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WE ARE AWARE INVESTMENTS
MULTI FAMILY OFFICE

Building assets is not an easy task. Managing, then, requires time and knowledge. We rely on an experienced team and an independent platform to provide customized solutions for financial planning and global and diversified household assets management.

Since our foundation, we have been the best option in the Family Office segment. Our principles are trust, impartiality and transparency. Pillars through which we achieve our objective of ensuring satisfactory returns for the long-term maintenance of assets and perpetuation of wealth.

The investor’s challenge to ensure a great future for their families is the purpose of our work.

What we do

Management of Financial Assets

We seek to understand the financial goals and individual needs of each family. After all, reality and goals are different most of the time. Once the diagnosis has been made, we offer a customized solution, with the best options for financial assets and diversification both geographically and by type of investment. This translates into more security and profitability for your assets.

What we do

Family, Estate and Succession Planning

Asset management is not the only need for a family. There is a time when the accumulated assets will have to be distributed to the heirs. We at AWARE INVESTMENTS also offer a complete and integrated financial asset management. Our planning includes everything from the definition of allocation to transmission to the next generations. It is noteworthy that AWARE INVESTMENTS does not provide opinions or advice on legal, tax or accounting issues, but has and recommends professional and consolidated partnerships, experts in each topic of need.

What we do

Operational Structure and Controls

All extracts are consolidated and reconciled in an independent system, which provides: - Increased security - Increased agility - Greater effectiveness in presenting results - More flexibility

What we do

Customer Services

In addition to offering our expertise in Financial and Asset Planning, Succession Planning Coordination and investment support in financial markets in Brazil and abroad, we support taylor made solutions, according to the objectives of each client. And to ensure personalized service aligned with financial goals, projects and individual needs, AWARE INVESTMENTS has a team of technology and consolidation platforms that ensure the confidentiality and security of all the information it handles.

Loyalty
COMPETENCE
INDEPENDENCE
CONFIDENTIALITY

An independent asset manager, not linked to any other financial institutions, AWARE Investments’ main competence is the global and diversified management of the families’ wealth, aiming at its long-term maintenance and the perpetuation of wealth.