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BTG Pactual Family Office

Strategic and tailored solutions for managing family wealth, with personalized service and an institutional approach.

Comprehensive, customized solutions

With over a decade of experience managing family wealth, we prioritize dedicated, personalized service. Our senior team serves a limited number of families, providing integrated solutions across operational, commercial, and investment fronts.

58 institutions

40 families served

What sets us apart

Gain access an extensive suite of products and opportunities on the market with BTG Pactual's Family Office.

Institutional-grade service

We provide agility, professional standards, and strategic insight to seize opportunities tailored to your goals.

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Independent model

We operate with the freedom to select from a broad spectrum of products and strategies on the market.

Relationships

We maintain strong, comprehensive relationships with a wide range of Brazilian and international institutions.

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Family wealth management

Restructuring and tax planning

Structuring exclusive, pension, and offshore funds, with specialized support for tax filings, the Brazilian Capitals Abroad Statement (DCBE), and foreign balance reporting.

Transaction execution and cost efficiency

We strategically align transactions and select the most appropriate investments, renegotiating costs and spreads with financial institutions to secure beneficial terms.

Succession planning

Advisory on marriage, retirement, and estate planning, including will drafting, philanthropic initiatives, endowment funds, and succession planning.