Estate planning and management for companies and institutions

Understanding the interplay between personal wealth management and business dynamics, our Multi Family Business Office (MFBO) goes beyond mere financial asset administration. We are dedicated to fostering synergy between individuals and their companies.

We recognize that personal financial circumstances don’t always align with corporate ones. That’s why we delve deeply into business financial management, offering solutions tailored to your strategic objectives.

In this ongoing journey, where the winds of change may vary in intensity, our commitment is unwavering. We stand beside you, providing the steadfast support you need to navigate challenges with confidence and resilience.

Differentials

Unique features

We understand that business success and family well-being are intrinsically linked. We focus on thoroughly understanding each client’s corporate dynamics and business aspirations. From a comprehensive perspective, we develop corporate strategies to drive growth, sustainability, and harmony between business and family objectives.

Connection

By fostering connections between different journeys, we cultivate a unique ecosystem of interaction that transcends traditional boundaries between individuals and businesses. Our aim is to construct bridges that not only unite, but also enrich each involved party.

Independence

The independence we exercise in our work allows us to navigate through various paths and options available, always with the ultimate goal of offering tailored and effective solutions with a customer focus.

People

With us, you are supported by professionals with experience across various corporate and financial levels. Our selection emphasizes technical excellence and shared values, ensuring the essence of our brand.

"The excellent service provided by Tailor has been fundamental to our company's growth. Always seeking to understand our specific needs and offering customized solutions, it has contributed to increasing the profitability of our cash flow, adding value to our business, and making us more competitive."

Caio, Tailor's corporate client
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Services

Our objective is to comprehend realities and suggest what aligns with your profile and aspirations.

Corporate Governance

Making a profit is essential for a company's sustainability and growth, but we know that this is not enough to guarantee long-term success. For us, communicating and understanding a company's corporate governance is the key component to perpetuating its legacy. To accompany our clients on this path, we provide an experienced team to help them build a set of internal investment rules, controls, policies, and resolutions to be implemented to guide corporate investments.

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Capital Markets

Personalized financial advice, from the formatting of operations to market distribution. Complete portfolio of services and solutions for adjusting the capital structure, via DCM (Debt to Capital Market), ECM (Equity to Capital Market), and M&A (Mergers & Acquisitions).

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Mergers and Acquisitions

A differentiated team always focused on capturing a significant premium/discount for the client in transactions, providing advice on both the sell-side and the buy-side. Fundraising services, mergers between companies, as well as acquisitions and sales of other businesses:

• Partial or total sale of companies
• Shareholdings
• Mergers and Joint Ventures
• Divestments Intermediation for both the buying and selling parties in the total or partial sale of companies, shareholdings, mergers and acquisitions.

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Cash Management

Complete cash management solutions for companies. Through the open platform, we offer the most diverse investment alternatives available on the market, as well as exclusive services such as managed portfolios and exclusive funds.

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Exchange

We offer a comprehensive range of foreign exchange services to meet your import, export, and international remittance needs. Our commitment is to provide customized solutions that boost your business globally, allowing you to maximize opportunities and results while minimizing currency exchange risks.

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Credit

Agile and structured solutions for each company profile. We advise on raising the most diverse types of resources from financial institutions, development banks, investment funds, credit rights funds, and credit structurers, seeking the most appropriate line for our clients.

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Insurance

We understand the complexities and unique needs of each business. That is why we offer a comprehensive range of insurance solutions, ensuring that your company is prepared to face any eventuality.

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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].