Regardless of the pace, we accompany you on your journey

We design personalized wealth management strategies, tailored to fit in with the unique characteristics of your family life.

In every journey, we face a variety of scenarios: periods of acceleration that demand agility, phases of calm that require caution, and even phases of stability that require strategic visions for the future.

Our role transcends the conventional by adapting the best financial strategies to your individual rhythm, providing not only support and guidance, but also solid foundations at every step of the journey.

See all our services

Differentials

Features of our approach

Our MFBO transcends assets management, adopting an approach that considers each individual within their family and corporate context. We dedicate ourselves to deeply understanding the needs, goals, and dreams of each family. It is from this understanding that we design truly personalized and effective solutions.

Customization

We develop customized strategies that integrate with the unique characteristics of each client, based on their goals, values, and individual circumstances, carefully planning and executing each step of the process.

Transparency

Transparency is more than a commitment, it is the foundation on which we build every relationship.

Experience

We have a team of experienced and highly qualified professionals. Our team is made up of people with extensive track records of achievement and a deep understanding of the nuances and complexities of their respective fields.

"Having Tailor as a business partner is comforting, not only because of its "Walk the Talk" values, but also because of the humanization that its advisors bring to their clients, making the investment segment a fruitful and lasting environment."

Fred Del Grande, VP Ingersoll Rand
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Services

Our goal is to understand realities and propose what works according to your profile and aspirations.

Wealth Management

Coordination of the services required to manage the assets of an affluent investor, held in custody by one or more institutions, on a discretionary basis, in a structure that seeks to optimize profitability, risk, costs, and taxes.

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Asset Consolidation

Consolidation of local and international investment positions, held in custody by different institutions and managers, in a single customized report for performance attribution and risk metrics.

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International Diversification

In order to increase diversification and reduce the risk of local investments in portfolios, among global markets and companies, we bring in the best international partners to provide intelligence, execution and access to strategies that optimize the risk and return ratio for our clients' family and corporate financial planning.

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Investment Solutions

Through a global structure and professionals with extensive experience in different asset classes, we create strategic advantages for our clients through unique investment opportunities. With in-depth analysis of local and international markets, we reveal opportunities to generate gains aligned with your objectives, managing risks, diversifying returns and meeting future obligations.

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Alternative Investments

Financial advice and solutions aimed at providing liquidity and asset protection, using intelligent and excellent tools from the insurance area to leverage capital, protect and reduce costs in estate planning and business succession.

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Wealth planning

Coordinating all your assets and investment strategies so that they work in harmony and towards your goals is essential for robust and assertive planning. Given that a family's needs are constantly changing, we take a systematic approach to your tax, legal and structuring needs, presenting the best options for organizing your assets, estate planning, business succession and sale, relocation, as well as international legal and tax services through our partners. Together, we design a plan that addresses not only your immediate and medium-term objectives, but also the future generations of your family.

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Credit

A loan can play an important role in helping a family achieve its wealth goals. That's why we offer a wide range of financing solutions for short, medium or long-term liquidity, for new acquisitions or investment opportunities. We bring a strategic approach, customized solutions and a holistic understanding of your leverage needs in the context of your overall financial planning.

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Exchange

We offer a wide range of foreign exchange services, specifically designed to meet the individual needs of our clients. Each person has unique requirements when it comes to international financial transactions, whether for travel, investment or personal needs. We have a specialized team with years of experience in the foreign exchange market, always looking for the best alternative, whether from a tax, operational or financial point of view.

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TAILOR PARTNERS • COPYRIGHT © 2023. ALL RIGHTS RESERVED.

Tailor Partners Investment Advisor Ltd., registered under CNPJ No. 25.284.909/0001-40, is an investment advisory firm duly registered with the Brazilian Securities and Exchange Commission in accordance with CVM Resolution 178/23 (“the Company”). The Company has a distribution agreement for financial products with XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A. (“XP”), and may, on behalf of its clients, operate in the capital markets in accordance with current legislation. In compliance with CVM regulations, the Investment Advisor cannot administer or manage investors’ assets. Investing in shares carries risks, and past profitability does not guarantee future returns. When engaging in derivative transactions, there is a risk of losses exceeding the invested amounts, potentially leading to significant asset losses. The Company may undertake complementary activities related to the financial, insurance, pension, and capitalization markets, provided they do not conflict with its investment advisory activity. These activities may be conducted through the aforementioned legal entity or through a third-party legal entity. All services are provided with due segregation and in compliance with CVM regulations or other regulatory and self-regulatory bodies. For information and inquiries about our products, please contact your investment advisor. To file a complaint, please contact the XP Ombudsman’s Office at 0800 722 3730 or [email protected].