patrimônio.
-
Independência: Atuamos sem vínculos com instituições financeiras.
-
Benefícios Revertidos: O que eventualmente recebemos de benefícios não contratados, devolvemos como vantagem ao cliente.
-
Transparência: Simplificamos tudo, com clareza e objetividade.
-
Acesso Exclusivo: Conectamos você às melhores oportunidades: no Brasil e Exterior.
-
Excelência em Resultados: Alta performance com serviço de nível superior.
-
Gestão Integral: Cuidamos de todo o seu Patrimônio: Líquido e Ilíquido.
Aristotle
Greek philosopher (384 BC - 322 BC)
Proposta de valor
serviços
Services
Why Plancorp Wealth?
Independence
We provide independent advice free from conflicts of interest.
Approach
We look holistically at our clients' assets
Connections
The connections that exist in the Plancorp ecosystem stimulate the generation of opportunities, synergies and investment ideas
Why Plancorp Wealth?
Índivíduos de
Alta Renda
Famílias
Herdeiros
Empresários
Empreendedores
Influenciadores
Atletas
After 20 years of recognized experience in the Investment Banking area, we created our Wealth Management area: Plancorp Wealth was created to serve families and family businesses.
We act independently and transparently, always with a long-term horizon and aiming, above all, at preserving capital and then - maximizing its value.
We have a team with solid training and experience, which provides “Taylor-Made” service under a modern Technology and Governance structure.
Why Plancorp Wealth?
Investment Platforms
Insights
No posts published in this language yet
Once posts are published, you’ll see them here.
Doubts
bottom of page