Who we are
We are a Multi-Family & Business Office (MFBO).
Our business focuses on caring for the financial planning and management of families and businesses.
We provide clients with attention and uniqueness found in Family Office structures, but in a broader format that combines diversity with independence.
Always delving deeply into every interaction, we connect families and businesses with a comprehensive portfolio of services and products. We recognize and respect the individual nuances present in each journey, adapting financial management strategies, and guiding toward solutions that transcend conventional models.
Our values
Transparency is fundamental
We are committed to truthfulness at every level of our relationships.
Performance is commitment, and we go beyond
Excellence in delivery is more than an objective; it’s our responsibility
Deep commitment
A culture of success is forged in the fire of commitment. Passion and dedication are indispensable to ensuring high performance.
Equity in relationships
Without balance, there’s only short-term gain. As long as both sides understand and take responsibility for their roles, the relationship will undoubtedly endure.
The artist on the production line
For us, hands-on involvement is for everyone. We believe that the fewer disruptions in the process, the better the results.
Security isn’t arrogance
We possess knowledge, history, and experience. Yet, that doesn’t elevate us above others. Our background simply equips us to find effective solutions.
Climbing as a group makes the journey safer and the load lighter.
Get to know the Tailor team, who will accompany you on this journey.
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].